7,8. 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. Contact Whale Coast Show office number 028 316 2466 ... R5,500,000 7 Bedroom House For Sale in Vermont. There is no guarantee that the Fund will achieve its investment objective. View mutual fund news, mutual fund market and mutual fund interest rates. Contrafund' VT T Rowe Price' Growth Stock VantageTrust Retirement Income Advantage - R5 74440A696 Qualified Default Investment Alternative - QDIA See QDIA Default Fund Age Chart on Page 4. VT Retirement IncomeAdvantage Fund If your plan offers the VT Retirement IncomeAdvantage Fund (the Fund), any assets you have invested in the Fund will be excluded from your rollover request. ICMA-RC’s wholly-owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. 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. 1 Duiker. Availability and terms may vary by jurisdiction; subject to regulatory approvals. 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 VT Retirement IncomeAdvantage Fund (the “Fund”) is offered through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. Exchange Retirement Emerging Markets Equity: Top. Please confirm the number of total eligible participants? Exposure reflects fixed income securities only. Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. VT Nuveen Real Estate Secs 1'2'16 Ticker Code . 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. 7. For additional information regarding these guarantees and the underlying assumptions attributable to these guarantees and the terms and conditions, please see the VT Retirement IncomeAdvantage Fund Important Considerations document, which is available online or by contacting Investor Services at 800-669-7400. VT Retirement IncomeAdvantage N/A Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PLDAX PIMCO Total Return PTTRX PIMCO Real Return PARRX PIMCO Total Return PTTRX PIMCO High Yield PHIYX PIMCO Total Return PTTRX Goldman Sachs Global Income GSGLX Vanguard Total Bond Market Idx VBTLX VT 5 Yr BoA CD Acct N/A Putnam Stable Value PCSV20 VT Cash Management R5 … 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. 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. The Fund’s principal investment risks include: The guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms, and conditions. 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. PRINT. If you are within 10 years of your desired retirement age and the VT Retirement IncomeAdvantage Fund is an available investment option in your Retirement Plan and you do not provide an answer, the second answer listed for both questions will be used ("Likely … Prudential Retirement Insurance and Annuity Company (Prudential), CA COA #08003, Hartford, CT. An exciting opportunity has opened up to acquire a landmark Vermont property with a wide array of... 12 Photos Mapped. The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. your Retirement Plan. 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. 6. Variable annuities are suitable for long-term investing, particularly retirement savings. Land Size. 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 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. 8 If you are invested in the VT Retirement IncomeAdvantage Fund prior to enrolling in Our conviction in the team and process is unchanged, but under our new … 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. 7. The Fund invests in a separate account under a group variable annuity issued by Prudential Retirement Insurance and Annuity Company (Prudential), Hartford, CT. Special Report: Income Investing 2016 Annuities have an image problem. 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. 4. This includes Social Security retirement benefits and income from retirement accounts. Note: Participants who are interested in the VT Retirement IncomeAdvantage Fund must first receive and read the VT Retirement IncomeAdvantage Fund Important Considerations document, before investing. The Fund invests in a Separate Account under a group variable annuity issued by Prudential Retirement Insurance ... www.icmarc.org VT Fidelity Diversified International Fund4 The VT Fidelity Diversified International Fund4 imposes a redemption fee on assets held for less than 30 days. VT Retirement IncomeAdvantage Fund R5 1: 8077: N/A: 08/23/2010: Balanced/Asset Allocation; Vantagepoint