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 - 9/30/2022 | | |
|
| Fund Holdings Report - 3/31/2023 | | |
|
| 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 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
Download
Complete this form to be added to our email list and receive instant access to our guide, “Three Big Reasons People Fail at Investing and How to Teach Your Kids to Avoid Them.”
Subscribe
Subscribe to our email list and receive our family newsletter, fun and engaging articles on investing & personal finance topics, and updates on our tuition rewards program.
Important Information