Monetta Young Investor Fund
Monetta Young Investor Fund

Fund Profile • Fund Overview • Top 10 Holdings • Fund Performance • Fund Application • Articles • Age Based Kits • My Account

   
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The Monetta Young Investor Fund (MYIFX) employs a “core-plus” investment approach. The Fund invests approximately 50% of its assets in low cost Exchange Traded Funds (“ETF’s”) or other funds that seek to track the S&P 500 Index. The remaining assets of the Fund are primarily invested in large capitalization equity stocks of individual companies which the Adviser considers high quality, well known companies that produce products or provide services that are recognized by most investors, including children and teenagers. The Fund also has an educational component, hence the name Young Investor Fund.

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LOW $100 Minimum Investment**

Partners With The
Monetta Young Investor Fund
Munny Journey
KidsSave
Ekomini
GiveAshare®
SAGE Tuition Rewards

PORTFOLIO COMPOSITION (1)
S&P 500 Index

All logos are trademarks of their respective owners.
 Pepsi®
McDonalds
JPMorgan Chase
Disney
Apple
Caterpillar
Pfizer
Ford Motor
Estee Lauder
Home Depot





















 

 

 

 

 

 


 
Monetta Young Investor Low Minimum Investment Monetta Young Investor Games & Activities Monetta Young Investor Tuition Rewards Monetta Young Investor Open An Account Now

Fund Profile • Fund Overview • Top 10 Holdings • Fund Performance • Fund Application • Articles • Age Based Kits • My Account

Monetta Family of Mutual Funds
1776-A S. Naperville Rd., Suite 100
Wheaton, IL 60189
1-800-MONETTA
Phone: 630.462.9800
Fax: 630.462.9332

Limiting the purchase of individual stocks to companies that produce products or provide services that are recognized by children or teenagers 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 March 31, 2012: SPDR, Pepsi, McDonald's, JPMorgan, Disney, Apple, Caterpillar, Pfizer, Ford, Estee Lauder and Home Depot represented 11.66%, 1.53%, 1.81%, 1.76%, 2.02%, 2.76%, 0.65%, 1.25%, 2.38%, 1.24% and 1.08% 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.

**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 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 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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