Resources
Fund Reports
Reports | Monetta Fund | Monetta Young Investor 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 | ![]() | ||
Fund Holdings Report - Latest Quarter | click here | click here | |
Fund Holdings Report - 9/30/2022 | ![]() | ![]() |
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Fund Holdings Report - 3/31/2023 | ![]() | ![]() |
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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 | Beneficiary Designation 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 Distribution Form | Required Minimum Distribution Form | |
Redemption Form | IRA Transfer Form | Re-Registration and Redemption upon Death Form | |
Beneficiary Designation Form |
Download an Investment Kit PDF
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