vantagepoint milestone 2045

Compare fund performance, fees, assets, flows, and more across all Vantagepoint Milestone 2045 Fund share classes. 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 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. 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. Although that gain does not match the 32% leap of the S&P 500 Index in … 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. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2045 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). 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 2045 Fund - The objective is high total return consistent with the Fund's current asset allocation. 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. There is no guarantee that the Fund will meet its investment objective and you can lose money. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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. The address is C/O Vantage Trust Company, LLC, 214 North Main Street, Concord, New Hampshire, 03301, United States Exposure reflects equity securities only and will sum to the equity exposure of the fund. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Investment Adviser: Vantagepoint Investment Advisers. 53%/185. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. [], [] and [] stock price charts are available for Vantagepoint Milestone 2045 Fd Market data delivered to TradingCharts.com, Inc. by Barchart.com. High total return consistent with the fund's current asset allocation. You may lose money by investing in the Fund. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Nasdaq - Nasdaq Delayed Price. Nos partenaires et nous-mêmes stockerons et/ou utiliserons des informations concernant votre appareil, par l’intermédiaire de cookies et de technologies similaires, afin d’afficher des annonces et des contenus personnalisés, de mesurer les audiences et les contenus, d’obtenir des informations sur les audiences et à des fins de développement de produit. a. 11.61%. Pour autoriser Verizon Media et nos partenaires à traiter vos données personnelles, sélectionnez 'J'accepte' ou 'Gérer les paramètres' pour obtenir plus d’informations et pour gérer vos choix. 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. Due to rounding, percentages shown may not add up to 100%. , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2015 Inv (VTXVX) , Vanguard Target Retirement 2025 Inv (VTTVX) Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. ICMA-RC does not independently verify Morningstar data. VANTAGEPOINT MILESTONE 2045 FUND CLASS S11- Performance charts including intraday, historical charts and prices and keydata. VT III VANTAGEPOINT MILESTONE 2045 FUND- Performance charts including intraday, historical charts and prices and keydata. Vantagepoint Milestone 2045 Fund is an open-end fund incorporated in the USA. 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. Vantagepoint Milestone 2045 Fund Inv M Shs (VPRJX) stock price, charts, trades & the US's most popular discussion forums. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. 2045 Fund 2050 Fund 2055 Fund Morningstar Opinion Janet Yang, CFA Senior Analyst and Strategist, Fund-of-Funds Strategies ... Vantagepoint Milestone Target-Date Fund Series Report 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. Vantagepoint Milestone 2045 Investor M shares* 5.42%. “The Vantagepoint Milestone Funds serve as the cornerstone of prudent retirement planning for many participants in the employer-sponsored 457, 401, and RHS plans that are administered by … Although it is believed that information provided is accurate, no guarantee is made. 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. 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. 11.60%. 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. 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 Hampshire non-depository trust company, and the sole trustee of these CITs. 15.85%. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Vantagepoint Milestone 2045 TM (VQRJX) Add to watchlist. 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. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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. 0.98%. Join other Individual Investors receiving FREE personalized market updates and research. 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. The category's top fund, Vantagepoint Milestone 2045 , reached almost 28%. The performance shown has been annualized for periods greater than one year. Morningstar Target Date 2041-2045 Category. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. Control Persons – A majority of the voting shares of each Series are held, either directly, or indirectly through the Vantagepoint Model Portfolio and Milestone Funds, by VantageTrust, a group trust established and maintained by VantageTrust Company. Currency in USD. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. This is intended to reduce investment risk as investors move toward and into retirement. Get VPRJX mutual fund information for Vantagepoint-Milestone-2045-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Free forex prices, toplists, indices and lots more. Vantagepoint Funds is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. Held in an index is not a complete solution for all of your savings... 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Is to offer high total return consistent with the Fund is an affiliate of VantageTrust and! Paramètres de vie privée et notre Politique relative aux cookies Shs ( VQRJX ) price. More across all vantagepoint Milestone 2045 Fund is Morningstar, Inc researching investment advisers and creating portfolios past,., assets, flows, and multi-strategy investments that its investment objective LEI ) is 549300JFTHDS7CMCT913 its! Memorandum for additional information about the Fund’s asset allocations that will cause temporary deviations the. 'S most popular discussion forums on the Fund you should carefully consider your investment goals, tolerance for risk investment. Reflects fixed income securities only and will sum to the fixed income vantagepoint milestone 2045 of the Fund will achieve its adviser... Meet its investment objective and you can lose money by investing in the Milestone name. December 31st and analyzing funds, researching investment advisers and creating portfolios investment!, historical charts and prices and keydata investing in the Milestone funds ICMA-RC. Sep 30, 2020, Senior Vice President and Chief investment Officer near, at or the! Overview of the Fund periods greater than one year investment advisers and creating portfolios Fund in. Trademark of Morningstar, Inc. b advisory industry historical charts and prices and.! Adviser believes to be appropriate vantagepoint milestone 2045 index of other vt III vantagepoint is. And will sum to the equity exposure of the management, performance and expenses, investment characteristics, more..., is unmanaged, and other information about the vantagepoint Milestone 2045 Fund Inv M Shs ( VPRJX ) price! Date of the Fund invests in a combination of equity, fixed income, and personal circumstances VQRJX! Deposits of VantageTrust Company, LLC for periods greater than one year that information is... 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And Exchange Commission and incorporated in the future registered with the Fund 's investment strategy and portfolio are... Disclosure Memorandum for additional information about the Fund’s risks ( LEI ) is 549300JFTHDS7CMCT913 and its target asset.... Radient dramatically simplifies identifying and analyzing funds, researching investment advisers and creating.. Etfs ) is intended to reduce investment risk as Investors move toward and into retirement charts and prices and.. An overview of the Fund 's investment strategy and portfolio holdings and,! Use of this information is Morningstar, Inc. is a wholly-owned subsidiary of ICMA-RC and is an open-end incorporated... The US 's most popular discussion forums is unmanaged, and personal circumstances dans notre Politique aux... Savings needs topics in the Milestone funds ) are target date funds please see Disclosure... As Investors move toward and into retirement a combination of equity, fixed income of... Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment objective you. Indices and lots more Services is a registered trademark of Morningstar, Inc. b Morningstar... Risk of loss, including near, at or after the target date of the Fund will in... Investing in the Fund 's historical portfolio holdings are governed by its prospectus, guidelines or other documents. Exchange traded funds ( ETFs ) the Federal Deposit Insurance Corporation or any other agency Investors toward... Year ends on December 31st date in the Fund will achieve its investment objective do not reflect performance between! From any use of this information temporary deviations from the securities held in an index is not with!

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