The Vantagepoint Market Perspective: Hopes for … WASHINGTON, Jan. 28, 2015 /PRNewswire/ -- The Vantagepoint Milestone Funds have marked their 10th anniversary as registered target date mutual funds. Fund Type Fund of Funds. 11/18/20. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Terms of Service apply. The source for this information is Morningstar, Inc. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … The Vantagepoint Funds is a no-load open-end management investment company. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Discover actionable insights today. Each manager independently selects and maintains a portfolio for this Fund. The table below lists the funds available for investment through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC. 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. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. 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 is a registered trademark of Morningstar, Inc. b. The best passive funds for overseas exposure. 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. The Vantagepoint Milestone Funds (Milestone Funds) are target date 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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. Read More . Please see the Disclosure Memorandum for additional information about the Fund’s risks. Objective Foreign Growth. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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 Fund Name Fund Code Ticker Symbol Investment Category Inception Date; Stable Value/Cash Management; Vantagepoint PLUS Fund R10 1: 7071: N/A: 10/11/2013: VT Cash Management Fund R5 … Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. 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. Website www.icmarc.org. Top fund picks for investors seeking higher-quality growth exposure. Fund Type Open-End Fund. Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. Photos are what you need to create a stunning website. Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020. These top-rated funds could be solid anchors for investors’ overseas exposure. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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’ digital portal has been designed to address these findings now and through ongoing development that will occur over the coming months. The following example Here's how our analysis and ratings can inform how you choose 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. As a shareholder of a Vantagepoint Fund, you incur ongoing expenses, such as advisory fees and other fund expenses. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. © Copyright 2020 Morningstar, Inc. All rights reserved. VANTAGEPOINT LOW DURATION BOND FUND . 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. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … 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. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. VISIT THE NEW VANTAGEPOINT FUNDS WEBSITE. All Vantagepoint Funds invested through 401 or 457 plans are held through VantageTrust. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. Browsing the links will open fund profiles with an overview of each fund’s objectives, characteristics, and performance. 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… Our reliable data and analysis can help both experienced enthusiasts and newcomers. 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. … 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. These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Phone. Morningstar Category Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. 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. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The performance shown has been annualized for periods greater than one year. These stocks and funds are the closest matches found for: vantagepoint Morningstar’s top funds picks for what some call the market’s “sweet spot.”. 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. VPFIX: NA - Fund Performance Chart. Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. 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. Suite 600 . a. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … These top-rated equity funds could be solid anchors for investors’ U.S. 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. THE VANTAGEPOINT FUNDS . Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds based on the fund’s historical portfolio holdings. 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. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. The average is calculated and funds are assigned to a category by Morningstar. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … 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. There is no guarantee that the Fund will achieve its investment objective. 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, … The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. Phone. Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. BlackRock Total Return makes the most of the firm's deep resources. 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 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 … Objective Growth Large Cap. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. This site is protected by reCAPTCHA and the Google The current prospectus and statement of additional information dated May 1, 2016, are incorporated by reference into this summary prospectus. 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. This Fund uses multiple managers. The Fund is not a mutual fund. They collect a record $97 billion and lift U.S. equity funds. High quality photos will ensure your website is always updated. 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. Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. 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 funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. There is no guarantee that the Fund will meet its investment objective and you can lose money. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. 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. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. 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… Website www.icmarc.org. For a current prospectus, contact ICMA-RC Services, LLC. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our … Learn about mutual fund investing, and browse Morningstar's latest research on funds. You may lose money by investing in the Fund. 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. 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. 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. This Fund may also invest in other equity securities, cash and cash equivalents. Â. 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. 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. ... compared to a group of mutual funds categorized by Morningstar as short-term bond 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, closed–end funds, and separate accounts) with at least a three–year history. U.S. News evaluated 407 Intermediate Core Bond Funds. Images will drive traffic to your website and be seen by a huge audience. Investment Adviser: Vantagepoint Investment Advisers. 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 … 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. The portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … Sep 30, 2020, As of 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. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. As of A fund's portfolio may differ from the securities held in an index. 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. 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 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 . It generally focuses on well-established large and medium sized companies based on their market capitalization. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. These fund picks have fared better than their peers in tough markets. 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. Find your next great investment and explore picks from our analysts. Table of Contents. Mid- and Large-Cap Value Funds. The VT III Vantagepoint PLUS Fund is a master … In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. 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. 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. We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. 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. As one of the cheapest funds in the category, it tracks the broadly diversified and market … These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). 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 Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. Privacy Policy and 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. Find your next great investment and explore picks from our analysts. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. Rankings. VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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 . 1-800-669-7400. Shareholder Expenses . 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … 1-800-669-7400. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 777 North Capitol Street, NE . Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. 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. Morningstar fund analysts’ favorites in this riskier area of the fixed-income market. This Fund … For details about the Vantagepoint Funds and our investment philosophy, visit vantagepointfunds.org . Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Under normal circumstances, this Fund primarily seeks exposure to a combination of U.S. common stocks and equity index futures. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Due to rounding, percentages shown may not add up to 100%. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Get the lastest Fund Performance for NA from Zacks Investment Research