Objective . 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. The Fund expects to have significant exposure to non-U.S. securities. 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. About Vantagepoint Growth & Income Fund Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Andrew Urban View daily, weekly or monthly format back to when Vantagepoint Growth Fund Inv Sh stock was issued. 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 net version of this index reinvests dividends after the deduction of withholding taxes, using a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. Objective . Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Performance charts for Vantagepoint Growth Fund (VPGRX) including intraday, historical and comparison charts, technical analysis and trend lines. 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 MP Trad Growth R1 USD 5.1%: 15.5-13.7%: 113 Vanguard 70/30 - Mod Agrsv Gr Mgd R2 USD 5.1%: 15.9-14.6%: 114 CIBC Atlas Income Opportunities Instl Managers. Due to rounding, percentages shown may not add up to 100%. There is no guarantee that the Fund will achieve its investment objective. 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. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. The source for this information is Morningstar, Inc. ICMA-RC does not independently verify Morningstar data. Principal Investment Strategies . 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. 88 88 88 83 75 67 58 51 43 35 32 32 32 Vantagepoint Milestone ... Rowe Price Blue Chip Growth Fund, as well as Patrick Kelley and Ankur Crawford, who run Bronze-Rated Alg- RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. A research tool for real estate professionals. Principal Investment Strategies . ICMA-RC does not independently verify Morningstar data. 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. Due to rounding, percentages shown may not add up to 100%. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 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. Investment Adviser: Vantagepoint Investment Advisers. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Preferred Stock Risk, Equity Income/Interest Rate Risk, Indexing Risk, Large Investor Risk. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 16% fixed income/stable value investments, 77% equity investments, and 7% multi-strategy investments. Morningstar is a registered trademark of Morningstar, Inc. b. Gary Pzegeo Brant Houston USD 5.1%: 17.1-15.3%: 115 Elfun Diversified Managers. VantagePoint Software for Stock Traders admin 2017-10-19T16:40:27-04:00 Stock traders know that in order to be profitable consistently in today’s globally-interconnected markets they can’t get by with a narrow, single market focus. Exposure reflects fixed income securities only. The Vantagepoint Funds - Vantagepoint Model Portfolio Traditional Growth Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). The address is 777 North Capitol North East, Suite 600, Washington, District of Columbia, 20002, United States The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 62% fixed income/stable value investments, 34% equity investments, and 4% multi … Vantagepoint Model Portfolio Long-Term Growth Fund is an open-end fund incorporated in the USA. Vantagepoint MP Trad Gr R1 VT III VP MP Traditional Growth 6.00% $259,166.90 Vantagepoint Ovrseas Eq Idx R1 VT III VP Overseas Equity Index 2.90% $124,163.61 Vantagepoint PLUS Fund R1 VT III PLUS Fund 17.40% $759,245.69 Vantagepoint Select Value R1 VT III Vantagepoint Select Value 0.10% $3,429.76 VP Milestone 2015 R1 VT III Vantagepoint Milestone 2015 11.10% $481,571.64 By investing in this way, each Model Portfolio 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.The targeted allocation of each Model Portfolio Fund’s assets among underlying funds and the asset classes they represent is determined by VIA, the investment adviser to both the Model Portfolio Funds and the VT III Vantagepoint Funds. VT III Vantagepoint Dvrsf Strt Fd - The investment seeks to offer long-term capital growth. Total Return. 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. Get VPTGX mutual fund information for Vantagepoint-Model-Portfolio-Traditional-Growth-Fund-Investor-M-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more High long-term capital growth. The performance shown has been annualized for periods greater than one year. Exposure reflects equity securities only and will sum to the equity exposure of the fund. 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. 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 EMI can provide trending context by using information from FactoryTalk Historian as well as third-party historians. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Month by Month Performance. 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 Vantagepoint Model Portfolio Funds (Model Portfolio Funds) are target risk funds. 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. Discover VantagePoint Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Allocation--30% to 50% Equity Vantagepoint MP Cons Gr R1 $117,991 Allocation--50% to 70% Equity Vantagepoint MP Trad Gr R1 $337,576 ... Large Growth Vantagepoint Growth R1 $283,154 Large Growth VT T Rowe Price® Growth Stock R1 $124,494 Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. The Fund is not a mutual fund. Sep 30, 2020, As of The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. 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. You may lose money by investing in the Fund. Objective . 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Morningstar places funds in certain categories based on the fund's historical portfolio holdings. As of An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. Reasonable current income and capital preservation, with modest potential for capital growth. The Fund's objective is to offer high long-term capital growth and modest current income. There is no guarantee that the Fund will meet its investment objective and you can lose money. 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. Exposure reflects fixed income securities only. 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. Due to rounding, percentages shown may not add up to 100%. The Legal Entity Identifier (LEI) is 5493004PDLTPN59PGE65. Search Now. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Morningstar is a registered trademark of Morningstar, Inc. b. a. The Fund's objective is offer moderate capital growth and reasonable current income. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 33% fixed income/stable value investments, 60% equity investments, and 7% multi-strategy investments. 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. By investing in this way, each Model Portfolio 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.The targeted allocation of each Model Portfolio Fund’s assets among underlying funds and the asset classes they represent is determined by VIA, the investment adviser to both the Model Portfolio Funds and the VT III Vantagepoint Funds. This helps users get the information they need to recognize the significance of what is happening at the moment against the background of the data over time. The average is calculated and funds are assigned to a category by Morningstar. A fund's portfolio may differ from the securities held in an index. The S&P Target Risk Indexes reflect exposure to various asset classes included in target risk funds driven by a survey of such funds for each particular target risk. Principal Investment Strategies . 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. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. 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. As of Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Model Portfolio Traditional Growth Fund > VPTGX Investor M Shares Model Portfolio Traditional Growth Fund M - … 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The Fund invests, under normal circumstances, 100% of its net assets in equity funds by investing in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) whose assets are invested, under normal circumstances, at least 80% in equity securities (common and preferred stock) … Investment Adviser: Vantagepoint Investment Advisers. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Vantagepoint MP Trad Growth R1: USD -13.7% 87 SPA Balanced Portfolio CL R6: USD -13.7% 87 Elfun Diversified: USD -13.7% 87 T. Rowe Price Capital Appreciation: USD -13.7% View full league table. VantagePoint: Your national resource for real property research. 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. 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