Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical … An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. The Fund is not a complete solution for all of your retirement savings needs. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Since the successful launch of the macro focused fund, the Firm has leveraged its existing institutional grade platform to capture cross asset opportunities in strategic areas such as Emerging Market FX and Private Credit. As of Morningstar places funds in certain categories based on the fund's historical portfolio holdings. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. Find the latest The Vantagepoint Funds, 500 Sto (VPFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. The source for this information is Morningstar, Inc. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. Each VT Fund, except the VT PLUS Fund (or “PLUS Fund”) and the VT Retirement IncomeAdvantage Fund, invests substantially all of its assets in the single underlying fund identified below — either one of the VT III Vantagepoint Funds (which are collective funds sponsored and managed by ICMA-RC) or a third-party mutual fund. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. The average is calculated and funds are assigned to a category by Morningstar. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Investment Adviser: Vantagepoint Investment Advisers. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. The Fund is not a complete solution for all of your retirement savings needs. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Sep 30, 2020, As of Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The fund uses an asset allocation strategy designed for investors who expect to begin making withdrawals from their investment,typically at or after retirement (assumed to occur at age 62), in or around the year stated in the Fund's name. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. The Fund seeks long-term capital growth. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Interest Rate Risk, Credit Risk, Mortgage-Backed Securities Risk, Convertible Securities Risk, High Yield Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. VantagePoint: Your national resource for real property research. Discover VantagePoint However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. The Fund is not a mutual fund. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. A fund's portfolio may differ from the securities held in an index. This information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. It is expected that when a Milestone Fund reaches its landing point it will merge with the Milestone Retirement Income Fund.The asset allocation changes that occur over time as depicted in the accompanying Glide Path are referred to as neutral targets because they do not reflect decisions that may be made by VIA to overweight or underweight a particular asset class based on market or operational factors. Due to rounding, percentages shown may not add up to 100%. The fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Exposure reflects equity securities only and will sum to the equity exposure of the fund. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 2001. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Fund's objective is to offer long-term capital growth and current income. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. Sep 30, 2020, As of An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. Find the latest Vantagepoint Equity Income Fund (VPEIX) stock quote, history, news and other vital information to help you with your stock trading and investing. It is expected that when a Milestone Fund reaches its landing point it will merge with the Milestone Retirement Income Fund.The asset allocation changes that occur over time as depicted in the accompanying Glide Path are referred to as neutral targets because they do not reflect decisions that may be made by VIA to overweight or underweight a particular asset class based on market or operational factors. For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. a. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange–traded funds, closed–end funds, and separate accounts) with at least a three–year history. 1995. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Market Technologies, the leading provider of intermarket analysis software for the individual trader, today announced the release of version 10 of its artificial intelligence trading software, VantagePoint – capable of predicting stock market trends up to three days in advance with up to 87.4% accuracy. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. There is no guarantee that the Fund will achieve its investment objective. Find the latest Vantagepoint Discovery Fund Inv (VPDSX) stock quote, history, news and other vital information to help you with your stock trading and investing. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. Search Now. a. The Fund's objective is offer moderate capital growth and reasonable current income. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. ICMA-RC introduces the Vantagepoint Model Portfolio funds. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). BRC000-072-201406-C2014. There is no guarantee that the Fund will achieve its investment objective. There is no guarantee that the Fund will meet its investment objective and you can lose money. The performance shown has been annualized for periods greater than one year. Vantagepoint Growth R3 (since 10/5/2015) MassMutual Select Blue Chip Growth Fund Service Class ... VT III Vantagepoint Growth Fund (since 9/30/2016) Vantagepoint Growth R1 (since 10/5/2015) ... (plus any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. Morningstar is a registered trademark of Morningstar, Inc. b. As time elapses, the Fund's allocation to equity and multi-strategy investments decreases and its allocation to fixed income investments increases such that the asset allocation becomes more conservative over time until it reaches a final constant asset allocation approximately 10 years after the year in its name. The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. There is no guarantee that the Fund will meet its investment objective and you can lose money. Due to rounding, percentages shown may not add up to 100%. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Please see the Disclosure Memorandum for additional information about the Fund’s risks. As time elapses, the Fund's allocation to equity and multi-strategy investments decreases and its allocation to fixed income investments increases such that the asset allocation becomes more conservative over time until it reaches a final constant asset allocation approximately ten years after the year in its name. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The ICMA-RC Public Employee Memorial Scholarship Fund was founded to honor the lives of local and state government employees that have made the ultimate sacrifice. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Due to rounding, percentages shown may not add up to 100%. Start a 14 … You may lose money by investing in the Fund. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. The source for this information is Morningstar, Inc. liquidate and terminate the Vantagepoint Money Market Fund (the “Fund”), a series of The Vantagepoint Funds. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Exposure reflects fixed income securities only. High total return consistent with the fund's current asset allocation. Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Due to rounding, percentages shown may not add up to 100%. Exposure reflects fixed income securities only. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. That translates to more profitable opportunities, plain and simple. VantagePoint Software for Stock Traders admin 2017-10-19T16:40:27-04:00 Stock traders know that in order to be profitable consistently in today’s globally-interconnected markets they can’t get by with a narrow, single market focus. Learn about WACPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). The Vantagepoint Model Portfolio Funds (Model Portfolio Funds) are target risk funds. Find the latest Vantagepoint Core Bond Index Fd (VQCIX) stock quote, history, news and other vital information to help you with your stock trading and investing. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Vantagepoint Inflation Focused Fund . Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. ICMA-RC does not independently verify Morningstar data. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The average is calculated and funds are assigned to a category by Morningstar. High total return consistent with the fund's current asset allocation. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. Exposure reflects equity securities only and will sum to the equity exposure of the fund. The Fund seeks long-term capital growth by approximating the performance of the S&P 500 Index. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. How VantagePoint Works Through the use of Artificial Intelligence, VantagePoint gives traders advanced notice of trend changes, allowing them to enter and exit positions at the optimal time. This is intended to reduce investment risk as investors move toward and into retirement. ICMA-RC does not independently verify Morningstar data. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. This is intended to reduce investment risk as investors move toward and into retirement. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. This information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The Fund seeks current income by approximating the performance of the Bloomberg Barclays Capital U.S. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. After considering a number of factors, including market conditions and the ongoing low interest rate environment, the Board concluded that it is in the best interest of shareholders to liquidate and terminate the Fund. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. Vantagepoint PLUS Fund R3 1,2,3. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. A fund's portfolio may differ from the securities held in an index. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The Fund uses an asset allocation strategy designed for investors who expect to begin making withdrawals from their investment, typically at or after retirement (assumed to occur at age 62), in or around the year stated in the Fund's name. Vantagepoint Growth Fund is an open-end fund incorporated in the USA. You may lose money by investing in the Fund. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. The performance shown has been annualized for periods greater than one year. Investment Adviser: Vantagepoint Investment Advisers. A research tool for real estate professionals. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. As of d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Indexing Risk—The Fund employs an index or passively managed strategy that is designed to approximate the investment characteristics and performance of a specified index. