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. 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. 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. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. 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. High total return consistent with the fund's current asset allocation. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Due to rounding, percentages shown may not add up to 100%. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 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: Your national resource for real property research. 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. 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. There is no guarantee that the Fund will achieve its investment objective. Vantagepoint Growth Fund is an open-end fund incorporated in the USA. 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. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. 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. a. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. This is intended to reduce investment risk as investors move toward and into retirement. 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 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. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. 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. 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. 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 Vantagepoint Milestone Funds (Milestone Funds) are target date 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. 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 Fund is not a complete solution for all of your retirement savings needs. ICMA-RC does not independently verify Morningstar data. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. A research tool for real estate professionals. 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. 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. Exposure reflects fixed income securities only. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 2001. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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 fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. This is intended to reduce investment risk as investors move toward and into retirement. 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 neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. 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. 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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. 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. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. High total return consistent with the fund's current asset allocation. Investment Adviser: Vantagepoint Investment Advisers. 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. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. 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 neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. 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 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The source for this information is Morningstar, Inc. The Fund is not a mutual fund. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. 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. The performance shown has been annualized for periods greater than one year. 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. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. There is no guarantee that the Fund will achieve its investment objective. 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. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. That translates to more profitable opportunities, plain and simple. You may lose money by investing in the Fund. See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. 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. Morningstar is a registered trademark of Morningstar, Inc. b. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Due to rounding, percentages shown may not add up to 100%. 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 source for this information is Morningstar, Inc. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 1995. The Fund is not a mutual fund. a. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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. 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. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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. The fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Nov 30, 2020, Senior Vice President and Chief Investment Officer. The average is calculated and funds are assigned to a category by Morningstar. 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. Investor 's retirement Edition can analyse up to 100 % deposits of VantageTrust Company and are not of! Discover Vantagepoint all things considered, Vantagepoint Growth Fund is not a complete solution for of... 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