How to Invest2024-05-09T17:44:29-05:00

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Don’t overcomplicate investing—consider the simplicity of owning the Monetta Young Investor Growth Fund


The Monetta Young Investor Growth Fund may be a fit for…

About the Monetta Young Investor Growth Fund

The Monetta Young Investor Growth Fund seeks long-term capital growth by employing a symbiotic “passive/active” investment approach.

The Monetta Young Investor Growth Fund seeks long-term capital growth by employing a symbiotic “passive/active” investment approach. We call this innovative construction a “Core Plus” approach to investing. We believe it keeps things simple for investors and offers potential benefits from both passive and active approaches.

Approximately 50% of the Fund’s assets are invested in indexed products that seek to track performance of the S&P 500® Index. This portion of the portfolio provides broad diversification in a way designed to avoid market-timing mistakes and the risk of poor stock selections.

Over long periods, the average managed stock fund rarely beats a broad-based market index such as the S&P 500 Index. Investors can know that at least a portion of their portfolio may approximate the return of the S&P 500 Index, which has historically generated attractive long-term returns.

The active component provides the potential for outperformance relative to the S&P 500 Index. We focus on large, growing companies because they tend to be:

  • More stable—Larger companies tend to have widely recognized and well-established businesses that have a proven competitive edge
  • More predictable—Larger companies’ revenue sources tend to be more predictable than less established companies
  • Less volatile—Large-cap stocks tend to be less volatile than mid- and small-cap stocks
  • More conservative—Historically, large-cap stocks have been more dependable, particularly in times of market stress

Looking for a more traditional stock-picking fund focused on growth companies?
Click here to learn more about the Monetta Fund.

Two Easy Ways to Invest

To invest directly with Monetta, just download a simple form and mail it in with a check.
Or, if you have an account with one of our partners, you can buy shares through their sites—often without any transaction fee.
Our Partners

Just search for Monetta Young Investor Growth Fund either by name or by its ticker symbol, MYIFX. (For the Monetta Fund, look for ticker MONTX.) For a full list of companies where you can invest in the Monetta Funds, click here.

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Fund Performance

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-241-9772.

Opening an Account for a Child?

Monetta has always had a passion to educate kids about money. A basic understanding of money and how it works helps create smart consumer habits that can lead to financial independence.

If you open a custodial account for a child, let us know and we will send a Monetta Kids Financial Kit.

Monetta Financial Services - Kids Corner Financial Kit

Frequently Asked Questions

“All too often, people overcomplicate the investment process.
Our goal is to break down investing myths and concepts to help individuals make sound long-term investment decisions.”

-Robert S. Bacarella

Why should I invest in mutual funds?

We believe mutual funds, which pool investors’ assets to purchase and own various types of securities, are a good choice for investors who want to keep investing simple. Mutual funds come in all different shapes and sizes. In our case, we focus on large-cap growth stocks. “Large-cap” is short for “large capitalization”—that is, big companies. “Growth stocks” refers to companies that are demonstrating growth in revenues or other metrics.

What are the fund's investment objectives?

The Core Growth Fund seeks long-term capital growth with a passive/ active approach. The Monetta Fund seeks long-term capital growth by investing in those industry sectors and companies that the Adviser believes offer above average long-term growth potential. For detailed information about the investment objectives of the Monetta Young Investor Growth Fund and the Monetta Fund, review each fund’s prospectus here.

What is a no-load fund?

We believe investing should be simple and welcoming to all—no salesperson (and commission) required. Neither the Monetta Young Investor Growth Fund nor the Monetta Fund charges any up-front fees upon initial investment. Those fees are referred to as “loads” in the industry.

What is the initial investment required to open an account?

Start with just $100, with an automatic investment plan of $25 or more per month OR, open an account with $1,000— no additional investment required.

Where can I find Monetta's educational resources for kids?

Visit our Kids Corner to read past issues of our quarterly Monetta MoneyTalk Family Edition newsletter, play educational games and access a wealth of hands-on learning materials.

Still Have Questions?

Download an Investment Kit PDF

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