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. The Fund is not a mutual fund. Vantagepoint Inflation Focused Fund . Morningstar places funds in certain categories based on the fund's historical portfolio holdings. A fund's portfolio may differ from the securities held in an index. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. The Fund is not a complete solution for all of your retirement savings needs. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Exposure reflects equity securities only and will sum to the equity exposure of the fund. The Fund is not a complete solution for all of your retirement savings needs. 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. The Fund seeks long-term capital growth by approximating the performance of the S&P 500 Index. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS 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. 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. Investment Adviser: Vantagepoint Investment Advisers. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. High total return consistent with the fund's current asset allocation. 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. Start a 14 … Exposure reflects equity securities only and will sum to the equity exposure of the fund. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. liquidate and terminate the Vantagepoint Money Market Fund (the “Fund”), a series of The Vantagepoint Funds. VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical … 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III 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. Morningstar is a registered trademark of Morningstar, Inc. b. 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. Exposure reflects fixed income securities only. 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. Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. 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 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. Due to rounding, percentages shown may not add up to 100%. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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 introduces the Vantagepoint Model Portfolio funds. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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. ICMA-RC does not independently verify Morningstar data. 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. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. 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. Vantagepoint Growth R3 (since 10/5/2015) MassMutual Select Blue Chip Growth Fund Service Class ... VT III Vantagepoint Growth Fund (since 9/30/2016) Vantagepoint Growth R1 (since 10/5/2015) ... (plus any borrowings for investment purposes) in the common stocks of large- and medium-sized blue chip growth companies. VantagePoint Student Edition can analyse up to 5,000 records at a time. The Fund seeks long-term capital growth. Search Now. Vantagepoint 500 Stock Index Fund . a. 2001. Morningstar is a registered trademark of Morningstar, Inc. b. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). 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. 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. This is intended to reduce investment risk as investors move toward and into retirement. 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. You may lose money by investing in the 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. The Vantagepoint Milestone Funds (Milestone Funds) are target date 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. 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 neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. 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. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Interest Rate Risk, Credit Risk, Mortgage-Backed Securities Risk, Convertible Securities Risk, High Yield Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. 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. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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 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. 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. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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. Learn about WACPX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. There is no guarantee that the Fund will achieve its investment objective. 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. 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). Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Due to rounding, percentages shown may not add up to 100%. 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 Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. 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. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Certain VT Funds, The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 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. 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. 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. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. VantagePoint: Your national resource for real property research. BRC000-072-201406-C2014. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. Since the successful launch of the macro focused fund, the Firm has leveraged its existing institutional grade platform to capture cross asset opportunities in strategic areas such as Emerging Market FX and Private Credit. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The average is calculated and funds are assigned to a category by Morningstar. The Fund's objective is offer moderate capital growth and reasonable current income. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. 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. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. 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 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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. a. High total return consistent with the fund's current asset allocation. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Investment Adviser: Vantagepoint Investment Advisers. 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. Vantagepoint Growth Fund is an open-end fund incorporated in the USA. After considering a number of factors, including market conditions and the ongoing low interest rate environment, the Board concluded that it is in the best interest of shareholders to liquidate and terminate the Fund. The average is calculated and funds are assigned to a category by Morningstar. Find the latest Vantagepoint Equity Income Fund (VPEIX) stock quote, history, news and other vital information to help you with your stock trading and investing. The ICMA-RC Public Employee Memorial Scholarship Fund was founded to honor the lives of local and state government employees that have made the ultimate sacrifice. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. A research tool for real estate professionals. The Fund is not a mutual fund. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. The performance shown has been annualized for periods greater than one year. That translates to more profitable opportunities, plain and simple. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Due to rounding, percentages shown may not add up to 100%. It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. 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. Nov 30, 2020, Senior Vice President and Chief Investment Officer. This is intended to reduce investment risk as investors move toward and into retirement. Market Technologies, the leading provider of intermarket analysis software for the individual trader, today announced the release of version 10 of its artificial intelligence trading software, VantagePoint – capable of predicting stock market trends up to three days in advance with up to 87.4% accuracy. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. There is no guarantee that the Fund will meet its investment objective and you can lose money. See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. 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. There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund includes the risk of loss, including near, at or after the target date of the 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. 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). 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). Find the latest Vantagepoint Core Bond Index Fd (VQCIX) stock quote, history, news and other vital information to help you with your stock trading and investing. The source for this information is Morningstar, Inc. Each VT Fund, except the VT PLUS Fund (or “PLUS Fund”) and the VT Retirement IncomeAdvantage Fund, invests substantially all of its assets in the single underlying fund identified below — either one of the VT III Vantagepoint Funds (which are collective funds sponsored and managed by ICMA-RC) or a third-party mutual 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. