There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. VP Milestone 2025 R9 VT III Vantagepoint Milestone 2025 132,524.77 $16.86 0.80% $2,234,367.60 VP Milestone 2030 R9 VT III Vantagepoint Milestone 2030 142,200.37 $17.77 0.90% $2,526,900.56 VP Milestone 2035Ã‚Â R9 VT III Vantagepoint Milestone 2035 145,188.76 $18.38 1.00% $2,668,569.38 Copyright Â© 2020 Morningstar, Inc.â¢ All Rights Reserved. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Vantagepoint Investment Options Stable Value/Money Market Funds Ticker Code Ticker Code VantageTrust PLUS Fund .....71 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. Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., Â© 2020 All rights reserved. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. TradingCharts.com offers over 30 thousand free stock price charts and stock market quotes. Due to rounding, percentages shown may not add up to 100%. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 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 Vantagepoint Funds, a no-load open-end management investment company, operates as a “series” investment company offering the 31 distinct, diversified investment portfolios listed above (each a “Fund” and collectively the “Funds”). A. Vantagepoint PLUS Fund return is annualized for all periods. Vantagepoint Milestone 2025 S3: USD 10.7% Rank Fund Name Currency Risk 52 Comerica Destination Fund 2025 Instl Cl: USD 13.6 53 Morningstar Lifetime Mod 2025 Idx N-1: USD 13.6 54 Vantagepoint Milestone 2025 … Due to rounding, percentages shown may not add up to 100%. INVESTMENT OPTION Disclosures. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. The address is C/O Vantage Trust Company, LLC, 214 North Main Street, Concord, New Hampshire, 03301, United States Major Index Returns by Year: A Visual Guide. * Inception date 1/4/2010 ICMA-RC does not independently verify Morningstar data. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. A fund's portfolio may differ from the securities held in an index. The Cheapest ETF for Every Investment Objective. The Legal Entity Identifier (LEI) is 549300EPT26PK2XFHG47. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. a. 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Get VQRNX mutual fund information for Vantagepoint-Milestone-2025-Fund-TM-Shares, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Vantagepoint Milestone 2010: 1.03%: VPRPX: Vantagepoint Milestone 2015: 0.95%: VPROX: Vantagepoint Milestone 2020: 0.96%: VPRNX: Vantagepoint Milestone 2025: 0.96%: Read Next. 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. How Gold ETFs Are Taxed. 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. Vantagepoint Milestone 2025 … Find funds related to VANTAGEPOINT MILESTONE 2020 FUND … An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2025 Fund. A. Vantagepoint PLUS Fund return is annualized for all periods. 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. 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund Morningstar Opinion Janet Yang, CFA ... Vantagepoint Milestone Target-Date Fund Series Report ©2016 Morningstar. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. The Vantagepoint funds - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). It is calculated based on a Morningstar RiskâAdjusted Return measure that accounts for variation in a managed productâ²s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Vantagepoint Milestone 2020 is rated 5- Stars Overall. Vantagepoint Milestone 2050 Fund's gross expense ratio is 1.55%. INVESTMENT OPTION Disclosures. The Fundâs 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, Equity Income/Interest Rate 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, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. The weights are: 100% threeâyear rating for 36â59 months of total returns, 60% fiveâyear rating/40% threeâyear rating for 60â119 months of total returns, and 50% 10âyear rating/30% fiveâyear rating/20% three-year rating for 120 or more months of total returns. The Milestone 2025 Fund will continue to age until about the year 2035. 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