vantagepoint plus fund r3

There is no guarantee that the Fund will achieve its investment objective. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. 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. 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. 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. This is intended to reduce investment risk as investors move toward and into 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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. A fund's portfolio may differ from the securities held in an index. 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 source for this information is Morningstar, Inc. The source for this information is Morningstar, Inc. ICMA-RC does not independently verify Morningstar data. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. 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. You may lose money by investing in the Fund. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 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. Due to rounding, percentages shown may not add up to 100%. The Fund is not a complete solution for all of your retirement savings needs. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. High total return consistent with the fund's current asset allocation. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. The performance shown has been annualized for periods greater than one year. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. Investment Adviser: Vantagepoint Investment Advisers. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. You may lose money by investing in the Fund. 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). 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 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 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. Vantagepoint Core Bond Index Fund is an open-end fund incorporated in the USA. 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. 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. 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. There is no guarantee that the Fund will achieve its investment objective. 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. Discover VantagePoint Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. 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. That translates to more profitable opportunities, plain and simple. The Fund is not a mutual fund. a. 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. See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. A fund's portfolio may differ from the securities held in an index. 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. 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. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. 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. 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 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. Due to rounding, percentages shown may not add up to 100%. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. ICMA-RC introduces the Vantagepoint Model Portfolio funds. 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: Your national resource for real property research. 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. 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. As of It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. 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. 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. A research tool for real estate professionals. 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. Vantagepoint Inflation Focused Fund . Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 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. 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. The fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Morningstar is a registered trademark of Morningstar, Inc. b. There is no guarantee that the Fund will meet its investment objective and you can lose money. The Vantagepoint Model Portfolio Funds (Model Portfolio Funds) are target risk funds. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. VantagePoint Student Edition can analyse up to 5,000 records at a time. 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. High total return consistent with the fund's current asset allocation. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. 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. 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. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Exposure reflects fixed income securities only and will sum to the fixed income 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. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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. Investment Adviser: Vantagepoint Investment Advisers. Exposure reflects fixed income securities only. The performance shown has been annualized for periods greater than one year. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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. 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. This is intended to reduce investment risk as investors move toward and into retirement. 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. 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. Point and its target asset allocation becomes constant consider your investment goals, for! Performance, as shown, is unmanaged, and multi-strategy investments that its investment objective and you can money... 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