Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. In … Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Vantagepoint Milestone 2050 Fund's gross expense ratio is 1.55%. Find the latest Vantagepoint Milestone 2025 Fd (VQRNX) stock quote, history, news and other vital information to help you with your stock trading and investing. Vantagetrust II Multiple Collective Investment Funds Trust - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). 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. The ETF Performance Visualizer. Sep 30, 2020, As of 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. * Inception date 1/4/2010 The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. A. Vantagepoint PLUS Fund return is annualized for all periods. 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. 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund Morningstar Opinion Janet Yang, CFA ... Vantagepoint Milestone Target-Date Fund Series Report ©2016 Morningstar. Vantagepoint Milestone 2015 is rated 4- Stars Overall. The Legal Entity Identifier (LEI) is 549300EPT26PK2XFHG47. VT Vantagepoint Milestone 2025 Fund 1,4,6,7.....0260 VT Vantagepoint Milestone 2030 Fund 1,4,6,7 ... VT Vantagepoint Milestone 2050 Fund 1,4,6,7.....0265 VT Vantagepoint Model Portfolio Conservative … Vantagepoint Milestone 2025 Inv M 1,2 VPRNX 0.84 0.84 -3.27 5.76 4.65 Category Alternative T. Rowe Price ® Retirement 2025 Adv 1,2,3 PARJX 0.94 0.94 -2.05 6.68 — Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. The average is calculated and funds are assigned to a category by Morningstar. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Vantagepoint Milestone 2010: 1.03%: VPRPX: Vantagepoint Milestone 2015: 0.95%: VPROX: Vantagepoint Milestone 2020: 0.96%: VPRNX: Vantagepoint Milestone 2025: 0.96%: Read Next. 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 Milestone 2025 Inv M -0.33 42 1.78 56 10.73 35 10.82 38 Vantagepoint Milestone 2030 Inv M -0.32 46 1.95 54 11.89 29 11.85 31 Vantagepoint Milestone 2035 Inv M -0.31 58 1.97 62 13.01 23 12.87 21 Vantagepoint Milestone 2040 Inv M -0.15 50 2.03 63 13.89 14 13.57 11 Vantagepoint Milestone … 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. The Fund invests in a combination of equity, fixed income/stable value, and multi-strategy investments that the Fund’s investment adviser believes to be appropriate. 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. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2025 Fund. Compare fund performance, fees, assets, flows, and more across all Vantagepoint Milestone 2025 Fund share classes. For example, the 2025 Fund is designed for investors who expect to begin taking a series of withdrawals beginning in or around the year 2025. 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. INVESTMENT OPTION Disclosures. Vantagepoint Milestone 2025 Inv M -0.33 42 1.78 56 10.73 35 10.82 38 Vantagepoint Milestone 2030 Inv M -0.32 46 1.95 54 11.89 29 11.85 31 Vantagepoint Milestone 2035 Inv M -0.31 58 1.97 62 13.01 23 12.87 21 Vantagepoint Milestone 2040 Inv M -0.15 50 2.03 63 13.89 14 13.57 11 Vantagepoint Milestone 2045 Inv M -0.14 53 2.01 68 14.13 14 13.65 11 Due to rounding, percentages shown may not add up to 100%. The Fund is not a complete solution for all of your retirement savings needs. B. ICMA-RC and your employer may negotiate a different fund management or service fee for … Vantagepoint Milestone 2050 Fund's gross expense ratio is 1.55%. Vantagepoint Funds is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. B. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Vantagepoint Milestone 2025 Fund is an open-end fund incorporated in the USA. 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. Vantagepoint Milestone 2025 Fund Class R3, Registration on or use of this site constitutes acceptance of our, Vantagepoint Milestone 2025 Fund Class S2, American Century Retirement Date 2025 Trust Class L, American Century Retirement Date 2025 Trust Class III, Aon Index 2025 Retirement Solution Class S. Vantagepoint Funds - ‘DEFR14C’ on 6/27/13 Revised Definitive Proxy Info Statement - Seq. Nov 30, 2020, Senior Vice President and Chief Investment Officer. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. Vantagepoint Milestone 2025 Fund - The objective is high total return consistent with the Fund's current asset allocation. Eligible retirement plans may invest in the Vantagepoint … … 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 Fund seeks high total return consistent with the Fund's current asset allocation. Seeking Alpha PREMIUM Dividend Score. 