Get started now—investing doesn’t have to be complicated
With low minimums, a simple application process and built-in diversification with the Monetta Core Growth Fund, getting started with investing is easy at Monetta. The Monetta Core Growth Fund is intended to serve as a core component to a portfolio, whether as a first-ever investment by a young investor or as a basic portfolio building block for an investor of any age. The combination of passive and active components is designed to serve as a turnkey solution—offering broad-based market exposure plus a carefully selected group of high quality, growth-oriented companies.
Support your progress with SAGE Scholars Tuition Rewards
We’re passionate about helping families save for college. In our experience, the most important success factor for investing with a goal to pay for college is simply to start in—and maintain your momentum with an Automatic Investment program. From the very first day, you can also benefit thanks to our partnership with SAGE Scholars, Inc. Monetta is one of the only mutual fund families to participate in the SAGE Scholars Tuition Rewards Program, which enables families to earn tuition discounts at over 407 private colleges and universities nationwide.
Give the gift of investing- and financial knowledge
Monetta is deeply devoted to promoting financial education and engagement among youth. Every quarter, we send a Kids Newsletter to investors who let us know they are investing on behalf of a child (or are themselves children!). Check out our Kids Corner for a library of educational games and other materials. Most important of all, kids can gain important hands-on experience tracking their investments and learning about the companies in their portfolios. The Monetta Core Growth Fund is designed to serve as a core component of an investor’s portfolio and includes both active and passive components- which may provide an ideal learning context for young investors.
Think of a “planetary portfolio” to stay on track for the long term
To stay on track over several decades of saving for retirement, it helps to visualize your portfolio as if it were our solar system. The Sun, represented by the S&P 500® Index, is the center or core that is always there, generating a market return (usually positive, though sometimes negative). The planets, represented by individual stock investments, tend to be more risky than the core, diversified portfolio. Some people may wish to implement that approach on their own. But for people who prefer a more turnkey approach, we offer The Monetta Core Growth Fund—with its combination of passive (the Sun) and active (the planets) components. We welcome investments from retirement accounts such as IRAs and make automatic investments and withdrawals easy.