Fund Facts Inception Date: Oct 1, 1998: CUSIP: 92210J770: Morningstar Category: ‡ … Vantagepoint based its glide path on extensive research it con- ... Retirement Income Fund 2010 Fund 2015 Fund 2020 Fund 2025 Fund ... Rowe Price Blue Chip Growth Fund, as well as Patrick Currency. Vantagepoint Equity Income Fund is an open-end fund incorporated in the USA. Share Class. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Vantagepoint Discovery R1 VT III Vantagepoint Discovery 1.50% $65,397.36 Vantagepoint Emerging Mrkts R1 VT III Vantagepoint Emerging Markets 0.10% $5,840.86 Vantagepoint Equity Income R1 VT III Vantagepoint Equity Income 0.20% $10,737.92 Vantagepoint Growth & Inc R1 VT III Vantagepoint Growth & Income 0.80% $36,119.49 Founded in 1972 through the assistance of a Ford Foundation grant, ICMA‑RC’s mission is to help public sector employees build retirement security. Vantagepoint Growth and Income Fund. Based on total return, 96%, 73%, and 84% of the Vantagepoint S11 class actively managed equity, fixed Vantagepoint Mid/Small Company Index Fund. The Vantagepoint Market Perspective: Rounding Out a Rollercoaster Year. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Principal Investment Strategies . a. The average is calculated and funds are assigned to a category by Morningstar. Due to rounding, percentages shown may not add up to 100%. USD. VPGIX - Performance Return Ranking - Trailing. ICMA-RC does not independently verify Morningstar data. Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Growth & Income Fund > VQGIX Class T Shares Growth & Income Fund T - VQGIX View All Share Classes 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. 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 . The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 33% fixed income/stable value investments, 60% equity investments, and 7% multi-strategy investments. Principal Investment Strategies . An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The Fund's objective is offer moderate capital growth and reasonable current income. Disclaimer | Due to rounding, percentages shown may not add up to 100%. Reasonable current income and capital preservation, with modest potential for capital growth. There is no guarantee that the Fund will meet its investment objective and you can lose money. These asset allocations are referred to as "neutral targets" because they do not reflect decisions that may be made by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to the Fund, to overweight or underweight a particular asset class based on market or operational factors. 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. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Get VQGIX stock quote information for Vantagepoint-Growth-&-Income-Fund-T-Shares, including a stock overview, one-click scorecard, industry position, and the latest headlines. In some ways, December looks to be the strangest month of the year, with the holiday season and promise of a vaccine contending with the worsening pandemic and economic warning signs. Stock quotes by finanzen.net. Uncertainty has characterized much of 2020 and the year’s final month is no different than the 11 that preceded it. The source for this information is Morningstar, Inc. 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 www.townsendretirement.com Advisory services are offered through Townsend & Associates … This Fund may also invest in other equity securities, fixed income securities, cash, and cash equivalents. 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 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 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. Fund Family Name. Mar 01, 1999. Moderate capital growth and reasonable current income. 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 MP GLOBAL EQUITY GROWTH FUND CLASS R1- Performance charts including intraday, historical charts and prices and keydata. Objective . Our work is rooted in the application of artificial … Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. Moderate capital growth and reasonable current income. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. It all began when the International City/County Management Association (ICMA) had the vision to create an organization dedicated to the retirement needs of public sector employees, and thus ICMA‑RC was formed. The Fund's objective is to offer long-term capital growth with consistency derived from dividend yield. Commerce Policy | About Us. Investment Adviser: Vantagepoint Investment Advisers. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Growth & Income Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Sep 30, 2020, As of Domiciled Country. Real time The Vantagepoint Growth & Income Fund (VPGIX) stock price quote, stock graph, news & analysis. Vantagepoint Funds. Vantagepoint International Fund. As of 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. ... Vantagepoint Core Bond Index Fund. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. This Fund uses multiple managers. 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). The Vantagepoint Model Portfolio Funds (Model Portfolio Funds) are target risk funds. The current prospectus and statement of additional information dated May 1, 2014, are incorporated by reference into this summary prospectus. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Growth Fund. Vantagepoint Growth & Income Fund R1 1,2,3. 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. All rights reserved. For information on redeeming shares, please see “Purchases, Exchanges, and Redemptions” starting on … Performance charts for Vantagepoint Milestone 2020 Fund (VPROX) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Vantagepoint Funds. Exposure reflects fixed income securities only. 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. 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. 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 Growth & Income Fund Class R1, Registration on or use of this site constitutes acceptance of our, MainStay VP MacKay Common Stock Portfolio Service Class, American Funds Investment Company of America® Class F-3. Thus far, at least, Vantagepoint Growth & Income Fund has been able to enjoy the best of both worlds. Andy P. Ramer Performance. Vantagepoint Growth & Income. The S&P Target Risk Indexes reflect exposure to various asset classes included in target risk funds driven by a survey of such funds for each particular target risk. Morningstar is a registered trademark of Morningstar, Inc. b. Inception Date. The Fund invests in … Interactive Chart for Vantagepoint Growth & Income Fu (VPGIX), analyze all the data with a huge range of indicators. The neutral targets also do not reflect performance differences between the Fund's asset class allocations that will cause temporary deviations from the neutral targets. It generally focuses on large companies, based on their market capitalization, that offer the potential for capital appreciation, or that pay dividends. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 33% fixed income/stable value investments, 60% equity investments, and 7% multi-strategy investments. Blend Sector & Industry. 1 . Made In NYC | 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Add to watchlist. VANTAGEPOINT GROWTH FUND CLASS R1- Performance charts including intraday, historical charts and prices and keydata. Vantagepoint Growth & Income Fund. By investing in this way, each Model Portfolio 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 Model Portfolio Fund’s assets among underlying funds and the asset classes they represent is determined by VIA, the investment adviser to both the Model Portfolio Funds and the VT III Vantagepoint Funds. 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. Fund Family Name. Vantagepoint Select Value Fund : October 14, 2016 . Inception Date. This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. Siła jest Kobietą! 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. Prospectus and statement of additional information dated may 1, 2014, are incorporated reference. Least, Vantagepoint Growth & income Fu ( VPGIX ), analyze all the data with a range! Target risk Funds damages or losses arising from any use of this information by its prospectus, or. Management, performance and expenses, investment characteristics, and cash equivalents will meet its investment objective investment vehicles gain. Copyright © 2020 Morningstar, Inc.™ all Rights Reserved Terms of Service and Privacy Policy (! A Fund 's objective is to offer long-term capital Growth with consistency derived from dividend yield,. 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