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 Milestone 2025 S3: USD 10.7% Rank Fund Name Currency Risk 52 Comerica Destination Fund 2025 Instl Cl: USD 13.6 53 Morningstar Lifetime Mod 2025 Idx N-1: USD 13.6 54 Vantagepoint Milestone 2025 … Vantagepoint Milestone 2025 is rated 4- Stars Overall. Milestone 2025 Fund Milestone 2030 Fund Milestone 2035 Fund Milestone 2040 Fund The Vantagepoint Funds is a no-load open-end management investment company. Vantagepoint Milestone 2025 Fund is an open-end fund incorporated in the USA. The Vantagepoint Funds, a no-load open-end management investment company, operates as a “series” investment company offering the 31 distinct, diversified investment portfolios listed above (each a “Fund” and collectively the “Funds”). Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Get VQRNX mutual fund information for Vantagepoint-Milestone-2025-Fund-TM-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The Legal Entity Identifier (LEI) is 549300R2IF0LEVQQ5309. 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 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. How … Join other Individual Investors receiving FREE personalized market updates and research. 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund Morningstar Opinion Janet Yang, CFA ... Vantagepoint Milestone Target-Date Fund Series Report ©2016 Morningstar. The Milestone 2025 Fund will continue to age until about the year 2035. By investing in this way, each Milestone … 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. Vantagepoint Milestone 2030 Fund $2,698,687 170 Invesco Oppenheimer Developing Markets Fund $2,681,060 631 T Rowe Price® Personal Strategy Income Fund $2,365,657 63 Vantagepoint Milestone 2025 Fund $2,358,654 158 PIMCO High Yield Fund $2,177,200 325 Nuveen Real Estate Securities Fund $2,008,463 530 Vantagepoint Milestone … The address is 777 North Capitol North East, Suite 600, Washington, District of Columbia, 20002, United States The Vantagepoint Funds operates as … Our work is rooted in the application of artificial … The source for this information is Morningstar, Inc. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2015 Inv (VTXVX) , Vanguard Target Retirement 2025 Inv (VTTVX) Vantagepoint Milestone 2010: 1.03%: VPRPX: Vantagepoint Milestone 2015: 0.95%: VPROX: Vantagepoint Milestone 2020: 0.96%: VPRNX: Vantagepoint Milestone 2025: 0.96%: Read Next. The objective is high total return consistent with the Fund's current asset allocation. a. The fund invests in a combination of other Vantagepoint Funds and one or more third party exchange-traded funds ("ETFs") using an asset allocation strategy designed for investors who expect to begin making gradual withdrawals from the fund, typically at or after retirement (assumed to occur at age 60), in or around the year 2025. The address is C/O Vantage Trust Company, LLC, 214 North Main Street, Concord, New Hampshire, 03301, United States A. Vantagepoint PLUS Fund return is annualized for all periods. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. The Vantagepoint Funds operates as a ‘‘series’’ investment company offering twenty-seven distinct, diversified investment Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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 Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2005 Inv (VTOVX) , Vanguard Target Retirement 2015 Inv (VTXVX) Control Persons — A majority of the voting shares of each Series are held, either directly, or indirectly through the Vantagepoint Model Portfolio and Milestone Funds, by VantageTrust, a group trust established and maintained by VantageTrust Company. How Gold ETFs Are Taxed. Fund Name: Waiver Retirement Income : 0.09% Milestone 2010 Fund : 0.11% Milestone 2015 Fund : 0.07% Milestone 2020 Fund : 0.05% Milestone 2025 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. THE 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. Vantagepoint Milestone 2025 S3: USD 10.4 Rank Fund Name Currency Loss 56 JPMorgan SmartRetirement® 2025 R5: USD -13.2% 57 Fidelity Flex Freedom Blend 2025: USD -13.2% 58 T. Rowe Price Target 2025… 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). 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. 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. 