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 three–, five–, and 10–year (if applicable) Morningstar Rating metrics. Vantagepoint Milestone 2020 Fund. Morningstar is a registered trademark of Morningstar, Inc. b. The Fund’s 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 The Fund aims to offer high total return consistent with the Fund's current asset allocation. You may lose money by investing in the 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. Vantagepoint Milestone 2040 Fund. The Legal Entity Identifier (LEI) is 549300RQ9DYJROL20R44. Vantagepoint Milestone 2050 Fund Investor M Shares Ticker: VPRHX 0001066980 / S000038249 / C000117924. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Free forex prices, toplists, indices and lots more. Vantagepoint Milestone 2050 Fd T Weekly Stock Prices Chart. Vantagepoint Funds is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. For financial reporting, their fiscal year ends on December 31st. 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. Vantagepoint Milestone 2015 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. The Fund invests in a combination of other VT III Vantagepoint Funds and third party ETFs using an asset allocation strategy designed for investors who expect to retire (assumed to occur at age 62) in or around the year 2050 and would like to begin gradual withdrawals from the Fund at that time. 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. Vantagepoint Funds, et al. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Vantagepoint Milestone 2050 Fund Alumni The Relationship Science Alumni Index highlights the achievements of influential company alumni. 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 Vantagepoint Milestone Funds serve as the cornerstone of prudent retirement planning for many participants in the employer-sponsored 457, … 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). Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. 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. 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. Vantagepoint Milestone 2030 Fund. VT Vantagepoint Milestone 20404 Vanguard Target Retirement 20404 ... VT Vantagepoint Milestone 2050 Fund4 Vanguard Target Retirement 20504 VT Vantagepoint Model Portfolio Conservative Growth5 Vanguard LifeStrategy Conservative Growth5 [], [] and [] stock price charts are available for Vantagepoint Milestone 2050 Fd Market data delivered to TradingCharts.com, Inc. by Barchart.com. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Get VPRHX mutual fund information for Vantagepoint-Milestone-2050-Fund-Investor-M-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Vantagepoint Milestone 2050 Fund is an open-end fund incorporated in the USA. Get VPRHX mutual fund information for Vantagepoint-Milestone-2050-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Vantagetrust II Multiple Collective Investment Funds Trust - Vantagepoint Milestone 2050 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). 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. 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. Investment news and analysis for financial advisers. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Explore a list of Vantagepoint Milestone 2050 Fund's former employees below to discover who they are, where they are now, and who they know. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. VT Vantagepoint Milestone 2050 Fund 0.92% VT Vantagepoint Milestone 2055 Fund 0.98% ASSET ALLOCATION FUNDS — TARGET RISK FUNDS VT Vantagepoint Model Portfolio Conservative Growth Fund 0.81% VT Vantagepoint Model Portfolio Traditional Growth Fund 0.83% 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. 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. Vantagepoint Milestone 2050 Fund ICMA Retirement Corporation 777 North Capitol Street, NE Washington, DC 20002-4240 Benefits Reimbursements Request Form. The average is calculated and funds are assigned to a category by Morningstar. Due to rounding, percentages shown may not add up to 100%. 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.