Join other Individual Investors receiving FREE personalized market updates and research. 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. 92211A562 Vantagepoint Milestone 2050 S36 $ 7,157,489 5.82% 1.48% 5.14% 5.57% 0.00% 04/22/16 Lrg Blend Int Med 92211R474 Vantagepoint Milestone 2055 S36 $ 2,803,349 2.28% 1.46% 5.14% 0.00% 0.00% 05/08/17 Lrg Blend Int Med 92211A133 Vantagepoint Milestone 2060 S36 $ 634,972 0.52%-- - - … Vantagepoint Milestone 2050 Fund Class R7, Registration on or use of this site constitutes acceptance of our, John Hancock Funds Multi-Index 2050 Preservation Portfolio Class R6. a. 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 source for this information is Morningstar, Inc. Compare fund performance, fees, assets, flows, and more across all Vantagepoint Milestone 2050 Fund share classes. 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. View Top Holdings and Key Holding Information for Vantagepoint Milestone 2050 Fun (VPRHX). Free forex prices, toplists, indices and lots more. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its threeâ, fiveâ, and 10âyear (if applicable) Morningstar Rating metrics. Vantagepoint Milestone 2020 Fund. Morningstar is a registered trademark of Morningstar, Inc. b. The Fundâs principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, High Yield Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Asset-Backed Securities Risk, Convertible Securities Risk, Indexing Risk, Derivative Instruments Risk, Large Investor Risk. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Vantagepoint Funds - ‘DEFR14C’ on 6/27/13 Revised Definitive Proxy Info Statement - Seq. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). 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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Vantagepoint Milestone 2045 Fund: $188.6M: $22.42M: Vantagepoint Milestone 2050 Fund: $87.0M: $25.4M: Milestone 2055 Fund: $600.0K: $137.28K: Company Info About ISS MI Careers Contact Blog. A fund's portfolio may differ from the securities held in an index. Click reload. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. Vantagepoint Milestone 2050 Fund R5 1,2,3,4. TradingCharts.com offers over 30 thousand free stock price charts and stock market quotes. Symbol: VPRKX, Name: Vantagepoint Milestone 2040 Fund Inv M Shs, Title: Vantagepoint Milestone 2040 Fund Inv M Shs (VPRKX) - Mutual Fund An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2050 Fund. Sep 30, 2020, As of
Milestone 2050 Fund ... 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. VANTAGEPOINT MILESTONE 2050 FUND CLASS R7- Performance charts including intraday, historical charts and prices and keydata. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 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). - ‘485BPOS’ on 5/20/15 - ‘R209’ Post-Effective Amendment of a Form N-1 or N-1A Registration - Seq. There is no guarantee that the Fund will achieve its investment objective. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. The Vantagepoint Funds - Vantagepoint Milestone 2050 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Extensive coverage and expert comment on important topics in the financial advisory industry. Due to rounding, percentages shown may not add up to 100%. Vantagepoint Milestone 2045 Inv M -0.14 53 2.01 68 14.13 14 13.65 11 Vantagepoint Milestone 2050 Inv M -0.16 56 1.94 69 Benchmark 1: US OE Target Date 2000-2010 -0.56 0.69 6.18 7.03 The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. ICMA-RC does not independently verify Morningstar data. Milestone 2020 Fund 0.05% Milestone 2025 Fund 0.05% Milestone 2030 Fund 0.06% Milestone 2035 Fund 0.07% Milestone 2040 Fund 0.06% Milestone 2045 Fund 0.07% Milestone 2050 Fund 0.08% Milestone 2055 Fund 0.13% The Vantagepoint Funds were developed to help participants build retirement security, and we believe to refresh this display. 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 ten years after the year in its name.