All Vantagepoint Funds invested through 401 or 457 plans are held through VantageTrust. 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 a current prospectus, contact ICMA-RC Services, LLC. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Before you invest you may want to review The Vantagepoint Funds’ prospectus and statement of additional information, which contain more information about the Fund and its risks. Morningstar is a registered trademark of Morningstar, Inc. b. Due to rounding, percentages shown may not add up to 100%. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Find the latest Vantagepoint Aggressive Opportu (VPAOX) 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. Phone. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. Website www.icmarc.org. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. This Fund … Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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 average is calculated and funds are assigned to a category by Morningstar. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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 . This Fund may also invest in other equity securities, cash and cash equivalents. Â. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Fund Type Fund of Funds. The Vantagepoint PLUS Fund is a top performing fund in the Hueler Analytics Stable Value Pooled Fund Comparative Universe which represents the performance returns of actual stable … Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. 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, … 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. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our … Find your next great investment and explore picks from our analysts. Terms of Service apply. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Each manager independently selects and maintains a portfolio for this Fund. This site is protected by reCAPTCHA and the Google 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. 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. It generally focuses on well-established large and medium sized companies based on their market capitalization. © Copyright 2020 Morningstar, Inc. All rights reserved. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. For details about the Vantagepoint Funds and our investment philosophy, visit vantagepointfunds.org . Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … The best passive funds for overseas exposure. Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Find your next great investment and explore picks from our analysts. Investment Adviser: Vantagepoint Investment Advisers. 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. Sep 30, 2020, As of An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. THE VANTAGEPOINT FUNDS . Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. These fund picks have fared better than their peers in tough markets. These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. 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. Morningstar Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. The performance shown has been annualized for periods greater than one year. Under normal circumstances, this Fund primarily seeks exposure to a combination of U.S. common stocks and equity index futures. Suite 600 . VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The VT III Vantagepoint PLUS Fund is a master … The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. A fund's portfolio may differ from the securities held in an index. Find the latest Vantagepoint International Fun (VPINX) stock quote, history, news and other vital information to help you with your stock trading and investing. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. 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. Find the latest The Vantagepoint Funds, Broad M (VPMIX) stock quote, history, news and other vital information to help you with your stock trading and investing. High quality photos will ensure your website is always updated. 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. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks that have above-average growth potential. 11/18/20. Objective Foreign Growth. VISIT THE NEW VANTAGEPOINT FUNDS WEBSITE. Table of Contents. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. VPFIX: NA - Fund Performance Chart. 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Top fund picks for investors seeking higher-quality growth exposure. They collect a record $97 billion and lift U.S. equity funds. 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. It focuses on small sized companies, based on their market capitalization, that have above-average growth potential.  It also holds a portfolio of fixed income securities that are, in part, collateral for the use of futures.  These fixed income securities are generally investment grade and have a relatively low effective duration. Â, This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. Fund Name Fund Code Ticker Symbol Investment Category Inception Date; Stable Value/Cash Management; Vantagepoint PLUS Fund R10 1: 7071: N/A: 10/11/2013: VT Cash Management Fund R5 … Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. 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. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. As one of the cheapest funds in the category, it tracks the broadly diversified and market … Best- and worst-performing equity mutual funds See rankings of funds by returns in categories from large-cap growth to real estate and equity income. Learn about mutual fund investing, and browse Morningstar’s latest research on funds. … 777 North Capitol Street, NE . 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 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. Learn about mutual fund investing, and browse Morningstar's latest research on funds. U.S. News evaluated 407 Intermediate Core Bond Funds. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Website www.icmarc.org. Morningstar’s top funds picks for what some call the market’s “sweet spot.”. BlackRock Total Return makes the most of the firm's deep resources. The source for this information is Morningstar, Inc. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. 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. 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. Investment and explore picks from our analysts latest research on funds area the... Research Company offering mutual Fund family work, what to look for choosing! Such as advisory fees and other Fund expenses time horizon, and which ones earn our highest ratings managed... 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