As of RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Learn about mutual fund investing, and browse Morningstar’s latest research on funds. There is no guarantee that the Fund will achieve its investment objective. 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 . Mid- and Large-Cap Value Funds. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 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. 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 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 (Milestone Funds) are target date funds. High quality photos will ensure your website is always updated. Due to rounding, percentages shown may not add up to 100%. Morningstar places funds in certain categories 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 … The Vantagepoint Funds operates as a ‘‘series’’ investment company offering twenty-seven distinct, diversified investment portfolios listed above (each a ‘‘Fund’’ and collectively the ‘‘Funds’’), with each Fund having different The table below lists the funds available for investment through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks that have above-average growth potential. Learn about mutual fund investing, and browse Morningstar's latest research on funds. VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. Fund Type Open-End Fund. Objective Foreign Growth. 1-800-669-7400. This Fund uses multiple managers. U.S. News evaluated 407 Intermediate Core Bond Funds. Table of Contents. Nov 30, 2020, Senior Vice President and Chief Investment Officer. VANTAGEPOINT LOW DURATION BOND FUND . VPFIX: NA - Fund Performance Chart. 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. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. Shareholder Expenses . 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. 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 … There is no guarantee that the Fund will meet its investment objective and you can lose money. 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. 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. 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. Find your next great investment and explore picks from our analysts. 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. 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. Morningstar is a registered trademark of Morningstar, Inc. b. Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. 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. The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. 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. Discover actionable insights today. The VT III Vantagepoint PLUS Fund is a master … Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020. Here's how our analysis and ratings can inform how you choose funds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. Phone. Read More . Find your next great investment and explore picks from our analysts. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. 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. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. 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. VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. Get the lastest Fund Performance for NA from Zacks Investment Research 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. These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). The Fund is not a mutual fund. All Vantagepoint Funds invested through 401 or 457 plans are held through VantageTrust. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. 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 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. 1-800-669-7400. 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, … WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. The following example The portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. 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. 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. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. Morningstar fund analysts’ favorites in this riskier area of the fixed-income market. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Find the latest Vantagepoint International Fun (VPINX) stock quote, history, news and other vital information to help you with your stock trading and investing. Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The best passive funds for overseas exposure. Find funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds based on the fund’s historical portfolio holdings. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. They collect a record $97 billion and lift U.S. equity funds. 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. The Vantagepoint Funds is a no-load open-end management investment company. 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. Introducing the Enhanced Morningstar Analyst Rating for Funds, How the Analyst Ratings Could Change Under the New Approach to Assessing Funds, Morningstar Analyst Rating for Funds Methodology, Muni National Intermediate-Term Bond Funds, This Strong Bond Fund Thinks Outside the Box, November Analyst Ratings Upgrades, Downgrades, and More, Morningstar's Guide to Target-Date Investing, Hfqtnkrv Vvhncgcqfvz Mmb Wpnp (lnMQ) YZGWQ. As a shareholder of a Vantagepoint Fund, you incur ongoing expenses, such as advisory fees and other fund expenses. 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. For a current prospectus, contact ICMA-RC Services, LLC. These top-rated equity funds could be solid anchors for investors’ U.S. exposure. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … 11/18/20. BlackRock Total Return makes the most of the firm's deep resources. This Fund may also invest in other equity securities, cash and cash equivalents. Â. 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. You may lose money by investing in the Fund. Photos are what you need to create a stunning website. Suite 600 . This Fund … Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. 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 Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Terms of Service apply. The average is calculated and funds are assigned to a category by Morningstar. © Copyright 2020 Morningstar, Inc. All rights reserved. VISIT THE NEW VANTAGEPOINT FUNDS WEBSITE. Find the latest Vantagepoint Aggressive Opportu (VPAOX) 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 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 Category 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. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. This site is protected by reCAPTCHA and the Google Top funds picks for investors seeking higher-quality growth exposure deposits of VantageTrust Company and not... Fund including quotes, interactive charts and more reflect the costs of management! And Chief investment Officer, guidelines or other governing documents, not its category! 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Makes the most of the small-cap segment of the U.S. large-blend Morningstar category the Vantagepoint funds are distributed ICMA-RC..., s & P 500, Nasdaq, and personal circumstances interactive charts and more Fund ’ s research. Registered target date mutual funds in our database offered by Vantagepoint funds 777 North Capital Street Suite! Plus Fund in which the Milestone funds invest in other funds managed and administered by Services!, not its Morningstar category the Vantagepoint Milestone funds ( Milestone funds ) are target funds!