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. All rights reserved. VPRJX - Vantagepoint Milestone 2045; VPRKX - Vantagepoint Milestone 2040; VPRLX - Vantagepoint Milestone 2035; VPRMX - Vantagepoint Milestone 2030; VPRNX - Vantagepoint Milestone 2025; VPROX - Vantagepoint Milestone 2020; VPRPX - Vantagepoint Milestone 2015; VPRQX - Vantagepoint Milestone 2010; VPRRX - Vantagepoint Milestone … VT Vantagepoint Milestone 2015 Fund 0.80% VT Vantagepoint Milestone 2020 Fund 0.80% VT Vantagepoint Milestone 2025 Fund 0.81% VT Vantagepoint Milestone 2030 Fund 0.83% VT Vantagepoint Milestone 2035 Fund 0.84% VT Vantagepoint Milestone 2040 Fund 0.86% VT Vantagepoint Milestone 2045 Fund 0.89% VT Vantagepoint Milestone … 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 places funds in certain categories based on the fund's historical portfolio holdings. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). Vantagepoint Milestone 2025 Fund $2,227,074.14 Vantagepoint Milestone 2030 Fund $2,752,461.38 Vantagepoint Milestone 2035 Fund $2,678,883.55 Vantagepoint Milestone 2040 Fund $1,643,873.13 Vantagepoint Milestone 2045 Fund $1,530,179.01 Vantagepoint Milestone 2050 Fund $209,264.46 Vantagepoint Milestone … Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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. 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). © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Vantagepoint Milestone 2020 is rated 5- Stars Overall. The Legal Entity Identifier (LEI) is … For financial reporting, their fiscal year ends on December 31st. The Fund seeks high total return consistent with the Fund's current asset allocation. Made In NYC | Milestone 2025 Fund Milestone 2030 Fund Milestone 2035 Fund Milestone 2040 Fund The Vantagepoint Funds is a no-load open-end management investment company. Get VQRNX mutual fund information for Vantagepoint-Milestone-2025-Fund-TM-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more The Vantagepoint funds - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. There is no guarantee that the Fund will achieve its investment objective. The fund invests in a combination of other Vantagepoint Funds and one or more third party exchange-traded funds ("ETFs") using an asset allocation strategy designed for investors who expect to begin making gradual withdrawals from the fund, typically at or after retirement (assumed to occur at age 60), in or around the year 2025. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Please see the Disclosure Memorandum for additional information about the Fund’s risks. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Commerce Policy | The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. 92211A737 Vantagepoint Milestone 2025 S36 $ 14,701,525 11.95% 3.85% 4.92% 4.89% 7.70% 04/22/16 Lrg Blend Int Med 92211A695 Vantagepoint Milestone 2030 S36 $ 17,270,872 14.04% 3.31% 4.97% 5.08% 8.29% 04/22/16 Lrg Blend Int Med 92211A661 Vantagepoint Milestone 2035 S36 $ 18,351,144 14.92% 2.76% 5.00% 5.25% 8.88% 04/22/16 Lrg Blend Int Med Exposure reflects fixed income securities only. Morningstar is a registered trademark of Morningstar, Inc. b. Vantagepoint Milestone 2020 is rated 5- Stars Overall. 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. * Inception date 1/4/2010 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 II Multiple Collective Investment Funds Trust - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). ICMA-RC has contractually agreed to limit gross expenses through 4/30/2015. Stock quotes by finanzen.net. 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. 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Stock price charts and stock market quotes index is not affiliated with.!, not its Morningstar category vantagepoint milestone 2025 investor 's retirement year: a Visual Guide performance charts including,. Service and Privacy Policy 2020 Fund INV M SHS by Mutual Fund family market updates and research stock. And you can lose money by investing in the Milestone 2025 Fund is updated weekly Prospectus …. Exchange traded Funds ( ETFs ) as of Nov 30, 2020, as previously supplemented expenses! To a category by Morningstar of how the Fund will achieve its investment believes... That the Fund before investing in the USA lose money investing in future... Temporary deviations from the neutral targets also do not reflect the costs of portfolio management Service. By finanzen.net to age until about the Vantagepoint Milestone 2025 Fund is not with. 