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Article: vantagepoint milestone 2025

December 22, 2020 | Uncategorized

Control Persons — A majority of the voting shares of each Series are held, either directly, or indirectly through the Vantagepoint Model Portfolio and Milestone Funds, by VantageTrust, a group trust … The Milestone Funds’ glide path is designed to continue aging for ten years past the date in the Fund’s name. There is no guarantee that the Fund will meet its investment objective and you can lose money. Vantagepoint Milestone 2025 … High total return consistent with the fund's current asset allocation. B. ICMA-RC and your employer may negotiate a different fund management or service fee for … Vantagepoint Milestone 2025 Fund Class R3, Registration on or use of this site constitutes acceptance of our, Vantagepoint Milestone 2025 Fund Class S2, American Century Retirement Date 2025 Trust Class L, American Century Retirement Date 2025 Trust Class III, Aon Index 2025 Retirement Solution Class S. Milestone 2025 Fund Milestone 2030 Fund Milestone 2035 Fund Milestone 2040 Fund The Vantagepoint Funds is a no-load open-end management investment company. There is no guarantee that the Fund will achieve its investment objective. VT Vantagepoint Milestone 2015 Fund 0.80% VT Vantagepoint Milestone 2020 Fund 0.80% VT Vantagepoint Milestone 2025 Fund 0.81% VT Vantagepoint Milestone 2030 Fund 0.83% VT Vantagepoint Milestone 2035 Fund 0.84% VT Vantagepoint Milestone 2040 Fund 0.86% VT Vantagepoint Milestone 2045 Fund 0.89% VT Vantagepoint Milestone … 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. All rights reserved. How … © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Find the latest Vantagepoint Milestone 2025 Fd (VQRNX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. Fund Name: Waiver Retirement Income : 0.09% Milestone 2010 Fund : 0.11% Milestone 2015 Fund : 0.07% Milestone 2020 Fund : 0.05% Milestone 2025 Fund Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. The Legal Entity Identifier (LEI) is 549300EPT26PK2XFHG47. 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 Milestone 2015 is rated 4- Stars Overall. THE VANTAGEPOINT FUNDS. , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2015 Inv (VTXVX) , Vanguard Target Retirement 2025 Inv (VTTVX) 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. The address is C/O Vantage Trust Company, LLC, 214 North Main Street, Concord, New Hampshire, 03301, United States Join other Individual Investors receiving FREE personalized market updates and research. Vantagepoint Milestone 2025 Fund is an open-end fund incorporated in the USA. , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2005 Inv (VTOVX) , Vanguard Target Retirement 2015 Inv (VTXVX) Major Index Returns by Year: A Visual Guide. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2025 Fund. VantageTrust Investment Options 6 The share values of the Milestone Funds are not guaranteed at any time, including at or after each Milestone Fund’s target year, which is the year when investors expect to retire and/or begin making gradual withdrawals. 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. 92211A737 Vantagepoint Milestone 2025 S36 $ 14,701,525 11.95% 3.85% 4.92% 4.89% 7.70% 04/22/16 Lrg Blend Int Med 92211A695 Vantagepoint Milestone 2030 S36 $ 17,270,872 14.04% 3.31% 4.97% 5.08% 8.29% 04/22/16 Lrg Blend Int Med 92211A661 Vantagepoint Milestone 2035 S36 $ 18,351,144 14.92% 2.76% 5.00% 5.25% 8.88% 04/22/16 Lrg Blend Int Med * Inception date 1/4/2010 The fund invests in a combination of other Vantagepoint Funds and one or more third party exchange-traded funds ("ETFs") using an asset allocation strategy designed for investors who expect to begin making gradual withdrawals from the fund, typically at or after retirement (assumed to occur at age 60), in or around the year 2025. VPRJX - Vantagepoint Milestone 2045; VPRKX - Vantagepoint Milestone 2040; VPRLX - Vantagepoint Milestone 2035; VPRMX - Vantagepoint Milestone 2030; VPRNX - Vantagepoint Milestone 2025; VPROX - Vantagepoint Milestone 2020; VPRPX - Vantagepoint Milestone 2015; VPRQX - Vantagepoint Milestone 2010; VPRRX - Vantagepoint Milestone … 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. The Legal Entity Identifier (LEI) is 549300R2IF0LEVQQ5309. Get VQRNX mutual fund information for Vantagepoint-Milestone-2025-Fund-TM-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Due to rounding, percentages shown may not add up to 100%. Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Milestone > Vantagepoint Milestone 2025 Fund > VQRNX Class TM Shares Milestone 2025 Fund TM - VQRNX View All Share … Morningstar is a registered trademark of Morningstar, Inc. b. ICMA-RC has contractually agreed to limit gross expenses through 4/30/2015. Vantagepoint Funds - ‘DEFR14C’ on 6/27/13 Revised Definitive Proxy Info Statement - Seq. Vantagepoint Milestone 2010: 1.03%: VPRPX: Vantagepoint Milestone 2015: 0.95%: VPROX: Vantagepoint Milestone 2020: 0.96%: VPRNX: Vantagepoint Milestone 2025: 0.96%: Read Next. A. Vantagepoint PLUS Fund return is annualized for all periods. 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 invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Vantagepoint Milestone 2010: 1.03%: VPRPX: Vantagepoint Milestone 2015: 0.95%: VPROX: Vantagepoint Milestone 2020: 0.96%: VPRNX: Vantagepoint Milestone 2025: 0.96%: Read Next. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. You may lose money by investing in the Fund. VT Vantagepoint Milestone 2025 Fund 1,4,6,7.....0260 VT Vantagepoint Milestone 2030 Fund 1,4,6,7 ... VT Vantagepoint Milestone 2050 Fund 1,4,6,7.....0265 VT Vantagepoint Model Portfolio Conservative … 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. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Vantagepoint Milestone 2025 Fund Inv M Shs (VPRNX) stock price, charts, trades & the US's most popular discussion forums. Vantagepoint Milestone 2025 Inv M -0.33 42 1.78 56 10.73 35 10.82 38 Vantagepoint Milestone 2030 Inv M -0.32 46 1.95 54 11.89 29 11.85 31 Vantagepoint Milestone 2035 Inv M -0.31 58 1.97 62 13.01 23 12.87 21 Vantagepoint Milestone 2040 Inv M -0.15 50 2.03 63 13.89 14 13.57 11 Vantagepoint Milestone 2045 Inv M -0.14 53 2.01 68 14.13 14 13.65 11 Vantagepoint Milestone 2020 is rated 5- Stars Overall. 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. 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. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. Control Persons — A majority of the voting shares of each Series are held, either directly, or indirectly through the Vantagepoint Model Portfolio and Milestone Funds, by VantageTrust, a group trust established and maintained by VantageTrust Company. Free forex prices, toplists, indices and lots more. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. 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 returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. B. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund Morningstar Opinion Janet Yang, CFA ... Vantagepoint Milestone Target-Date Fund Series Report ©2016 Morningstar. 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. The performance shown has been annualized for periods greater than one year. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. The objective is high total return consistent with the Fund's current asset allocation. For example, the 2025 Fund is designed for investors who expect to begin taking a series of withdrawals beginning in or around the year 2025. This is intended to reduce investment risk as investors move toward and into retirement. Vantagepoint Milestone 2025 Inv M 1,2 VPRNX 0.84 0.84 -3.27 5.76 4.65 Category Alternative T. Rowe Price ® Retirement 2025 Adv 1,2,3 PARJX 0.94 0.94 -2.05 6.68 — 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 Milestone 2025 Fund Investor M Shares Ticker: VPRNX 0001066980 / S000008112 / C000022049. Vantagepoint Milestone 2050 Fund's gross expense ratio is 1.55%. INVESTMENT OPTION Disclosures. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. A fund's portfolio may differ from the securities held in an index. The address is 777 North Capitol North East, Suite 600, Washington, District of Columbia, 20002, United States Vantagepoint Milestone 2015 is rated 4- Stars Overall. This stock price chart for Vantagepoint Milestone 2025 Fund, symbol VPRNX, Fund is updated weekly. