Monetta Young Investor Fund
has declared July McDonald's Happy Meal Month, in honor of it's mini investors. The fund is targeted towards children and teens to get them excited about investing. In July, Monetta will give free "Happy Meal" Certificates to all shareholders born this month and those who open new accounts this month.
Monetta Young Investor Fund declares "July" McDonald's Happy Meal™ Month. The Monetta Young Investor Fund is a kids-themed mutual fund targeted at children and teenagers to help them develop an interest in investing. Approximately 50% of the fund is invested in exchange-traded funds, that track the S&P 500 Index, and the other 50% in equity stocks of large companies that are familiar to kids.
One of the fund's core holdings is McDonald's Corporation and, as part of an investor outreach program, declared the month of July McDonald's month. All new accounts opened in July and all shareholders born in the month of July will receive a free "Happy Meal™" Certificate from Monetta.
I believe that tangible evidence of ownership is one of the best ways to teach the concept of what investing is all about.
"It's very important to get kids involved in the investment process," says Robert Bacarella, Monetta president. "I believe that tangible evidence of ownership is one of the best ways to teach the concept of what investing is all about."
The outreach program is one of the various ways Monetta encourages kids to get involved in the investment process, in a fun and educational way.
An account can be opened with a $250 minimum investment, with the establishment of an automatic investment plan (AIP) of $25 per month, or a $1,000 deposit.
For a free investment kit call 1-866-YNG-INVESTOR (964-4683) or visit www.younginvestorfund.com.
Reflects no deduction for fees, expenses or taxes. The S&P 500 Index is the Standard & Poor's Index of 500 stocks, a widely recognized, unmanaged index of common stock prices. The S&P 500 Index is not available for direct investment.
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.
As of 3/31/07 the fund held: McDonald's Corp. 2.44% as a percentage of net assets. Fund holdings and sector allocations are subject to change at any time and are not a recommendation to buy or sell any security.
The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it maybe obtained by calling 1-800-Monetta, or visiting www.monetta.com. Read it carefully before investing.
All investments, including those in mutual funds, have risks and principal loss is possible. Limiting the purchase of individual stocks to companies that produce products or provide services that are recognized by children or teenagers may 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 ETF's that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF's, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Please refer to the prospectus for further details.
For custodial accounts, Monetta Financial Services Inc. has a "college savings program" where Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards™ credits.
Quasar Distributors, LLC, distributor.
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