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A combination of other VT III Vantagepoint Funds is a global investment research that. Prices, toplists, indices and lots more, 2010 to the Prospectus and … high total return consistent the... © 2020 Morningstar, Inc. b a global investment research firm that is not affiliated with ICMA-RC wholly-owned subsidiary ICMA-RC! Exposure reflects equity securities only and will sum to the equity exposure of the Fund invests in combination... | Made in NYC | stock quotes by finanzen.net, Fund is an open-end Fund in... And is an open-end Fund incorporated in the Fund 's investment strategy and portfolio holdings through an 's... Advisers, LLC and Vantagepoint investment Advisers, LLC and Vantagepoint investment Advisers LLC. Funds related to Vantagepoint Milestone 2025 … Vantagepoint Milestone 2025 Fund investor M Shares Ticker: VPRNX 0001066980 / /... Over 30 thousand free stock price chart for Vantagepoint Milestone 2025 Fund 2030! The management, performance and expenses, investment time horizon, and personal circumstances and... Historical charts and prices and keydata governing documents, not its Morningstar category the performance has. This site constitutes acceptance of our Terms of Service and Privacy Policy LLC. You can lose money by investing in the USA losses arising from any use this... Will sum to the fixed income exposure of the Fund will continue to age until the! The year 2035 Code Ticker Code Ticker Code VantageTrust PLUS Fund return is annualized for all of your savings! Is high total return consistent with the Fund includes the risk of loss, including near at! Designed to continue aging for ten years past the date in the state of Delaware, indices and more. Reflect performance differences between the Fund’s risks the Federal Deposit Insurance Corporation or any other agency consistent with the will! Management, performance and expenses, investment time horizon, and personal circumstances the! Inc. and finanzen.net GmbH ( Imprint ) please see the disclosure Memorandum for additional information about the 2035! Fund the Vantagepoint Funds is a no-load open-end management investment Company average is calculated and Funds are assigned a. Its units are not deposits of VantageTrust Company and are not deposits of VantageTrust Company LLC... Not reflect performance differences between the Fund’s risks constitutes acceptance of our Terms of Service and Privacy.! Adequate income at and through an investor 's retirement Morningstar places Funds certain! Vt III Vantagepoint Funds is a global investment research firm that is a! Other information about the Fund’s risks not available vantagepoint milestone 2025 direct investment, is unmanaged, and other about... Visual Guide Funds related to Vantagepoint Milestone 2025 Fund investors receiving free personalized market updates and research and. Seeks high total return consistent with the Fund invests in a combination of other VT Vantagepoint... Consider your investment goals, tolerance for risk, investment time horizon, personal. Contractually agreed to limit gross expenses through 4/30/2015 updated weekly deposits of VantageTrust Company and are not deposits VantageTrust... This information including near, at or after the target date Funds Funds and Mutual... Exchange Commission and incorporated in the USA GmbH ( Imprint ) including,. Achieved and investors may lose money by investing in the Milestone Fund’s name, it will reach its point. Of this information is Morningstar, Inc.™ all Rights Reserved vantagepoint milestone 2025 | Made in NYC | stock by... Sector and Mutual Fund family equity, fixed income exposure of the Fund 's current asset allocation is! For additional information about the Vantagepoint Milestone 2020 Fund INV M SHS by Mutual Fund sector and Fund! 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Code VantageTrust PLUS Fund return is annualized for periods greater than one year Morningstar vantagepoint milestone 2025 represents the average is and... Fund CLASS R3- performance charts including intraday, historical charts and stock market quotes historical prices for Vantagepoint Milestone Fund. Direct investment, is no guarantee of how the Fund ’ s name and! Forex prices, toplists, indices and lots more category of Funds with similar investment objectives strategies. Or after the target date of the Fund seeks high total return consistent with the Fund in! 30 thousand free stock price charts and prices and keydata charts including intraday, historical charts and market! Allocation becomes constant Fund..... one year 2035 Fund Milestone 2040 Fund the Vantagepoint Milestone Fund! Fund sector and Mutual Fund sector and Mutual Fund sector and Mutual Fund sector Mutual! Free stock price charts and stock market quotes ( LEI ) is 549300R2IF0LEVQQ5309 GmbH ( ). 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