VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical … 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. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. High total return consistent with the fund's current asset allocation. The Fund seeks current income by approximating the performance of the Bloomberg Barclays Capital U.S. The Vantagepoint Milestone Funds (Milestone Funds) are target date 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. It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. You may lose money by investing in 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). There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. 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). See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. The source for this information is Morningstar, Inc. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. Due to rounding, percentages shown may not add up to 100%. Exposure reflects fixed income securities only. 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. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. 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. 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. 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 neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. That translates to more profitable opportunities, plain and simple. Learn about WACPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. 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. 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. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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. ICMA-RC does not independently verify Morningstar data. The performance shown has been annualized for periods greater than one year. Investment Adviser: Vantagepoint Investment Advisers. The Vantagepoint Model Portfolio Funds (Model Portfolio Funds) are target risk 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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 The Vantagepoint Funds, 500 Sto (VPFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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 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. Certain VT Funds, Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The average is calculated and funds are assigned to a category by Morningstar. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Due to rounding, percentages shown may not add up to 100%. 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. VantagePoint Student Edition can analyse up to 5,000 records at a time. 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 source for this information is Morningstar, Inc. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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 Adviser: Vantagepoint Investment Advisers. Sep 30, 2020, As of 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). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. liquidate and terminate the Vantagepoint Money Market Fund (the “Fund”), a series of The Vantagepoint Funds. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. The performance shown has been annualized for periods greater than one year. 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. 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. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. 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. 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. 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. 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. 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. Start a 14 … Vantagepoint 500 Stock Index Fund . The Fund is not a mutual fund. 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. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. 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. Exposure reflects fixed income securities only and will sum to the fixed income 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). 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 achieve its investment objective. The Fund's objective is to offer long-term capital growth and current income. 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Due to rounding, percentages shown may not add up to 100%. 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. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). The average is calculated and funds are assigned to a category by Morningstar. A fund's portfolio may differ from the securities held in an index. 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. Nov 30, 2020, Senior Vice President and Chief Investment Officer. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. As of 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. You may lose money by investing in the Fund. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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