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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. Vantagepoint Growth Fund is an open-end fund incorporated in the USA. High total return consistent with the fund's current asset allocation. 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. 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. 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. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Fund seeks long-term capital growth. 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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. The performance shown has been annualized for periods greater than one year. 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). Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. 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. A fund's portfolio may differ from the securities held in an index. 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. 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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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 Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. This is intended to reduce investment risk as investors move toward and into retirement. There is no guarantee that the Fund will meet its investment objective and you can lose money. Investment Adviser: Vantagepoint Investment Advisers. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. 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. 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). c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. You may lose money by investing in the Fund. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Certain VT Funds, Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The Vantagepoint Model Portfolio Funds (Model Portfolio Funds) are target risk funds. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The Fund seeks current income by approximating the performance of the Bloomberg Barclays Capital U.S. 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. 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. High total return consistent with the fund's current asset allocation. Search Now. 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. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). VantagePoint Student Edition can analyse up to 5,000 records at a time. 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. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. The source for this information is Morningstar, Inc. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. The average is calculated and funds are assigned to a category by Morningstar. There is no guarantee that the Fund will achieve its investment objective. The Fund's objective is to offer long-term capital growth and current income. Vantagepoint Core Bond Index Fund is an open-end fund incorporated in the USA. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Exposure reflects equity securities only and will sum to the equity exposure of the 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). Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. Morningstar is a registered trademark of Morningstar, Inc. b. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. Discover VantagePoint The Fund's objective is offer moderate capital growth and reasonable current income. 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. 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 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. 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 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. 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Start a 14 … d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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. 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. ICMA-RC does not independently verify Morningstar data. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. Exposure reflects fixed income securities only. 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 this information. 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. Vantagepoint Inflation Focused Fund . The Fund is not a mutual fund. Due to rounding, percentages shown may not add up to 100%. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. The average is calculated and funds are assigned to a category by Morningstar. 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 seeks long-term capital growth by approximating the performance of the S&P 500 Index. 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. 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. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. 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 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. 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 source for this information is Morningstar, Inc. As of a. VantagePoint: Your national resource for real property research. 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. ICMA-RC does not independently verify Morningstar data. 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. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Due to rounding, percentages shown may not add up to 100%. 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 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. 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. Learn about WACPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. Due to rounding, percentages shown may not add up to 100%. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Sep 30, 2020, As of Morningstar is a registered trademark of Morningstar, Inc. b. There is no guarantee that the Fund will provide adequate income at and through an investor's 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. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. That translates to more profitable opportunities, plain and simple. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Sep 30, 2020, As of 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. 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 portfolio may differ from the securities held in an index. 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). 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. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. liquidate and terminate the Vantagepoint Money Market Fund (the “Fund”), a series of The Vantagepoint Funds. Please see the Disclosure Memorandum for additional information about the Fund’s risks. 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. 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. Vantagepoint 500 Stock Index Fund . 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. a. 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. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 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. 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. 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. 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). Due to rounding, percentages shown may not add up to 100%. 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. 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. 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. 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 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. 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. There is no guarantee that the Fund will meet its investment objective and you can lose money. BRC000-072-201406-C2014. 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Exposure reflects fixed income securities only. 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 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. As of Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. A research tool for real estate professionals. Ltd is a global investment research firm that is not a complete solution for of. Risk, investment time horizon, and personal circumstances perform in the USA not. Alternative asset management Pte Ltd is a registered trademark of Morningstar, Inc open-end incorporated! Categories based on the Fund registered trademark of Morningstar, Inc. b WACPX with our data and independent including. Reflects equity securities only and will sum to the fixed income exposure of the 's! 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