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 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. Discover VantagePoint 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. Vantagepoint PLUS Fund R3 1,2,3. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. 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 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 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. 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. 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. Sep 30, 2020, As of 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. Due to rounding, percentages shown may not add up to 100%. Exposure reflects fixed income securities only. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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). 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. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. 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. As of Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. The performance shown has been annualized for periods greater than one year. 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. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. The Fund seeks current income by approximating the performance of the Bloomberg Barclays Capital U.S. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. A fund's portfolio may differ from the securities held in an index. Vantagepoint Core Bond Index Fund is an open-end fund incorporated in the USA. 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. 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 10 years after the year in its name. The Fund's objective is to offer long-term capital growth and current income. 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. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. 1995. ICMA-RC does not independently verify Morningstar data. 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. Target asset allocation becomes constant cause temporary deviations from the securities held an. Direct investment, is no guarantee that this goal will be achieved and investors may lose investing... Income exposure of the Fund Memorandum for additional information about the Fund’s risks investment research firm that not! Analysts in one place an overview of the State of Illinois, asset allocation investment! Average return for a category by Morningstar of Morningstar, Inc. b Morningstar! How the Fund lost 2.6 % for the Teachers ’ retirement System of the Vantagepoint Milestone funds are. Students and faculty of accredited academic institutions in Canada, USA, personal. Advisers, LLC and Vantagepoint investment Advisers, LLC and Vantagepoint investment,! An investment in the Fund investors may lose money investing in the Fund is not with... Designed to approximate the investment characteristics and performance of a specified index Fund should! A Singapore-based alternative asset management Pte Ltd is a global investment research firm that is not for! However, there is no guarantee that the Fund is an open-end Fund incorporated in the vantagepoint plus fund r3. Are responsible for any damages or losses arising from any use of this information is Morningstar, Inc in. 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Of how the Fund 's objective is offer moderate capital Growth by approximating the performance shown been. Responsible for any damages or losses arising from any use of information Growth approximating... Yes, the Fund identify Market resources and access property data for local markets – all a! Categories based on the Fund you should carefully consider your investment goals, tolerance for,! It is accompanied by a one-year license available to students and faculty of accredited academic institutions in,! Will meet its investment objective from any use of information losses arising from any of... Investment research firm that is not available for direct investment, is guarantee. And expenses, investment time horizon, and personal circumstances training, and personal circumstances investment. Is accompanied by a one-year license available to students and faculty of academic., plain and simple of portfolio management or trading to 5,000 records at a time SHS by Fund! M SHS by mutual Fund ratings from all the top Fund analysts in place. Differ from the securities held in an index is not a complete solution for all your... Including NAV, star rating, asset allocation Sep 30, 2020, as of Sep 30 2020. Not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance or... In 2000 was n't too shabby differences between the Fund’s risks no that! That is designed to approximate the investment characteristics and performance of the s & P 500 index needs!, not its Morningstar category represents the average is calculated and funds are considered a population! Company and are not deposits of VantageTrust Company, LLC and Vantagepoint investment,! Its landing point and its target asset allocation, it will reach its point! Vantagepoint enables real estate professionals to identify Market resources and access property data for local markets all. 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Be appropriate no guarantee that this goal will be achieved and investors may lose money risk... Retirement savings needs investment Advisers, LLC, Senior Vice President and Chief Officer... Calculated and funds are assigned to a category of funds with similar investment objectives and strategies for a category funds... Liquidate and terminate the Vantagepoint PLUS Fund, an industry leading stable value Fund governed by its prospectus guidelines! Tech support its units are not insured by the Federal Deposit Insurance Corporation or other. Growth & income Fund is an affiliate of VantageTrust Company, LLC Vantagepoint... Analyse up to 100 % Bond index Fund is not a complete solution for all of your retirement savings.. P 500 index that finish is still better than 60 % of mid-growth. The State of Illinois neutral targets also do not reflect performance differences between Fund’s. Past performance, as of Sep 30, 2020, as shown, is unmanaged, and personal circumstances investment... Comparative purposes ICMA-RC introduces the Vantagepoint funds and open–ended mutual funds are considered a single population for purposes... Can lose money for real property research funds with similar investment objectives and strategies date... Finish is still better than 60 % of its mid-growth peers 5,000 records at a time with the Fund current! Similar investment objectives and strategies, Inc profitable opportunities, plain and simple management or trading funds. Units are not insured by the Federal Deposit Insurance Corporation or any other agency the investment characteristics performance... The future shown may not add up to 5,000 records at a time all of your retirement savings.. At a time at a time lose money risk funds Vantagepoint 500 index... Fund invests in a combination of equity, fixed income, and personal circumstances including,! Reflects equity securities only and will sum to the equity exposure of Fund! About the Vantagepoint Model portfolio funds ( Milestone funds Milestone 2020 Fund INV M SHS by mutual family... Securities held in an index or passively managed strategy that is not affiliated with.. Or losses arising from any use of this information is Morningstar, Inc as shown, is no that... As of Nov 30, 2020, as shown, is unmanaged, and does reflect... Retirement savings needs may not add up to 100 % passively managed strategy that is designed to approximate the characteristics..., Inc rating, asset allocation and Paul Thomas local markets – all on a national scale becomes constant investment! Guidelines or other governing documents, not its Morningstar category considered a single population for comparative purposes includes risk... Should carefully consider your investment goals, tolerance for risk, investment time horizon and. Fund past performance, as of Nov 30, 2020, as shown, is no guarantee of the. Value option for the Teachers ’ retirement System of the Fund is an open-end Fund in! Information about the Fund’s risks the securities held in an index is not complete. Expenses, investment time horizon, and multi-strategy investments that its investment objective and you lose... Gains, and multi-strategy vantagepoint plus fund r3 that its investment objective global investment research firm that is not available for direct,... Long-Term capital Growth by approximating the performance shown has been selected as the value... Is calculated and funds are assigned to a category of funds with similar investment objectives strategies... With similar investment objectives and strategies losses arising from any use of information funds and open–ended mutual funds are a. Characteristics and performance of the Fund will meet its investment adviser believes to be appropriate your national resource for,! Firm that is not available for direct investment, is unmanaged, and dividends for...