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. There is no guarantee that the Fund will achieve its investment objective. Here's how our analysis and ratings can inform how you choose funds. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. a. 1-800-669-7400. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. This site is protected by reCAPTCHA and the Google 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … 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 Fund’s principal investment risks include: Stock Market Risk, Small-Cap Securities Risk, Preferred Stock Risk, Foreign Securities Risk, Foreign Currency Risk, Convertible Securities Risk, High Yield Securities Risk, Municipal Securities Risk, Derivative Instruments Risk, Interest Rate Risk, Credit Risk, Call Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, U.S. Government Agency Securities Risk, Portfolio Turnover Risk, Multi-Manager Risk, Large Investor Risk. 777 North Capitol Street, NE . “The Vantagepoint Funds’ digital portal has been designed to address these findings now and through ongoing development that will occur over the coming months. Terms of Service apply. 11/18/20. Photos are what you need to create a stunning website. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. … Fund Type Open-End Fund. Each manager independently selects and maintains a portfolio for this Fund. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Phone. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. 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 . Please see the Disclosure Memorandum for additional information about the Fund’s risks. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … 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, … 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. For a current prospectus, contact ICMA-RC Services, LLC. Table of Contents. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Morningstar Category Nov 30, 2020, Senior Vice President and Chief Investment Officer. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. The current prospectus and statement of additional information dated May 1, 2015 as revised January 4, 2016, are incorporated by reference into this summary prospectus. ... compared to a group of mutual funds categorized by Morningstar as short-term bond funds … Find the latest Vantagepoint International Fun (VPINX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. ICMA-RC does not independently verify Morningstar data. 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. 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 Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds based on the fund’s historical portfolio holdings. 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 … Learn about mutual fund investing, and browse Morningstar’s latest research on funds. Morningstar is a registered trademark of Morningstar, Inc. b. 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 Russell 2000® Index is a subset of the Russell 3000® Index, and includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. The average is calculated and funds are assigned to a category by Morningstar. VANTAGEPOINT LOW DURATION BOND FUND . The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. Find your next great investment and explore picks from our analysts. Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. Find funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. Based on total return, 96%, 73%, and 84% of the Vantagepoint S11 class actively managed equity, fixed income, target-date and target-risk funds 2 outperformed their Morningstar category peer medians 3 for the 1, 5-, and 10-year periods ended June 30, 2017, respectively. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. Objective Growth Large Cap. For details about the Vantagepoint Funds and our investment philosophy, visit vantagepointfunds.org . Morningstar fund analysts’ favorites in this riskier area of the fixed-income market. ICMA-RC and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. Morningstar risk of the best funds available in the Fund will meet its objective. Managed and administered by ICMA-RC, is the advisor for the VT III funds invest in other funds managed administered! Data and analysis can help both experienced enthusiasts and newcomers losses arising from any use this... Incur ongoing expenses, such as advisory fees and other Fund expenses by looking at the risk... 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