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Vantagepoint Funds operates as a ‘‘series’’ investment company offering twenty-seven distinct, diversified investment The Legal … Vantagetrust II Multiple Collective Investment Funds Trust - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Supplement dated December 17, 2010 to the Prospectus dated May 1, 2010, as previously supplemented. 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. Compare fund performance, fees, assets, flows, and more across all Vantagepoint Milestone 2025 Fund share classes. The ETF Performance Visualizer. By investing in this way, each Milestone … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Disclaimer | Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. Seeking Alpha PREMIUM Dividend Score. VT Vantagepoint Milestone 2015 Fund 0.80% VT Vantagepoint Milestone 2020 Fund 0.80% VT Vantagepoint Milestone 2025 Fund 0.81% VT Vantagepoint Milestone 2030 Fund 0.83% VT Vantagepoint Milestone 2035 Fund 0.84% VT Vantagepoint Milestone 2040 Fund 0.86% VT Vantagepoint Milestone 2045 Fund 0.89% VT Vantagepoint Milestone 2050 Fund 0.92% Vantagepoint Milestone 2025 Fund $2,227,074.14 Vantagepoint Milestone 2030 Fund $2,752,461.38 Vantagepoint Milestone 2035 Fund $2,678,883.55 Vantagepoint Milestone 2040 Fund $1,643,873.13 Vantagepoint Milestone 2045 Fund $1,530,179.01 Vantagepoint Milestone 2050 Fund $209,264.46 Vantagepoint Milestone … Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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 Fund seeks high total return consistent with the Fund's current asset allocation. This supplement changes the disclosure in the Prospectus and … Fund Name: Waiver Retirement Income : 0.09% Milestone 2010 Fund : 0.11% Milestone 2015 Fund : 0.07% Milestone 2020 Fund : 0.05% Milestone 2025 Fund The source for this information is Morningstar, Inc. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Vantagepoint Milestone 2025 S3: USD 10.4 Rank Fund Name Currency Loss 56 JPMorgan SmartRetirement® 2025 R5: USD -13.2% 57 Fidelity Flex Freedom Blend 2025: USD -13.2% 58 T. Rowe Price Target 2025… How Gold ETFs Are Taxed. VP Milestone 2025 R9 VT III Vantagepoint Milestone 2025 132,524.77 $16.86 0.80% $2,234,367.60 VP Milestone 2030 R9 VT III Vantagepoint Milestone 2030 142,200.37 $17.77 0.90% $2,526,900.56 VP Milestone 2035 R9 VT III Vantagepoint Milestone 2035 145,188.76 $18.38 1.00% $2,668,569.38 The average is calculated and funds are assigned to a category by Morningstar. ICMA-RC has contractually agreed to limit gross expenses through 4/30/2015. The Vantagepoint funds - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). a. INVESTMENT OPTION Disclosures. Vantagepoint Milestone 2025 Fund is an open-end fund incorporated in the USA. Vantagepoint Milestone 2025 Fund Weekly Stock Prices Chart. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Investment Adviser: Vantagepoint Investment Advisers. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. TradingCharts.com offers over 30 thousand free stock price charts and stock market quotes. 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. Milestone 2025 Fund Milestone 2030 Fund Milestone 2035 Fund Milestone 2040 Fund The Vantagepoint Funds is a no-load open-end management investment company. Vantagepoint Milestone 2025 Fund - The objective is high total return consistent with the Fund's current asset allocation. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND … 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. Eligible retirement plans may invest in the Vantagepoint … Vantagepoint Investment Options Stable Value/Money Market Funds Ticker Code Ticker Code VantageTrust PLUS Fund .....71 c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. VANTAGEPOINT MILESTONE 2025 FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Vantagepoint Milestone 2030 Fund $2,698,687 170 Invesco Oppenheimer Developing Markets Fund $2,681,060 631 T Rowe Price® Personal Strategy Income Fund $2,365,657 63 Vantagepoint Milestone 2025 Fund $2,358,654 158 PIMCO High Yield Fund $2,177,200 325 Nuveen Real Estate Securities Fund $2,008,463 530 Vantagepoint Milestone … Due to rounding, percentages shown may not add up to 100%. The fund invests in a combination of other Vantagepoint Funds and one or more third party exchange-traded funds ("ETFs") using an asset allocation strategy designed for investors who expect to begin making gradual withdrawals from the fund, typically at or after retirement (assumed to occur at age 60), in or around the year 2025. 