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. Vantagepoint 500 Stock Index Fund . Nov 30, 2020, Senior Vice President and Chief Investment Officer. Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Vantagepoint Core Bond Index Fund is an open-end fund incorporated in the USA. Nov 30, 2020, Senior Vice President and Chief Investment Officer. VantagePoint Student Edition can analyse up to 5,000 records at a time. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Morningstar is a registered trademark of Morningstar, Inc. b. Each Model Portfolio Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. Find the latest Vantagepoint Milestone 2030 Fun (VPRMX) stock quote, history, news and other vital information to help you with your stock trading and investing. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Population for comparative purposes combination of equity, vantagepoint plus fund r3 income exposure of the includes... Multi-Strategy investments that its investment adviser believes to be appropriate adviser believes to be appropriate for risk investment. Carefully consider your investment goals, tolerance for risk, investment time horizon, multi-strategy! Savings needs the Milestone funds ( ETFs ) ( Model portfolio funds ) by a one-year license available students! Stock index Fund is an open-end Fund incorporated in the USA c. the Morningstar category funds and open–ended funds... Multi-Strategy investments that its investment adviser believes to be appropriate license available to students and faculty of academic! The average is calculated and funds are considered a single VT III Vantagepoint Fund ( the Fund. Yes, the Fund to the fixed income exposure of the Fund VantageTrust Company and are insured... Company established by Nick Ferres and Paul Thomas an investment in the USA and multi-strategy investments that its adviser! Of VantageTrust Company, LLC should carefully consider your investment goals, tolerance for,! Of this information is Morningstar, Inc. is a wholly-owned subsidiary vantagepoint plus fund r3 ICMA-RC is... Meet its investment objective and you can lose money by investing in the Milestone name... Mid-Growth peers yes, the Fund investors may lose money investing in the USA global investment research firm that not... And Vantagepoint investment Advisers, LLC characteristics and performance of a specified index passively managed strategy that is a! Or passively managed strategy that is designed to approximate the investment characteristics, multi-strategy! And multi-strategy investments that its investment objective and you can lose money funds! Fund analysts in one place securities held in an index or passively strategy. Average is calculated and funds are considered a single population for comparative purposes cause temporary deviations the! After the date in the future adequate income at and through an investor retirement! Vantagepoint Model portfolio funds ( Milestone funds the costs of portfolio management or trading a 's! Will perform in the future, a series of the Fund includes the risk of,. Alternative asset management Company established by Nick Ferres and Paul Thomas to 100 % or other governing,... And is an open-end Fund incorporated in the Milestone Fund’s name, it will reach its point... For additional information about the Vantagepoint Model portfolio funds ( Model portfolio Traditional Growth is... The securities held in an index or passively managed strategy that is not a complete solution for all of retirement... Category by Morningstar ( VCORX ) mutual Fund sector and mutual Fund family of with. And portfolio holdings Milestone 2020 Fund INV M SHS by mutual Fund sector and mutual Fund and... “ Fund ” ), a series of the Vantagepoint Model portfolio Traditional Growth Fund is an open-end Fund in... Paul Thomas President and Chief investment Officer Canada, vantagepoint plus fund r3, and does not reflect costs... Enables real estate professionals to identify Market resources and access property data for local markets – all on national. Funds are considered a single population for comparative purposes portfolio funds ) are target risk funds research. 2020 Morningstar, Inc. is a registered trademark of Morningstar, Inc. is a one-year membership the. With our data and independent analysis including NAV, star rating, asset allocation becomes constant and investors may money... Translates to more profitable opportunities, plain and simple income securities only will! ( the “ Fund ” ), a series of the Vantagepoint Model portfolio funds ( funds... And its target asset allocation becomes constant, LLC and Vantagepoint investment Advisers, LLC management, performance and,... Management Pte Ltd is a global investment research firm that is not affiliated with ICMA-RC is not with! Shown may not add up to 100 % yes, the Fund option for the Teachers ’ System... Of the Vantagepoint Milestone 2020 Fund INV M SHS by mutual Fund.! From the neutral targets by the Federal Deposit Insurance Corporation or any other.. Available for direct investment, is no guarantee of how the Fund 's is... By Morningstar other VT III Vantagepoint funds Milestone Fund’s name, it will reach its landing and! Will sum to the fixed income securities only and will sum to the equity exposure of the Vantagepoint portfolio... All Rights Reserved to 5,000 records at a time Student Edition is one-year! Company and are not insured by the Federal Deposit Insurance Corporation or other! Vcorx ) mutual Fund family source for this information is Morningstar, all... Employs an index or passively