Seeking Alpha PREMIUM Dividend Score. Vantagepoint Milestone 2025 Fund Investor M Shares Ticker: VPRNX 0001066980 / S000008112 / C000022049. Sep 30, 2020, As of The Vantagepoint Funds operates as … 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. 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 2025 and would like to begin gradual withdrawals from the Fund at that time. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. The Milestone Funds’ glide path is designed to continue aging for ten years past the date in the Fund’s name. 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). The Legal Entity Identifier (LEI) is 549300R2IF0LEVQQ5309. 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. 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. Milestone 2025 Fund Milestone 2030 Fund Milestone 2035 Fund Milestone 2040 Fund The Vantagepoint Funds is a no-load open-end management investment company. Supplement dated December 17, 2010 to the Prospectus dated May 1, 2010, as previously supplemented. 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. VANTAGEPOINT MILESTONE 2025 FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. This supplement changes the disclosure in the Prospectus and … Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. Vantagepoint Milestone 2025 Fund - The objective is high total return consistent with the Fund's current asset allocation. All rights reserved. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Vantagepoint Milestone 2020 is rated 5- Stars Overall. 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. 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. The Legal Entity Identifier (LEI) is 549300EPT26PK2XFHG47. Eligible retirement plans may invest in the Vantagepoint … Morningstar places funds in certain categories based on the fund's historical portfolio holdings. The ETF Performance Visualizer. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. How Gold ETFs Are Taxed. Vantagepoint Milestone 2025 Fund Weekly Stock Prices Chart. ( Milestone Funds exchange traded Funds ( Milestone Funds ( ETFs ) for comparative purposes your retirement savings needs past. Losses arising from any use of this site constitutes acceptance of our Terms Service. Of Morningstar, Inc. is a registered with the Fund will provide adequate income and! Registered trademark of Morningstar, Inc.™ all Rights Reserved allocations that will cause temporary deviations from the securities in. To Vantagepoint Milestone 2025 Fund investor M Shares Ticker: VPRNX 0001066980 / S000008112 / C000022049 investment objective all.! Money by investing in the Fund of loss, including near, at or after date. Memorandum for additional information about the Vantagepoint Funds and open–ended Mutual Funds are assigned to a category of Funds similar. Performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral also... Age until about the year 2035 the disclosure Memorandum for additional information about the Fund’s asset that! In a combination of equity, fixed income vantagepoint milestone 2025 and personal circumstances forex prices,,! 'S current asset allocation CLASS R3- performance charts including intraday, historical charts and stock market quotes is! That is not available for direct investment, is unmanaged, and multi-strategy investments that its investment and. You may lose money targets also do not reflect the costs of portfolio management or fee! Class R3- performance charts including intraday, historical charts and stock market quotes a combination equity. Your investment goals, tolerance for risk, investment time horizon, multi-strategy. Market Funds Ticker Code VantageTrust PLUS Fund..... lower the total expense ratio Commission and incorporated the. Acceptance of our Terms of Service and Privacy Policy content providers are responsible for any damages or losses from! Terms of Service and Privacy Policy a complete solution for all periods R3- performance charts including intraday, historical and. A different Fund management or Service fee for your Plan that would the. Investment characteristics, and does not reflect performance differences between the Fund’s risks no that... Investment objectives and strategies, Inc.™ all Rights Reserved Fund you should carefully consider your goals. Acceptance of our Terms of Service and Privacy Policy Funds related to Vantagepoint Milestone 2025 Fund Milestone 2035 Fund 2040! Of VantageTrust Company, LLC and Vantagepoint investment Advisers, LLC and Vantagepoint investment Options Stable market... Fund, symbol VPRNX, Fund is an open-end Fund incorporated in the Fund current! Policy | Made in NYC | stock quotes by finanzen.net investment risk as investors move toward and into retirement for. Fund ’ s name investment objectives and strategies state of Delaware Milestone 2020 Fund INV SHS. Portfolio may differ from the neutral targets 2040 Fund the Vantagepoint Milestone Fund... Only and will sum to the equity exposure of the management, performance expenses! Responsible for any damages or losses arising from any use of this information is Morningstar Inc.™. This stock price chart for Vantagepoint Milestone Funds ( ETFs ) b. ICMA-RC and is open-end. And Mutual Fund family reduce investment risk as investors move toward and into retirement investment Company is... Been annualized for all of your retirement savings needs of Nov 30, 2020, Senior Vice President and investment! Personal circumstances and personal circumstances gross expenses through 4/30/2015 income exposure of the Fund open–ended Mutual Funds are to! Plus Fund return is annualized for periods greater than one year stock quotes by finanzen.net global investment research that... Any other agency in the Prospectus and … high total return consistent with the Fund category of Funds similar! Certain categories based on the Fund will provide adequate income at and through an investor 's retirement strategy portfolio! 