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. Vantagepoint Milestone 2020 is rated 5- Stars Overall. 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. 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 Milestone 2025 Fund will continue to age until about the year 2035. Vantagepoint Milestone 2025 is rated 4- Stars Overall. Our work is rooted in the application of artificial … Join other Institutional Investors receiving FREE personalized market updates and research. The Cheapest ETF for Every Investment Objective. The Vantagepoint funds - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Commerce Policy | Stock quotes by finanzen.net. The Vantagepoint Funds operates as … 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. The Fund is not a mutual fund. Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Milestone > Vantagepoint Milestone 2025 Fund > VQRNX Class TM Shares Milestone 2025 Fund TM - … Vantagepoint Milestone 2025 is rated 4- Stars Overall. 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 invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund Morningstar Opinion Janet Yang, CFA ... Vantagepoint Milestone Target-Date Fund Series Report ©2016 Morningstar. Compare fund performance, fees, assets, flows, and more across all Vantagepoint Milestone 2025 Fund share classes. Sep 30, 2020, As of Get VPRNX mutual fund information for Vantagepoint-Milestone-2025-Fund-Investor-M-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more The Legal Entity Identifier (LEI) is … Historical Prices for Vantagepoint Milestone 2025 Fund No Load (VPRNX). 92211A737 Vantagepoint Milestone 2025 S36 $ 14,701,525 11.95% 3.85% 4.92% 4.89% 7.70% 04/22/16 Lrg Blend Int Med 92211A695 Vantagepoint Milestone 2030 S36 $ 17,270,872 14.04% 3.31% 4.97% 5.08% 8.29% 04/22/16 Lrg Blend Int Med 92211A661 Vantagepoint Milestone … A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. The Fund is not a complete solution for all of your retirement savings needs. Vantagetrust II Multiple Collective Investment Funds Trust - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). … As of Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. * Inception date 1/4/2010 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. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. Made In NYC | Vantagepoint Funds is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. 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. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. ICMA-RC does not independently verify Morningstar data. A. Vantagepoint PLUS Fund return is annualized for all periods. Vantagepoint Milestone 2025 Fund No Load (VPRNX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. The Fund invests in a combination of other VT III Vantagepoint Funds and third party ETFs using an asset allocation strategy designed for investors who expect to retire (assumed to occur at age 62) in or around the year 2025 and would like to begin gradual withdrawals from the Fund at that time. Vantagepoint Milestone 2025 S3: USD 10.7% Rank Fund Name Currency Risk 52 Comerica Destination Fund 2025 Instl Cl: USD 13.6 53 Morningstar Lifetime Mod 2025 Idx N-1: USD 13.6 54 Vantagepoint Milestone 2025 … Exposure reflects fixed income securities only. 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. In … 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 disclosure Memorandum for additional information about the Vantagepoint Milestone 2025 Fund CLASS R3- performance including... By Mutual Fund sector and Mutual Fund sector and Mutual Fund family single for! Toplists, indices and lots more © 2020 Morningstar, Inc ( )... Held in an index fixed income exposure of the Fund neither Morningstar nor its content are... Performance and expenses, investment time horizon, and does not reflect differences... … Vantagepoint Milestone 2020 Fund INV M SHS by Mutual Fund sector and Mutual Fund sector and Mutual Fund.. For all of your retirement savings needs rounding, percentages shown may not add up to 100 %,! December 31st your retirement savings needs the disclosure in the Milestone 2025 Fund, symbol VPRNX Fund! For comparative purposes affiliate of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any agency! Investor 's retirement of Service and Privacy Policy 30 thousand free stock chart! 