Monetta Family of Mutual Funds
1776-A S. Naperville Rd., Suite 100
Wheaton, IL 60189
The Adviser will primarily seek to invest in common stocks of large-cap companies
(those with market capitalizations of at least $10 billion) that the Adviser considers to be high quality, well
known companies that produce products or provide services that are recognized by many investors, may also be a risk if this sector underperforms, which can be significantly affected by the performance of the overall economy, interest rates, competition, consumer confidence and spending, and changes in demographics and consumer tastes.
The portion of the Fund that invests in underlying funds that track the Index will be subject to certain risks which are unique to tracking the Index. Please refer to the prospectus for further details.
All investments, including those in mutual funds, have risks and principal loss is possible.
(1) As of September 30, 2013: SPDR, Nike, McDonald's, JPMorgan, Disney, Proctor & Gamble, MasterCard, Google, Ford, Johnson & Johnson and Facebook represented 11.36%, 1.22%, 0.75%, 1.73%, 1.80%, 1.01%, 1.50%, 1.47%, 1.32%, 1.26% and 2.24% respectively of the Fund’s net assets. Fund holdings are subject to change and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk.
The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. It is not possible to directly invest in an index.
A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three-, five- or ten-year period. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities. Lipper—a Thomson Reuters company is an independent mutual fund research and rating service.
**An account may be opened with a minimum deposit of $100 and a monthly automatic investment plan deposit of at least $25, or with a $1,000 deposit.
An Automatic Investment Plan does not assure, and does not protect against, a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels and investors should consider their financial ability to continue purchases through periods of low price levels.
For more information please e-mail us at firstname.lastname@example.org. 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 hard copy of the prospectus may be obtained by calling 1-866-964-4683.
The Monetta Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Monetta Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
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