All too often, people over-complicate the investment process. Our goal is to break down investment myths and concepts to help individuals make sound long-term investment decisions. Your financial future starts here. Investing doesn't have to feel out of reach for you financially. At Monetta, you can start with as little as $100 with an automatic investment plan of $25 or more per month.
The Monetta Young Investor Growth Fund consists of a highly diversified "passive" component together with an actively managed component that consists largely of companies that are household names. The Monetta Fund is a classic "stock-picking" fund focused on large-cap growth companies. The earlier you start an investment portfolio, the longer your money can work for you.
The Monetta Young Investor Growth Fund consists of a highly diversified "passive" component together with an actively managed component that consists largely of companies that are household names. The Monetta Fund is a classic "stock-picking" fund focused on large-cap growth companies. The earlier you start an investment portfolio, the longer your money can work for you.
Services
Founded in 1984, Monetta is a boutique firm with several unique characteristics that set them apart from other mutual funds. We take a commonsense approach to investing, and it is our mission to make investing accessible to everyone. We offer two funds, the Monetta Fund and the Monetta Young Investor Growth Fund.
Monetta Financial Services, in conjunction with SAGE Scholars Inc. (SAGE), offers a "Tuition Rewards" Scholarship program where families can earn tuition discounts at over 430 private colleges and universities nationwide. Tuition Rewards Points (TRP) are earned annually, on the student's birthday*, and accrue like frequent flyer miles.
The Monetta Young Investor Growth Fund (formerly the Monetta Core Growth Fund) seeks long-term capital growth by employing a symbiotic "passive/active" investment approach. The Fund invests approximately 50% of its assets in exchange-traded funds (ETFs) and other funds that, together, seek to track the S&P 500 Index.
The Monetta Fund seeks long-term capital growth. It pursues this objective by employing a bottom-up stock selection process that includes technical and fundamental analysis to identify strong management teams with a record of delivering higher revenue and earnings growth. The investment team focuses on companies that tend to exceed analysts' forecasts and raise revenue/earnings guidance.
With low minimums, a simple application process and built-in diversification with the Monetta Young Investor Growth Fund, getting started with investing is easy at Monetta. The Monetta Young Investor Growth Fund is intended to serve as a core component to a portfolio, whether as a first-ever investment by a young investor or as a basic portfolio building block for an investor of any age.
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