Resources
Fund Reports
Reports | Monetta Fund | Monetta Core Growth Fund | |
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Ticker | MONTX | MYIFX | |
Fact Sheets | ![]() | ![]() |
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Summary Prospectus | ![]() | ![]() |
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Statutory Prospectus | ![]() | ||
Annual Report | ![]() | ||
Semi-Annual Report | ![]() | ||
Portfolio Holdings | click here | click here | |
Statement of Additional Information (SAI) | ![]() | ||
IRA Disclosure Booklet | ![]() | ||
Coverdell Disclosure Booklet | ![]() |
Fund Applications & Forms
General Account Forms | Individual Retirement Account (IRA) Forms | Coverdell Education Savings Accounts (ESA) Forms | Additional Forms |
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New Account Application | IRA Application (Traditional/Roth) | Coverdell Application | Certification of Beneficial Owners |
Account Options Form | IRA Beneficiary Change Form | Coverdell Distribution Form | Entity Account Application |
Change of Address Form | IRA Beneficiary Payout Form | Coverdell Transfer Form | Limited Power of Attorney Document |
Change of Registration Form | IRA Qualified Distribution Form | Required Minimum Distribution Form | |
Redemption Form | IRA Transfer Form | Re-Registration and Redemption upon Death Form | |
Transfer on Death Designation Form |
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