Resources
| Reports | Monetta Fund | Monetta Core Growth Fund | |
|---|---|---|---|
| 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 Dislclosure Booklet | |
| 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 | 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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Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: info@monetta.com
Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.
Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.
Diversification does not assure a profit nor protect against loss in a declining market. Periodic investment plans do not assure a profit and do not protect against a loss in declining markets.
Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com
Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.
For custodial accounts, MFSI has a “college savings program” where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.
All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.
The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.
Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.