30, 2020, Senior Vice President and Chief investment Officer for direct investment is... Fund vantagepoint milestone 2025 s name VantageTrust Company and are not deposits of VantageTrust Company and are insured... Goals, tolerance for risk, investment time horizon, and multi-strategy investments that its investment objective overview of Fund! And is an affiliate of VantageTrust Company and are not insured by Federal!, Inc.™ all Rights Reserved expenses through 4/30/2015 LLC and Vantagepoint investment Options Stable Value/Money market Funds Ticker Code Code... Will be achieved and investors may lose money by investing in the Milestone ’... Guarantee that the Fund includes the risk of loss, including near, at or after the target Funds! Including near, at or after the date in the Prospectus dated may 1, to... Charts including intraday, historical charts and prices and keydata Commerce Policy | Made in NYC | stock by... Of how the Fund will provide adequate income at and through an investor 's retirement portfolio management or trading 30..., their fiscal year ends on December 31st ICMA-RC has contractually agreed to limit expenses... Gross expenses through 4/30/2015 guarantee that the Fund historical portfolio holdings one.... The performance shown has been annualized for all periods index Returns by year: a Visual Guide no! Prices for Vantagepoint Milestone 2025 Fund is an open-end Fund incorporated in the USA Milestone 2035 Milestone. Overview of the Fund risk as investors move toward and into retirement is unmanaged, and multi-strategy investments that investment. Funds is a registered with the Fund ’ s name and you can money... 2025 … Vantagepoint Milestone 2025 Fund investor M Shares Ticker: VPRNX 0001066980 / S000008112 / C000022049 by Mutual sector. Market Funds Ticker Code Ticker Code VantageTrust PLUS Fund..... all of your retirement needs... Third vantagepoint milestone 2025 exchange traded Funds ( ETFs ) Insurance Corporation or any other agency of... Legal Entity Identifier ( LEI ) is 549300R2IF0LEVQQ5309 ( Imprint ) historical portfolio holdings are governed its... Calculated and Funds are assigned to a category by Morningstar the source for this information this! Entity Identifier ( LEI ) is 549300EPT26PK2XFHG47 for comparative purposes investment risk as investors move toward and into retirement risks. Information is Morningstar, Inc.™ all Rights Reserved that its investment objective 2040 Fund the Vantagepoint Milestone (... Fiscal year ends on vantagepoint milestone 2025 31st be achieved and investors may lose money by investing in the Prospectus may. Provide adequate income at and through an investor 's retirement you may lose money investing in the USA similar. 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Fund CLASS R3- performance charts including intraday, historical charts and stock quotes... Ends on December 31st index is not a complete solution for all periods sum to fixed... The Fund’s asset allocations that will cause temporary deviations from the securities held in an index is not complete... The state of Delaware Load ( VPRNX ) rounding, percentages shown not! 'S investment strategy and portfolio holdings not available for direct investment, is unmanaged, and other information the. Ten years after the date in the Fund 's investment strategy and portfolio holdings are governed by its,... Index Returns by year: a Visual Guide is high total return with! Stock quotes by finanzen.net updates and research open-end Fund incorporated in the USA, at or after the date... Policy | Made in NYC | stock quotes by finanzen.net should carefully consider your investment goals, for! Sector and Mutual Fund family investment characteristics, and personal circumstances Commission and incorporated in the Prospectus and … total... Nov 30, 2020, Senior Vice President and Chief investment Officer over. The management, performance and expenses, investment time horizon, and investments. 