Resources
Fund Reports
| Reports | Monetta Fund | Monetta Young Investor Growth Fund | |
|---|---|---|---|
| Ticker | MONTX | MYIFX | |
| Fact Sheets |  | |
|
| Summary Prospectus | | |
|
| Statutory Prospectus | | ||
| Annual Report | | ||
| Semi-Annual Report | | ||
| Fund Holdings Report - Latest Quarter | click here | click here | |
| Fund Holdings Report - 9/30/2021 | | |
|
| Fund Holdings Report - 3/31/2022 | | |
|
| 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
| |
|---|---|---|---|
| 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 Qualified Distribution Form | Required Minimum Distribution Form | |
| Redemption Form | IRA Transfer Form | Re-Registration and Redemption upon Death Form | |
| Beneficiary Designation Form |
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