Monetta Young Investor Fund
 
Monetta Young Investor Fund
1776-A S. Naperville Road, Suite 100
Wheaton, IL 60189 Toll Free (866)-964-4683
 
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Monetta Young Investor Fund-How Much To Save?
Saving for a child’s future through an Automatic Investment Plan can be an effective means of achieving an educational savings goal. The following hypothetical example summarizes various saving choices based on an
8% annual investment return.


Initial Deposit
$5,000
$5,000
$1,000
$1,000
$250
$250
 
Monthly AIP*
$100
$25
$100
$25
$100
$25
 
Annual Return Assumption**
8%
8%
8%
8%
8%
8%
 
Estimated Account Value at the end of:
             
Year 5
$14,697
$9,261
$8,738
$3,302
$7,620
$2,184
Year 7
$19,848
$11,515
$12,859
$4,525
$11,548
$3,215
Year 10
$29,293
$15,647
$20,414
$6,768
$18,750
$5,104
Year 12
$36,968
$19,055
$26,554
$8,591
$24,602
$6,639
Year 16
$56,528
$27,562
$42,202
$13,237
$39,516
$10,551
           

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Disclosures


*A program of regular investing cannot assure a profit or protect against a loss in a declining market. Investors should consider their financial ability to continue purchases through periods of lower price levels.

**All investments, including those in mutual funds have risk. Principal loss is possible. There can be no assurance that this return will be achieved. This example is for illustrative purposes only. Assumes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable fees or expenses. This chart does not imply any future performance.
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

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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