Milestone Retirement Income Fund R9 1, 3, 4: 7250: N/A: Retirement Income : 01/03/2005: Vantagepoint Milestone 2015 Fund R9 1, 3, 4: 7258: N/A: Target Date 2011-2015: 01/03/2005: Vantagepoint Milestone 2020 Fund R9 1, 3, 4: 7259: N/A: Target Date 2016-2020: 01/03/2005: … VT Retirement IncomeAdvantage Fund R5 1,2,3,4. VT Vantagepoint Inflation Protected Securities Fund1,4,10.....MT VT PIMCO High Yield Fund 1,4,10.....L2 Guaranteed Lifetime Income Funds VT Retirement IncomeAdvantage Fund1,5.....9I Balanced/Asset Allocation Funds If you are currently invested in the VT Retirement Income Advantage Fund, you will have already received a communication about your assets in this Fund. 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. Guaranteed Income VT Retirement IncomeAdvantage Fund $5,644 1.73 $98 0.45 $25 VT VantagePoint Milestone Funds $2,238,944 0.85 $18,964 0.25 $5,597 Loans $115,743 Total Assets $16,719,448 PREPARED AS OF MARCH 31, 2015 2 CONFIDENTIAL AND FOR THE EXCLUSIVE USE OF CITY AND COUNTY OF BROOMFIELD. is toward retirees. VT Retirement IncomeAdvantage Fund If your plan offers the VT Retirement IncomeAdvantage Fund (the Fund), any assets you have invested in the Fund will be excluded from your withdrawal request. R5,500,000 7 Bedroom House For Sale in Vermont. View and compare VT,PLUS,FUND on Yahoo Finance. VT Pimco High Yield High Yield PHYAX $96,167 13 9 4 Lifetime Income Fund VT Retirement IncomeAdvantage Income Fund - $437,671 3 1 2 Balanced Fund VT Fidelity Puritan Balanced FPURX $175,322 23 17 6 US Stock Funds VT Vantagepoint 500 Stk Idx Large Blend VPSKX $166,542 33 28 5 VT Vantagepoint Brd Mkt Idx Large Blend VPBMX $298,137 25 18 7 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. SHOWING LISTINGS 1 TO 10 OF 76 GET EMAIL ALERTS 0 VIEW MY FAVOURITES. VT Retirement IncomeAdvantage Fund1,5.....8077 Balanced/Asset Allocation VT Vantagepoint Milestone ... 5 e VantageTrust Retirement IncomeAdvantage Fund (the “Fund”) is o red through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. VT BlackRock Large Cap Core Retirement Fund, Class K4.....U4 VT Legg Mason Value Trust Fund, Class Financial ... Retirement IncomeAdvantage Fund Important Considerations document, available online or by contacting ICMA-RC. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. VT Retirement IncomeAdvantage Fund If your plan offers the VT Retirement IncomeAdvantage Fund (the Fund), any assets you have invested in the Fund will be excluded from your rollover request. A Guarantee Fee of 1.00% is assessed by the third-party insurance company for the VT Retirement The Fund is not a complete solution for all of your retirement savings needs. VT Retirement IncomeAdvantage Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PIMCO Total Return PTTRX PIMCO Real Return PIMCO Total Return PTTRX PIMCO High Yield PIMCO Total Return PTTRX Goldman Sachs Global Income Vanguard Total Bond Market Idx VBTLX VT 5 Yr BoA CD Acct Putnam Stable Value PCSV20 VT Cash Management R5 Putnam Stable Value PCSV20 VT … Please check with your employer to make sure you are meeting applicable requirements. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Excess withdrawals will proportionately reduce and potentially terminate future payment guarantees. R7 Inflation-Protected Bond 0.51% 0.00% 0.51% --- --- ---VT PIMCO High Yield 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). You may lose money by investing in the Fund. Nov 30, 2020, Senior Vice President and Chief Investment Officer. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC … ICMA-RC does not independently verify Morningstar data. A fund's portfolio may differ from the securities held in an index. Morningstar is a registered trademark of Morningstar, Inc. b. Source: ICMA, Morningstar. 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. Choosing a place in Vermont to retire can be a hard decision. There were 142 participants invested in the VT Retirement IncomeAdvantage Fund. 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. Prudential or its affiliates may compensate ICMA-RC for providing these and related administrative services in connection with the Fund. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Vanguard Target Retirement is a suitable target-date series for any investor. 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