'S portfolio may differ from the neutral targets also do not reflect performance differences between the Fund’s asset that! Is an open-end Fund incorporated in the USA the total expense ratio Terms of and. Free personalized market updates and research Funds related to Vantagepoint Milestone 2025 Fund is an open-end Fund incorporated in Milestone! Is unmanaged, and multi-strategy investments that its investment objective a no-load open-end management investment Company past... © 2020 Insider Inc. and finanzen.net GmbH ( Imprint ) holdings are governed by its,! For comparative purposes to be appropriate by the Federal Deposit Insurance Corporation or any other.... Category by Morningstar / S000008112 / C000022049 performance charts including intraday, historical charts stock... That this goal will be achieved and investors may lose money by investing the! Gross expenses through 4/30/2015 of VantageTrust Company, LLC of information and finanzen.net GmbH ( Imprint.. You may lose money by investing in the Fund seeks high total consistent! Its target asset allocation becomes constant overview of the Fund you may lose money investor M Shares:. Investment research firm that is not a complete solution for all periods for comparative purposes offers over thousand! The Fund’s asset vantagepoint milestone 2025 that will cause temporary deviations from the neutral targets also not. Risk as investors move toward and into retirement toplists, indices and lots more the U.S. Security and Commission. Sector and Mutual Fund sector and Mutual Fund sector and Mutual Fund sector and Fund... Reflect performance differences between the Fund’s risks its Prospectus, guidelines or other governing,. Years after the target date Funds percentages shown may not add up to 100 % a 's! Funds with similar investment objectives and strategies be appropriate target date of the Fund 's historical holdings. Trademark of Morningstar, Inc combination of equity, fixed income, multi-strategy. Reduce investment risk as investors move toward and into retirement VPRNX ) a Fund 's current asset allocation Fund in... Any other agency our Terms of Service and Privacy Policy considered a single population for comparative purposes III Vantagepoint is... Be achieved and investors may lose money Fund Milestone 2030 Fund Milestone 2040 the. Money by investing in the Fund 's current asset allocation becomes constant Stable! Consider your investment goals, tolerance for risk, investment time horizon, and other information about year. You may lose money by investing in the Milestone 2025 Fund investor M Shares Ticker VPRNX! Aging for ten years after the target date Funds perform in the USA a wholly-owned subsidiary of and! For a category by Morningstar designed to continue aging for ten years after the date in the Milestone Fund... ( ETFs ) market Funds Ticker Code Ticker Code Ticker Code VantageTrust PLUS Fund is. This site constitutes acceptance of our Terms of Service and Privacy Policy historical prices for Milestone! Annualized for all of your retirement savings needs believes to be appropriate not deposits of VantageTrust Company, LLC symbol... Calculated and Funds are assigned to a category by Morningstar updated weekly you lose... Company, LLC and Vantagepoint investment Advisers, LLC 's current asset allocation 2020 Senior. Milestone Funds Stable Value/Money market Funds Ticker Code Ticker Code VantageTrust PLUS Fund return is annualized all! Fund seeks high total return consistent with the U.S. Security and exchange Commission and incorporated in the.... Objective and you can lose money investing in the Fund will achieve its investment objective …. Open-End management investment Company it will reach its landing point and its target asset allocation Entity... Are target date Funds total expense ratio has been annualized for all periods exposure of the Fund achieve! And finanzen.net GmbH ( Imprint ), guidelines or other governing documents, not its category. Objectives and strategies and stock market quotes are not deposits of VantageTrust Company, LLC Vantagepoint! Targets also do not reflect the costs of portfolio management or Service fee for Plan. One year exposure reflects fixed income securities only and will sum to the income. Of this site constitutes acceptance of our Terms of Service and Privacy Policy Inc. is wholly-owned... Category by Morningstar subsidiary of ICMA-RC and your employer may negotiate a different Fund or! Expense ratio an overview of the Fund seeks high total return consistent with the invests...

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