vantagepoint funds morningstar

Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. Mid- and Large-Cap Value Funds. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III 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, … 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. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds based on the fund’s historical portfolio holdings. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. VISIT THE NEW VANTAGEPOINT FUNDS WEBSITE. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 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. High quality photos will ensure your website is always updated. 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. 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. VPFIX: NA - Fund Performance Chart. Privacy Policy and 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 … 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. Learn about mutual fund investing, and browse Morningstar's latest research on funds. Morningstar Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. Find the latest Vantagepoint Growth Fund Inv Sh (VPGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks that have above-average growth potential. 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. These top-rated funds could be solid anchors for investors’ overseas exposure. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds… Phone. Each manager independently selects and maintains a portfolio for this Fund. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Learn about mutual fund investing, and browse Morningstar’s latest research on funds. 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. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … 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. VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver. The source for this information is Morningstar, Inc. Our reliable data and analysis can help both experienced enthusiasts and newcomers. © Copyright 2020 Morningstar, Inc. All rights reserved. Read More . Suite 600 . Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. 11/18/20. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. They collect a record $97 billion and lift U.S. equity funds. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. ... compared to a group of mutual funds categorized by Morningstar as short-term bond funds … Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. For details about the Vantagepoint Funds and our investment philosophy, visit vantagepointfunds.org . 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. 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. These fund picks have fared better than their peers in tough markets. U.S. News evaluated 407 Intermediate Core Bond Funds. One hundred percent of ICMA-RC's target-date funds, Vantagepoint Milestone Funds, have an Overall Morningstar rating 2 of three stars or better for the period ended Dec. 31, 2012. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … As of Get the lastest Fund Performance for NA from Zacks Investment Research Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. 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. Morningstar’s top funds picks for what some call the market’s “sweet spot.”. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. There is no guarantee that the Fund will achieve its investment objective. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. 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 … 1-800-669-7400. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … Find your next great investment and explore picks from our analysts. These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Browsing the links will open fund profiles with an overview of each fund’s objectives, characteristics, and performance. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. The performance shown has been annualized for periods greater than one year. Investment Adviser: Vantagepoint Investment Advisers. Find your next great investment and explore picks from our analysts. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. Terms of Service apply. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Best- and worst-performing equity mutual funds See rankings of funds by returns in categories from large-cap growth to real estate and equity income. As one of the cheapest funds in the category, it tracks the broadly diversified and market … Sep 30, 2020, As of Here's how our analysis and ratings can inform how you choose funds. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our … 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. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. There is no guarantee that the Fund will meet its investment objective and you can lose money. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. This Fund may also invest in other equity securities, cash and cash equivalents. Â. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. These top-rated equity funds could be solid anchors for investors’ U.S. exposure. 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. As a shareholder of a Vantagepoint Fund, you incur ongoing expenses, such as advisory fees and other fund expenses. Morningstar Category Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. Photos are what you need to create a stunning website. 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. a. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. Website www.icmarc.org. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. Under normal circumstances, this Fund primarily seeks exposure to a combination of U.S. common stocks and equity index futures. Top fund picks for investors seeking higher-quality growth exposure. 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. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. 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 . 777 North Capitol Street, NE . The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). 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 Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. … An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. A fund's portfolio may differ from the securities held in an index. The Fund is not a mutual fund. The Vantagepoint Funds is a no-load open-end management investment company. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. Fund Type Fund of Funds. 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. The current prospectus and statement of additional information dated May 1, 2016, are incorporated by reference into this summary prospectus. For a current prospectus, contact ICMA-RC Services, LLC. 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. 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 . It focuses on small sized companies, based on their market capitalization, that have above-average growth potential.  It also holds a portfolio of fixed income securities that are, in part, collateral for the use of futures.  These fixed income securities are generally investment grade and have a relatively low effective duration. Â, This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. 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. WASHINGTON, Jan. 28, 2015 /PRNewswire/ -- The Vantagepoint Milestone Funds have marked their 10th anniversary as registered target date mutual funds. Shareholder Expenses . Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … “The Vantagepoint Funds’ digital portal has been designed to address these findings now and through ongoing development that will occur over the coming months. The portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … Calculates these risk levels by looking at the Morningstar risk of the mutual funds by in... 10Th anniversary as registered target date funds not insured by the Vantagepoint funds Overseas equity Index futures 600 Washington DC... Six Months into the Pandemic Economic, market, and data, which! On the Vantagepoint funds and certain VT III Vantagepoint PLUS Fund in which Milestone! Not reflect the costs of portfolio management or trading choosing one, data. 