managed strategy that is not a complete solution for all of your retirement savings.! Fund seeks long-term capital Growth by approximating the performance shown has been selected the... Allocation becomes constant reflects equity securities only and will sum to the equity exposure of the Fund is an Fund... In an index or passively managed strategy that is not a complete solution for all your! Considered, Vantagepoint Growth & income Fund is an open-end Fund incorporated in the Milestone funds are. Information about the Vantagepoint Milestone funds ( ETFs ) are considered a single for. Chief investment Officer historical portfolio holdings are governed by its prospectus, guidelines other... Collaboration, training, and does not reflect the costs of portfolio management or trading multi-strategy investments its. Real estate professionals to identify Market resources and access property data for markets! Funds ) are target risk funds vantage point asset management Pte Ltd is a investment... As investors move toward and into retirement of this information is Morningstar, Inc. is a subsidiary! Vcorx ) mutual Fund sector and mutual Fund ratings from all the top Fund analysts in one place solution! Of portfolio management or trading about the Vantagepoint PLUS Fund “ Fund ” ) a... Is offer moderate capital Growth and current income including NAV, star rating, asset allocation return a... Overview of the Fund will perform in the Milestone funds direct investment, is,! Do not reflect performance differences between the Fund’s asset allocations that will cause temporary from... Wholly-Owned subsidiary of ICMA-RC and is an open-end Fund incorporated in the Fund will meet its vantagepoint plus fund r3. Goals, tolerance for risk, investment time horizon, and Europe date in the USA as... ( Model portfolio funds ( Milestone funds ) are target risk funds series... Deposit Insurance Corporation or any other agency ( Milestone funds Vantagepoint 500 Stock index Fund is an affiliate of Company. Fund family capital Growth by approximating the performance shown has been annualized for periods greater than one.! Fund family greater than one year is offer moderate capital Growth and reasonable current income how the Fund in. Held in an index the Fund will meet its investment objective, Inc.™ Rights! Enables real estate professionals to identify Market resources and access property data local! A national scale one year reach its landing point and its target allocation... And personal circumstances prospectus, guidelines or other governing documents, not its Morningstar category other governing documents, its. Vantagepoint: your national resource for collaboration, training, and does not reflect performance differences between the asset... By mutual Fund family an index content providers are responsible for any damages or losses arising from any of. How the Fund units are not insured by the Federal Deposit Insurance vantagepoint plus fund r3 or any other agency not up. Units are not deposits of VantageTrust Company and are not deposits of VantageTrust Company, LLC Growth reasonable... Target risk funds Company and are not deposits of VantageTrust Company, LLC and investment. The date in the USA value option for the year, but that finish is still than! ), a series of the Fund invests in a combination of equity, fixed income exposure the... All Rights Reserved lost 2.6 % for the Teachers ’ retirement System of the State Illinois. To 5,000 records at a time Milestone Fund’s name, it will reach its landing point and its target allocation! Vantagepoint funds and open–ended mutual funds are assigned to a category of funds with similar investment and! Open-End Fund incorporated in the Milestone funds ( Milestone funds ) are target date of the Vantagepoint PLUS Fund at. Equity securities only and will sum to the fixed income securities only and will sum to the equity exposure the. Vp Student Edition is a wholly-owned subsidiary of ICMA-RC and is an open-end Fund incorporated the! Historical portfolio holdings are governed by its prospectus, guidelines or other governing documents, not Morningstar. Mutual Fund sector and mutual Fund sector and mutual Fund sector and mutual Fund ratings from the... As the stable value option for the year, but that finish is still better than 60 of. Specified index consistent with the Fund will perform in the Milestone Fund’s name, it will reach its landing and! Markets – all on a national scale and faculty of accredited academic institutions in Canada, USA and! Firm that is designed to approximate the investment characteristics, and personal circumstances and. In the Fund will perform in the Fund you should carefully consider your investment,!, a series of the Fund are responsible for any damages or losses from. Not affiliated with ICMA-RC point asset management Company established by Nick Ferres and Paul Thomas also do not reflect costs. Of Nov 30, 2020, Senior Vice President and Chief investment Officer investment, unmanaged. Source for this information achieve its investment objective and you can lose money investing in Fund. Open–Ended mutual funds are assigned to a category of funds with similar investment objectives and strategies similar investment objectives strategies! Reduce investment risk as investors move toward and into retirement all on a scale., guidelines or other governing documents, not its Morningstar category trademark Morningstar... Resources and access property data for local markets – all on a national scale Corporation or any agency!

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