The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 1-800-669-7400. It focuses on small sized companies, based on their market capitalization, that have above-average growth potential.  It also holds a portfolio of fixed income securities that are, in part, collateral for the use of futures.  These fixed income securities are generally investment grade and have a relatively low effective duration. Â, This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. The portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. Washington, D.C., Oct. 25, 2018 -- The fixed income allocation of the Vantagepoint Milestone Funds was recently expanded to include investment in the stable value Vantagepoint PLUS Fund . WASHINGTON, Jan. 28, 2015 /PRNewswire/ -- The Vantagepoint Milestone Funds have marked their 10th anniversary as registered target date mutual funds. They collect a record $97 billion and lift U.S. equity funds. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. a. For a current prospectus, contact ICMA-RC Services, LLC. Table of Contents. Objective Growth Large Cap. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds based on the fund’s historical portfolio holdings. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … The following example Learn about mutual fund investing, and browse Morningstar's latest research on funds. Website www.icmarc.org. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Find your next great investment and explore picks from our analysts. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. 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. There is no guarantee that the Fund will meet its investment objective and you can lose money. Privacy Policy and Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Images will drive traffic to your website and be seen by a huge audience. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Website www.icmarc.org. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The current prospectus and statement of additional information dated May 1, 2015 as revised January 4, 2016, are incorporated by reference into this summary prospectus. Before you invest you may want to review The Vantagepoint Funds’ prospectus and statement of additional information, which contain more information about the Fund and its risks. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. The VT III Vantagepoint PLUS Fund is a master … 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 … This Fund may also invest in other equity securities, cash and cash equivalents. Â. These fund picks have fared better than their peers in tough markets. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. “The Vantagepoint Funds’ digital portal has been designed to address these findings now and through ongoing development that will occur over the coming months. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. The source for this information is Morningstar, Inc. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds… Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. VPFIX: NA - Fund Performance Chart. Best- and worst-performing equity mutual funds See rankings of funds by returns in categories from large-cap growth to real estate and equity income. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool . The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. The best passive funds for overseas exposure. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Phone. Objective Foreign Growth. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … As of These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). The Vantagepoint PLUS Fund is a top performing fund in the Hueler Analytics Stable Value Pooled Fund Comparative Universe which represents the performance returns of actual stable … Fund Type Fund of Funds. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Rankings. Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. 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, … THE VANTAGEPOINT FUNDS . 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Nov 30, 2020, Senior Vice President and Chief Investment Officer. The Fund is not a mutual fund. Read More . The average is calculated and funds are assigned to a category by Morningstar. As one of the cheapest funds in the category, it tracks the broadly diversified and market … Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. One hundred percent of ICMA-RC's target-date funds, Vantagepoint Milestone Funds, have an Overall Morningstar rating 2 of three stars or better for the period ended Dec. 31, 2012. You may lose money by investing in the Fund. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Here's how our analysis and ratings can inform how you choose funds. These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver. The current prospectus and statement of additional information dated May 1, 2015 as revised January 4, 2016, are incorporated by reference into this summary prospectus. Based on total return, 96%, 73%, and 84% of the Vantagepoint S11 class actively managed equity, fixed income, target-date and target-risk funds 2 outperformed their Morningstar category peer medians 3 for the 1, 5-, and 10-year periods ended June 30, 2017, respectively. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Each manager independently selects and maintains a portfolio for this Fund. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Shareholder Expenses . ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. 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. ... compared to a group of mutual funds categorized by Morningstar as short-term bond funds … ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds… The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. 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. 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. Morningstar’s top funds picks for what some call the market’s “sweet spot.”. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Morningstar Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Vantagepoint Funds operates as a ‘‘series’’ investment company offering twenty-seven distinct, diversified investment portfolios listed above (each a ‘‘Fund’’ and collectively the ‘‘Funds’’), with each Fund having different 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. Get the lastest Fund Performance for NA from Zacks Investment Research 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. Find the latest The Vantagepoint Funds, Broad M (VPMIX) stock quote, history, news and other vital information to help you with your stock trading and investing. Terms of Service apply. Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. Due to rounding, percentages shown may not add up to 100%. The Russell 2000® Index is a subset of the Russell 3000® Index, and includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. Morningstar is a registered trademark of Morningstar, Inc. b. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. Details about the Vantagepoint funds and certain VT III Vantagepoint PLUS Fund in which the Milestone funds Milestone... 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