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Monetta Young Investor Fund
1776-A S. Naperville Road, Suite 100
Wheaton, IL 60187 Toll Free (866)-964-4683
 
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YiF Age-Based Financial Kits

Monetta believes that encouraging involvement in the investment process develops good financial habits that will last a life-time. Based on a child's age, upon opening an account, kids will receive an age-based financial kit as outlined below:

Ages 0-2
Ages 3-7
Ages 8-12
Ages 13+
Piggy Bank Activity Book Activity Book Activity Book
Quarterly Newsletter Quarterly Newsletter Quarterly Newsletter Quarterly Newsletter
YIF Certificate YIF Certificate YIF Certificate YIF Certificate
  Crayons Coin Collecting Book Money Book (190 pg)
  Money CD-16 Songs Money Book (190 pg) Monetta Wallet
       


In addition, accounts that open with / or start an Automatic Investment Plan* receive the Monetta mascot
Steady Eddy" a plush train engine, representing the importance of saving on a regular basis.

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Disclosures

*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 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.
Monetta Family of Mutual Funds
1776-A S. Naperville Rd., Suite 100
Wheaton, IL 60187
1-800-MONETTA
Phone: 630.462.9800
Fax: 630.462.9332

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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