Investment Adviser: Vantagepoint Investment Advisers. WASHINGTON, Jan. 28, 2015 /PRNewswire/ -- The Vantagepoint Milestone Funds have marked their 10th anniversary as registered target date mutual funds. 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. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Nov 30, 2020, Senior Vice President and Chief Investment Officer. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. The source for this information is Morningstar, Inc. 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. This Fund may also invest in other equity securities, cash and cash equivalents. Â. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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 This Fund … 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 . 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. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … As one of the cheapest funds in the category, it tracks the broadly diversified and market … Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Phone. There is no guarantee that the Fund will achieve its investment objective. … Table of Contents. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. As of Shareholder Expenses . VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … Find your next great investment and explore picks from our analysts. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … Top fund picks for investors seeking higher-quality growth exposure. 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. These top-rated equity funds could be solid anchors for investors’ U.S. exposure. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. 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. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. “The Vantagepoint Funds’ digital portal has been designed to address these findings now and through ongoing development that will occur over the coming months. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Read More . It generally focuses on well-established large and medium sized companies based on their market capitalization. Website www.icmarc.org. Fund Type Open-End Fund. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. Rankings. Find the latest Vantagepoint International Fun (VPINX) stock quote, history, news and other vital information to help you with your stock trading and investing. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 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. 1-800-669-7400. Suite 600 . Morningstar is a registered trademark of Morningstar, Inc. b. 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. 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 Milestone Funds (Milestone Funds) are target date funds. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. 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, … Images will drive traffic to your website and be seen by a huge audience. Here's how our analysis and ratings can inform how you choose 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. 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. This site is protected by reCAPTCHA and the Google There is no guarantee that the Fund will meet its investment objective and you can lose money. 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. Each manager independently selects and maintains a portfolio for this Fund. 1-800-669-7400. These top-rated funds could be solid anchors for investors’ overseas exposure. Introducing the Enhanced Morningstar Analyst Rating for Funds, How the Analyst Ratings Could Change Under the New Approach to Assessing Funds, Morningstar Analyst Rating for Funds Methodology, Muni National Intermediate-Term Bond Funds, This Strong Bond Fund Thinks Outside the Box, November Analyst Ratings Upgrades, Downgrades, and More, Morningstar's Guide to Target-Date Investing, Hfqtnkrv Vvhncgcqfvz Mmb Wpnp (lnMQ) YZGWQ. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Our reliable data and analysis can help both experienced enthusiasts and newcomers. We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. These stocks and funds are the closest matches found for: vantagepoint The VT III Vantagepoint PLUS Fund is a master … Due to rounding, percentages shown may not add up to 100%. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. Get the lastest Fund Performance for NA from Zacks Investment Research The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. 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. They collect a record $97 billion and lift U.S. equity funds. Phone. © Copyright 2020 Morningstar, Inc. All rights reserved. Find funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. 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. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. The average is calculated and funds are assigned to a category by Morningstar. Morningstar Category 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. Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020. 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. As a shareholder of a Vantagepoint Fund, you incur ongoing expenses, such as advisory fees and other fund expenses. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. ... compared to a group of mutual funds categorized by Morningstar as short-term bond funds … You may lose money by investing in the Fund. The current prospectus and statement of additional information dated May 1, 2016, are incorporated by reference into this summary prospectus. 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 … The Fund’s principal investment risks include: Stock Market Risk, Small-Cap Securities Risk, Preferred Stock Risk, Foreign Securities Risk, Foreign Currency Risk, Convertible Securities Risk, High Yield Securities Risk, Municipal Securities Risk, Derivative Instruments Risk, Interest Rate Risk, Credit Risk, Call Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, U.S. Government Agency Securities Risk, Portfolio Turnover Risk, Multi-Manager Risk, Large Investor Risk. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks that have above-average growth potential. 777 North Capitol Street, NE . VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. This Fund uses multiple managers. 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 . The performance shown has been annualized for periods greater than one year. These fund picks have fared better than their peers in tough markets. VANTAGEPOINT LOW DURATION BOND FUND . Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our … a. 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