Monetta Young Investor Fund
1776-A S. Naperville Road, Suite 100
Wheaton, IL 60189 Toll Free (866)-964-4683
1776-A S. Naperville Road, Suite 100
Wheaton, IL 60189 Toll Free (866)-964-4683
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Monetta Young Investor Fund 1776-A S. Naperville Road, Suite 100 Wheaton, IL 60189 Toll Free (866)-964-4683 |
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Even though parents constantly think about saving for their child’s education and starting a college savings fund, most believe they can’t afford to. Young families are more concerned about car payments, mortgages or family vacation money than starting a college savings fund to save for college that is a decade or more away. The dilemma is that educational costs can represent a major long-term financial burden that could affect a parent’s retirement savings and/or home equity if not taken seriously today. “The key is to start investing, even a small amount, as early as possible”, says Bob Bacarella, President, Monetta Financial Services Inc. “You would be surprised by how fast an investment adds up when you invest a specific amount on a regular basis. For example, with an initial deposit of only $250, a $25 monthly automatic investment plan (AIP)* and a 7% investment return assumption, an account would be worth $11,095 over a 17 1/2 year period” (The example is hypothetical and must not be considered reflective of performance of any specific product). Monetta offers an innovative college investment program that strikes a balance between investing, learning and fun, plus much more...
To receive information on the Monetta’s College Savings Plan or Tuition Rewards Program, call 1-800-Monetta or email us at info@Monetta.com. (Back To Articles) Disclosures The information provided represents the opinions of Monetta Financial Services and is for informational purposes only. It should not be construed as a recommendation to buy or sell any security, nor as investment advise. *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. All investments, including those in mutual funds, have risks and principal loss is possible. While the Funds' are no-load, management and distribution fees and other expenses may apply. Monetta Financial Services, Inc. (MFSI) is the investment advisor to the Monetta Funds. The advisor has contracted with SAGE Scholars, Inc. to offer Tuition Rewards (points) to all Monetta Fund Shareholders that enroll in the Tuition Rewards program through Monetta's website. Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 270 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com.
Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points. 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 costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. |
Monetta Family of Mutual Funds |