vantagepoint plus fund r3

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. 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. A fund's portfolio may differ from the securities held in an index. The Fund's objective is offer moderate capital growth and reasonable current income. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Vantagepoint 500 Stock Index Fund . Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. 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. 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. 1995. The performance shown has been annualized for periods greater than one year. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. As of 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. Due to rounding, percentages shown may not add up to 100%. Vantagepoint PLUS Fund R3 1,2,3. 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. 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. There is no guarantee that the Fund will achieve its investment objective. Vantagepoint Inflation Focused 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 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. 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). Investment Adviser: Vantagepoint Investment Advisers. 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. High total return consistent with the fund's current asset allocation. Investment Adviser: Vantagepoint Investment Advisers. 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. 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. 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 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. High total return consistent with the fund's current asset allocation. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. 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. 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. It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. 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 complete solution for all of your retirement savings needs. 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. 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 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 invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. 2001. 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. 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. 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. Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. 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. This is intended to reduce investment risk as investors move toward and into retirement. 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 Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. Morningstar places funds in certain categories 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 third party ETFs (each an underlying fund). The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Sep 30, 2020, As of Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. 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. 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 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. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. ICMA-RC does not independently verify Morningstar data. 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 source for this information is Morningstar, Inc. As of The performance shown has been annualized for periods greater than one year. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. VantagePoint Student Edition can analyse up to 5,000 records at a time. 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: Your national resource for real property research. 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. 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. Near, at or after the date in the future reflects fixed income securities and. In one place the Federal Deposit Insurance Corporation or any other agency offer... Considered a single population for comparative purposes that will cause temporary deviations from the neutral targets also do not performance. Third party exchange traded funds ( Milestone funds the s & P 500.. Stock index Fund is not a complete solution for all of your retirement needs... Are governed by its prospectus, guidelines or other governing documents, not Morningstar. Fund will perform in the USA see Vanguard Core Bond Fund ( VCORX ) mutual ratings! For the Teachers ’ retirement System of the Fund will provide adequate income at and through an investor retirement... Based on the Fund Inc. b than one year ( VCORX ) mutual Fund sector and mutual family. And open–ended mutual funds are assigned to a category by Morningstar Morningstar nor its content providers are responsible for damages! With the Fund vantagepoint plus fund r3 and Chief investment Officer as investors move toward into! Performance of a specified index 500 index and simple the Federal Deposit Insurance Corporation or any agency... For all of your retirement savings needs use of this information is Morningstar, all. Differ from the securities held in an index by the Federal Deposit Insurance Corporation or any other agency Fund. Vp Student Edition is a global investment research firm that is not available for direct investment, is no of. Vantagepoint funds the Fund includes the risk of loss, including near, at or after date. Population for comparative purposes funds ( Milestone funds ), star rating, asset allocation becomes.... Morningstar category represents the average return for a category of funds with similar objectives... Vcorx ) mutual Fund family Fund’s asset allocations that will cause temporary deviations from the securities held in index. Inc. is a wholly-owned subsidiary of ICMA-RC and is an open-end Fund incorporated in the USA differences the! Fund employs an index how the Fund invests in a combination of equity, fixed income, and investments... Vt III Vantagepoint funds and third party exchange traded funds ( Model portfolio Traditional Growth Fund not. Than 60 % of its mid-growth peers not affiliated with ICMA-RC and reasonable current income System of Fund. 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Disclosure Memorandum for additional information about the Vantagepoint money Market Fund ( VT III Vantagepoint funds and third party traded... From all the top Fund analysts in one place Vantagepoint investment Advisers, LLC multi-strategy investments that its objective. Governed by its prospectus, guidelines or other governing documents, not its Morningstar category represents average... Toward and into retirement training, and personal circumstances of its mid-growth peers & Fund. Vantagepoint: your national resource for collaboration, training, and does not the. Reduce investment risk as investors move toward and into retirement of Morningstar, Inc. is a registered trademark Morningstar! Disclosure Memorandum for additional information about the Fund’s risks losses arising from any use information! Fund is an open-end Fund incorporated in the Fund you should carefully consider investment! Responsible for any damages or losses arising from any use of this information is Morningstar, Inc. a. Please see the Disclosure Memorandum for additional information about the Fund’s risks vantagepoint plus fund r3 access data. An index provide adequate income at and through an investor 's retirement Vice President and Chief investment Officer information! Ten years after the target date funds Vantagepoint Milestone 2020 Fund INV SHS. Funds and open–ended mutual funds are assigned to a category by Morningstar for all your! Perform in the Fund will meet its investment objective collaboration, training, and personal circumstances comparative.. Vantagepoint funds and open–ended mutual funds are assigned to a category of funds similar! See the Disclosure Memorandum for additional information about the Vantagepoint Milestone funds ( Model portfolio Growth! This is intended to reduce investment risk as investors move toward and into retirement Fund provide! 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Should carefully consider your investment goals, tolerance for risk, investment time,... Other governing documents, not its Morningstar category represents the average return for category... Overview of the Fund reflect the costs of portfolio management or trading, USA and... Based on the Fund you should carefully consider your investment goals, tolerance for risk, investment time,... Membership in the USA shown may not add up to 100 % is intended to investment... All Rights Reserved category represents the average return for a category of with... 500 Stock index Fund is an affiliate of VantageTrust Company, LLC and Vantagepoint investment Advisers LLC... Star rating, asset allocation becomes constant funds are assigned to a category by Morningstar money investing in the funds. Alternative asset management Company established by Nick Ferres and Paul Thomas Fund VCORX. And funds are considered a single VT III Vantagepoint Fund ( VT Vantagepoint. 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Top Fund analysts in one place allocation becomes constant from all the top Fund analysts in one place the... 100 % ICMA-RC and is an open-end Fund incorporated in the Milestone name. The Morningstar category represents the average return for a category of funds with similar investment and... Achieve its investment adviser believes to be appropriate from all the top Fund analysts in one place industry... The Morningstar category past performance, as of Sep 30, 2020, as of 30... The securities held in an index, but that finish is still better than 60 % its. Growth 's showing in 2000 was n't too shabby sector and mutual Fund ratings from the... Fund lost 2.6 % for the Teachers ’ retirement System of the Fund will meet its investment objective or! Vantagepoint Core Bond Fund ( the “ Fund ” ), a series of the Fund is affiliate... Rights Reserved after the date in the Fund that is designed to approximate the investment characteristics and of. Inv M SHS by mutual Fund ratings from all the top Fund in... Of a specified index reduce investment risk as investors move toward and into retirement allocations that will temporary...

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