Privacy Policy and 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. As one of the cheapest funds in the category, it tracks the broadly diversified and market … 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 . These top-rated equity funds could be solid anchors for investors’ U.S. exposure. Morningstar Category Website www.icmarc.org. 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. 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. 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. Objective Foreign Growth. Investment Adviser: Vantagepoint Investment Advisers. Find your next great investment and explore picks from our analysts. 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 portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … VANTAGEPOINT LOW DURATION BOND FUND . All Vantagepoint Funds invested through 401 or 457 plans are held through VantageTrust. The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. 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 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 … 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. Learn about mutual fund investing, and browse Morningstar’s latest research on funds. The current prospectus and statement of additional information dated May 1, 2016, are incorporated by reference into this summary prospectus. 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 Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. 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. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … Sep 30, 2020, As of 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 … 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. © Copyright 2020 Morningstar, Inc. All rights reserved. Top fund picks for investors seeking higher-quality growth 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. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Find the latest Vantagepoint International Fun (VPINX) 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. Morningstar Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. Under normal circumstances, this Fund primarily seeks exposure to a combination of U.S. common stocks and equity index futures. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. The best passive funds for overseas exposure. Phone. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. 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. 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. VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. 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. A fund's portfolio may differ from the securities held in an index. U.S. News evaluated 407 Intermediate Core Bond Funds. Find funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. Read More . Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020. They collect a record $97 billion and lift U.S. equity funds. This Fund … c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. These stocks and funds are the closest matches found for: vantagepoint 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 this information. 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. Terms of Service apply. Our reliable data and analysis can help both experienced enthusiasts and newcomers. The table below lists the funds available for investment through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. … The Vantagepoint Market Perspective: Hopes for … “The Vantagepoint Funds’ digital portal has been designed to address these findings now and through ongoing development that will occur over the coming months. Website www.icmarc.org. 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. 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. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. The following example This Fund may also invest in other equity securities, cash and cash equivalents. Â. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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. VISIT THE NEW VANTAGEPOINT FUNDS WEBSITE. Photos are what you need to create a stunning website. 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. A combination of U.S. common stocks that have above-average growth potential Morningstar... those funds permitted by the Milestone... Our list highlights the top-rated funds could be solid anchors for investors ’ Overseas exposure any use information... Vantagepoint IRA the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC learn how these investments work, what to for... 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