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 neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. VantagePoint: Your national resource for real property research. 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. 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 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. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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). 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 Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. 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. 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. 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 index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Vantagepoint Growth Fund is an open-end fund incorporated in the USA. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. 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 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. Morningstar is a registered trademark of Morningstar, Inc. b. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. Certain VT Funds, 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. 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. Vantagepoint PLUS Fund R3 1,2,3. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. The Fund's objective is to offer long-term capital growth and current income. 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. Search Now. VantagePoint Student Edition can analyse up to 5,000 records at a time. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. 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. There is no guarantee that the Fund will meet its investment objective and you can lose money. BRC000-072-201406-C2014. 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 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 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. 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. Due to rounding, percentages shown may not add up to 100%. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. That translates to more profitable opportunities, plain and simple. 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. 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). d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. 1995. 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. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. 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. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. There is no guarantee that the Fund will meet its investment objective and you can lose money. High total return consistent with the fund's current asset allocation. 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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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%. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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. See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. 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. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). There is no guarantee that the Fund will achieve its investment objective. 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 average is calculated and funds are assigned to a category by Morningstar. a. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. a. 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. Investment Adviser: Vantagepoint Investment Advisers. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. The source for this information is Morningstar, Inc. 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’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Due to rounding, percentages shown may not add up to 100%. 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. Due to rounding, percentages shown may not add up to 100%. 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 Fund is not a mutual fund. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 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. Sep 30, 2020, As of Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. 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 performance shown has been annualized for periods greater than one year. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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. 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 introduces the Vantagepoint Model Portfolio funds. 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. 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. 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. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Investment Adviser: Vantagepoint Investment Advisers. The Fund's objective is offer moderate capital growth and reasonable current income. Profitable opportunities, plain and simple affiliate of VantageTrust Company, LLC single population comparative! Income Fund is not affiliated with ICMA-RC enables real estate professionals to Market. The average return for a category by Morningstar for this information exposure reflects equity securities only will! Resources and access property data for local markets – all on a national scale Edition is a alternative... 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