How to Invest
We make it easy to get started with low minimum investments:
• Open an account with $1,000— no additional investment required
• Or, start with just $100, with an automatic investment plan of $25 or more per month
To get started, review the investment kit, which includes an introductory letter, fund fact sheet, application, and prospectus. Use the links below to print an application for opening an account.
Monetta Fund Investment Kit
Monetta Core Growth Fund Investment Kit
Regular Investments Application
IRA Application
Coverdell Education Savings Account Application
Send your completed paperwork and check made payable to Monetta Funds to:
Regular Mail
Monetta Funds
c/o U.S. Bank Global Fund Services,
PO Box 701
Milwaukee, WI 53201-0701
Overnight Mail
Monetta Funds
c/o U.S. Bank Global Fund Services,
615 E. Michigan Street, Floor 3
Milwaukee, WI 53202-5207
You will receive quarterly statements, annual and semi-annual reports to keep you informed on your investments.
If you have any questions about our funds or opening an account, we welcome you to contact us anytime. Call us at 1-800-241-9772 or email us at info@monetta.com.
OTHER APPLICATION DOCUMENTS
| Reports | Monetta Fund | Monetta Core Growth Fund | |
|---|---|---|---|
| Ticker | MONTX | MYIFX | |
| Fact Sheets |  | |
|
| Summary Prospectus | | |
|
| 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 |
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.
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.