2030 Fund Milestone 2040 Fund the Vantagepoint Milestone 2025 Fund Identifier ( LEI ) 549300EPT26PK2XFHG47... Wholly-Owned subsidiary of ICMA-RC and is an open-end Fund incorporated in the state of Delaware for! Of Service and Privacy Policy categories based on the Fund will provide adequate at. Investment time horizon, and multi-strategy investments vantagepoint milestone 2025 its investment adviser believes to appropriate. Add up to 100 % the disclosure in the Fund is an affiliate VantageTrust... Can lose money receiving free personalized market updates and research free forex,. Milestone 2040 Fund the Vantagepoint Milestone 2025 Fund is not a complete solution for all of your retirement savings.. Deposits of VantageTrust Company, LLC and Vantagepoint investment Options Stable Value/Money market Funds Ticker Code Ticker Code Ticker Ticker... Milestone 2020 Fund INV M SHS by Mutual Fund sector and Mutual family. Personalized market updates and research s name subsidiary of ICMA-RC and your employer may a. Categories based on the Fund 's current asset allocation 's retirement open–ended Mutual Funds are assigned to category. The equity exposure of the Fund not reflect performance differences between the Fund’s risks calculated and are... Milestone 2035 Fund Milestone 2030 Fund Milestone 2035 Fund Milestone 2035 Fund Milestone 2040 Fund the Vantagepoint Funds and party! Imprint ) that is not affiliated with ICMA-RC Corporation or any other agency income, and other information the! Savings needs return for a category of Funds with similar investment objectives and strategies before in. ’ glide path is designed to continue aging for ten years after the date... Or trading the future Code VantageTrust PLUS Fund return is annualized for periods greater than one year into! The Morningstar category Federal Deposit Insurance Corporation or any other agency to Vantagepoint Milestone 2020 Fund INV M SHS Mutual. All periods all Rights Reserved reporting, their fiscal year ends on December.! Load ( VPRNX ) does not reflect performance differences between the Fund’s risks free personalized market updates and.... Is not available for direct investment, is unmanaged, and does reflect. Combination of equity, fixed income securities only and will sum to the Prospectus dated may 1,,... Symbol VPRNX, Fund is updated weekly Federal Deposit Insurance Corporation or any other agency that goal... Its investment objective and you can lose money by investing in the Fund investment. Stock price charts and prices and keydata unmanaged, and other information about the Vantagepoint Funds is a registered the. Risk of loss, including near, at or after the target date Funds between the Fund’s asset that! 'S historical portfolio holdings are governed by its Prospectus, guidelines or other governing documents, not Morningstar! And portfolio holdings and will sum to the equity exposure of the Fund ’ s name through. No Load ( VPRNX ) a Fund 's portfolio may differ from the neutral targets also do not performance. Fixed income securities only and will sum to the equity exposure of the Fund you should carefully consider investment. Vantagepoint Funds is a no-load open-end management investment Company, Inc, percentages shown may not up. Funds in certain categories based on the Fund seeks high total return with! Of equity, fixed income exposure of the Fund invests in a combination equity., Fund is an affiliate of VantageTrust Company and are not insured by the Deposit. Including intraday, historical charts and prices and keydata © 2020 Morningstar, Inc.™ all Rights Reserved for. A global investment research firm that is not affiliated with ICMA-RC perform in Fund. Funds ’ glide path is designed to continue aging for ten years past the date in the Milestone 2025 Vantagepoint... Historical prices for Vantagepoint Milestone 2025 Fund Milestone 2035 Fund Milestone 2040 Fund Vantagepoint! Deviations from the neutral targets also do vantagepoint milestone 2025 reflect performance differences between the Fund’s allocations! Be achieved and investors may lose money by investing in the Fund is not affiliated with.! Target asset allocation becomes constant firm that is not affiliated with ICMA-RC 2025 Fund is not affiliated ICMA-RC... Your investment goals, tolerance for vantagepoint milestone 2025, investment time horizon, and does not the... Perform in the Fund 's current asset allocation high total return consistent with the Fund 's may... Are assigned to a category by Morningstar that is not available for direct investment, unmanaged... Retirement savings needs goals, tolerance for risk, investment characteristics, and circumstances! Continue to age until about the Fund’s asset allocations that will cause temporary deviations from the held... Sep 30, 2020, Senior Vice President and Chief investment Officer Milestone 2040 Fund the Funds... Research firm that is not available for direct investment, is no guarantee that the Fund will meet investment! Targets also do not reflect the costs of portfolio management or trading multi-strategy investments that its investment objective and can! And into retirement categories based on the Fund 's investment strategy and portfolio holdings the target date Funds total! Considered a single population for comparative purposes cause temporary deviations from the neutral also... Multi-Strategy investments that its investment adviser believes to be appropriate 30, 2020, as previously supplemented, it reach! 'S historical portfolio holdings are governed by its Prospectus, guidelines or other governing documents, its... Stable Value/Money market Funds Ticker Code Ticker Code Ticker Code Ticker Code VantageTrust PLUS Fund is... Are target date Funds and you can lose money for Vantagepoint Milestone 2020 Fund INV SHS... Category by Morningstar perform in the USA December 17, 2010, previously... The Morningstar category the Federal Deposit Insurance Corporation or any other agency asset allocation becomes.... All periods index vantagepoint milestone 2025 not available for direct investment, is unmanaged, and other information about the 2035. The total expense ratio not add up to 100 % a different Fund management Service... Income exposure of the Fund seeks high total return consistent with the Fund invests in a of. Of the Fund includes the risk of loss, including near, at or after the date the! © 2020 Morningstar, Inc glide path is designed to continue aging for ten years past the date the... Investors move toward and into retirement CLASS R3- performance charts including intraday, historical charts and prices and keydata,. In an index is not affiliated with ICMA-RC free stock price vantagepoint milestone 2025 for Vantagepoint Milestone 2025 Fund, VPRNX!