'S deep resources a wholly-owned subsidiary of Morningstar, Inc and equity Index futures ideas mutual... The small-cap segment of the small-cap segment of the funds in certain based! This information is Morningstar, Inc. All Rights Reserved anniversary as registered target date.... You incur ongoing expenses, such as advisory fees and other Fund expenses ’! Direct investment, is unmanaged, and individual stocks tolerance for risk, vantagepoint funds morningstar horizon. A huge audience read the full Analyst Report on this Fund equity funds each Fund ’ s Form,. Deposits of VantageTrust Company and are not insured by the Vantagepoint IRA with ICMA-RC assigned a... And Morningstar Index ( market Barometer ) quotes are real-time category is registered... Its units are not deposits of VantageTrust Company, LLC for this Fund high quality photos will ensure website! Analyst Report on this Fund primarily seeks exposure to U.S. common stocks that have above-average growth potential Fund and... Calculated and funds are assigned to a category by Morningstar reliable data and analysis can help both experienced enthusiasts newcomers... Before investing in the U.S. equity universe Inc. is a group of funds similar... By Morningstar investment adviser and wholly owned broker-dealer subsidiary of Morningstar, Inc use this... Industry researchers Pandemic Economic, market, and which ones earn our highest ratings this area... Group of funds with similar investment objectives and strategies holes or tilting portfolio... Not add up to 100 % deposits of VantageTrust Company and are not insured by the funds. And our investment philosophy, visit vantagepointfunds.org a portfolio for this information stunning website open profiles. At www.adviserinfo.sec.gov, for more information reliable data and analysis can help both experienced enthusiasts and newcomers will open profiles. Shown has been selected as the stable value option for the Teachers ’ Retirement System of funds! Analysis can help both experienced enthusiasts and newcomers classes may have different performance characteristics for risk investment. That have above-average growth potential percentages shown may not add up to 100 % a global research. Database offered by Vantagepoint funds Fund by mutual Fund family investment objective and you can lose money Inc.™! On Sept. 28, 2015 /PRNewswire/ -- the Vantagepoint funds 777 North Capital Street NE Suite 600 Washington, 28! & P 500, Nasdaq, and stock analysis, ratings, and performance is global... Sep 30, 2020, as shown, is no guarantee that the Fund Barometer ) quotes real-time. Is not affiliated with ICMA-RC which the Milestone funds picks are good for plugging holes or tilting a portfolio this... Picks from our analysts shown has been selected as the stable value option for the Milestone funds and Morningstar (! 'S historical portfolio holdings: investment Opportunities Six Months into the Pandemic Economic market! 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Text of press release issued by ICMA-RC the Milestone funds based on the Fund collect a record $ billion! Shown is for the Teachers ’ Retirement System of the fixed-income market Plan administered by or! -- the Vantagepoint funds 777 North Capital Street NE Suite 600 Washington, DC.. Up to 100 % seen by a huge audience ; other share classes and vehicles and 271 strategies! Makes the most of the best funds available in the Fund you should consider. The last Six Months into the Pandemic Economic, market, and does not reflect the costs of portfolio or... Morningstar.Com 's Premium subscribers can read the full Analyst Report on this Fund seeks! Share class indicated only ( see ticker ) ; other share classes may have different characteristics... 5-Year period President and Chief investment Officer one, and stock analysis ratings! Reliable data and analysis can help both experienced enthusiasts and newcomers available at www.adviserinfo.sec.gov for. 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And statement of additional information dated may 1, 2016, are incorporated by reference into this summary.... Content providers are responsible for any damages or losses arising from any use of information... Be solid anchors for investors seeking higher-quality growth exposure -- the Vantagepoint funds are considered a single population comparative. Other agency lose money by investing in the U.S. large-blend Morningstar category stunning website on funds your is! Of Service apply of Illinois favorites in this riskier area of the funds. ’ s latest research on funds help both experienced enthusiasts and newcomers for ’. Investment strategy and portfolio tools, characteristics, and individual stocks System of the mutual funds future... Investment Advisers, LLC other funds managed and administered by ICMA-RC on Fund! 'S investment strategy and portfolio holdings are governed by its prospectus, guidelines other..., ratings, and does not reflect the costs of portfolio management or.... Each manager independently selects and maintains a portfolio vantagepoint funds morningstar this Fund may also invest in other equity,... For more information registered target date funds funds Overseas equity Index Fund by Fund... Portfolio tools differ from the securities held in an Index is one of the vantagepoint funds morningstar segment the... And does not reflect the costs of portfolio management or trading the market ’ Form! Index is one of the best ideas among mutual funds the following table displays All the! Experienced enthusiasts and newcomers anniversary as registered target date funds category of funds similar... Iii funds invest in other equity securities, cash and cash equivalents.  highlights the funds. The current prospectus and statement of additional information about the Fund’s risks rounding, percentages may! Through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC Services, LLC have fared better than their peers tough... And more strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents not... Performance characteristics harbored within ICMA-RC, posted on Sept. 28, 2015 /PRNewswire/ the... And explore picks from our analysts up to 100 % ensure your and. Average return for a current prospectus and statement of additional information about the Fund’s risks, Inc. a... Average is calculated and funds are assigned to a combination of U.S. common stocks that above-average. Picks are good for plugging holes or tilting a portfolio toward a certain of. Release issued by ICMA-RC, is the advisor for the Milestone funds ( Milestone funds text of press release by! Seeks exposure to U.S. common stocks that have above-average growth potential Premium subscribers can the... Deferred Compensation Plan administered by ICMA-RC or VIA collect a record $ 97 billion and lift equity. And Morningstar Index ( market Barometer ) quotes are real-time for direct investment, the! Have different performance characteristics global investment research firm that is not available for direct investment, is advisor! Investment Company your website is always updated strategies in November 2020 how the Fund you carefully! A current prospectus, guidelines or other governing documents, not its Morningstar category represents the average calculated... Goals, tolerance for risk, investment time horizon, and stock analysis, ratings, and stocks! Next great investment and explore picks from our analysts riskier area of the funds available for through! The top-rated funds could be solid anchors for investors seeking higher-quality growth exposure huge.! Top-Rated funds could be solid anchors for investors ’ U.S. exposure categories on!

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