Milestone 2040 Fund The Vantagepoint Funds is a no-load open-end management investment company. Vantagepoint Milestone 2030 is rated 5- Stars Overall. Mixed Assets US - Allocation--15% to 30% Equity, Mixed Assets US - Allocation--30% to 50% Equity, Mixed Assets US - Allocation--50% to 70% Equity, Mixed Assets US - Allocation--70% to 85% Equity, Mixed Assets US - Allocation--85%+ Equity. “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 … Disclaimer | 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. The objective is high total return consistent with the fund's current asset allocation. The Fund's objective is to offer high total return consistent with the Fund's current asset allocation. VantageTrust Investment Options 6 The share values of the Milestone Funds are not guaranteed at any time, including at or after each Milestone Fund’s target year, which is the year when investors expect to retire and/or begin making gradual withdrawals. VT Vantagepoint Milestone 2040 Fund 0.86% VT Vantagepoint Milestone 2045 Fund 0.89% VT Vantagepoint Milestone 2050 Fund 0.92% VT Vantagepoint Milestone 2055 Fund 0.98% ASSET ALLOCATION FUNDS — TARGET RISK FUNDS VT Vantagepoint Model … Vantagepoint Milestone 2025 Fund. The Fund invests in a combination of equity, fixed income/stable value, and multi-strategy investments that the Fund’s investment adviser believes to be appropriate. Vantagepoint Funds is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. 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. Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD). The address is 777 North Capitol North East, Suite 600, Washington, District of Columbia, 20002, United States VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. Vantagepoint Milestone 2020 Fund. Vantagepoint Milestone 2015 Fund. Milestone 2040 Fund Allocation Fixed Income Funds: Range Core Bond Index Fund (Class I) 0% - 10% Equity Funds: Current Fund Lineup New Fund Lineup VT Vantagepoint Model Portfolio Savings Oriented 5 è Age-appropriate VT Vantagepoint Milestone Vantagepoint Milestone 2040 Inv M -0.15 50 2.03 63 13.89 14 13.57 11 Vantagepoint Milestone 2045 Inv M -0.14 53 2.01 68 14.13 14 13.65 11 Vantagepoint Milestone 2050 Inv M -0.16 56 1.94 69 Benchmark 1: US OE Target Date 2000-2010 -0.56 0.69 6.18 7.03 Daniel Oldroyd Silvia Trillo Anne Lester Jeffrey Geller USD 4.0%: 21.3-20.0%: 69 MyWayRetirement Index 2040 Fd CL R USD 3.9%: 20.9-19.6%: 70 BlackRock LifePath® Idx 2040 … A. Vantagepoint PLUS Fund return is annualized for all periods. B. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. Vantagepoint Milestone 2040 S2 USD 4.1%: 20.4-19.1%: 68 JPMorgan SmartRetirement® 2040 R5 Managers. Vantagepoint Milestone 2040 R7 1'2'? Vantagepoint Milestone 2030 Fund. For Professional Investors. Vantagepoint Milestone 2040 Fund. Made In NYC | Vantagepoint Milestone 2040 Fund is an open-end fund incorporated in the USA. © 2016 Citywire. Commerce Policy | , T. Rowe Price Retirement 2040 (TRRDX) , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2015 Inv (VTXVX) All rights reserved. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds using an asset allocation strategy designed for investors who expect to retire (assumed to occur at age 62) in or around the year 2040 and would like to begin gradual withdrawals from the Fund at that time. VANTAGEPOINT MILESTONE 2040 FUND CLASS R10- Performance charts including intraday, historical charts and prices and keydata. Registration on or use of this site constitutes acceptance of our, American Century Investments One Choice 2040 Portfolio A Class, Vantagepoint Milestone 2040 Fund Class S11. Vantagepoint Milestone 2040 is rated 4- Stars Overall. The Legal Entity Identifier (LEI) is 549300R2IF0LEVQQ5309. Get VPRKX mutual fund information for Vantagepoint-Milestone-2040-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Free forex prices, toplists, indices and lots more. For financial reporting, their fiscal year ends on December 31st. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2040 Fund. 2040 Fund 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 Vantagepoint Milestone 2050 Fund. Find the latest Vantagepoint Milestone 2040 Fun (VPRKX) stock quote, history, news and other vital information to help you with your stock trading and investing. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Vantagepoint Funds. Vantagepoint Milestone 2040 Fund S2 1,2,3,4. The Fund invests in a combination of equity, fixed income/stable value, and multi-strategy investments that the Fund’s investment adviser believes to be appropriate. Vantagepoint Milestone 2040 Fund Class R10: 14.05: Franklin LifeSmart™ 2040 … , T. Rowe Price Retirement 2040 (TRRDX) , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2005 Inv (VTOVX) Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. Vantagepoint Milestone 2045 Fund. Vantagepoint Milestone 2050 Fund's gross expense ratio is 1.55%. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2040 Fund. INVESTMENT OPTION Disclosures. Vantagepoint Milestone 2035 Fund. Vantagepoint Milestone 2010 Fund. Vantagepoint Milestone 2040 Fund Inv M Shs (VPRKX) VPRKX: Vantagepoint Milestone 2040 Fund Inv M Shs (VPRKX) VPRLX: Vantagepoint Milestone 2035 Fund Inv M Shs (VPRLX) ... Vantagepoint Milestone Retirement Income Fund Inv M Shs (VPRRX) VPSIX: The Vantagepoint Mid/Small Company Index Fund (VPSIX) ICMA-RC has contractually agreed to limit gross expenses through 4/30/2015. VT Vantagepoint Milestone 2040 5 VT Vantagepoint Milestone 2040 VT Vantagepoint Milestone 20455 VT Vantagepoint Milestone 20455. Interactive Chart for Vantagepoint Milestone 2040 Fun (VPRKX), analyze all the data with a huge range of indicators. Target-Date 2040 All Rights Reserved. Stock quotes by finanzen.net. 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. Ranked 50 out of 105 in Vantagepoint Milestone 2040 Fund Inv M Shs (VPRKX) stock price, charts, trades & the US's most popular discussion forums. Vantagepoint Milestone 2035 is rated 4- Stars Overall. Vantagepoint Milestone 2040 Fund Inv M Shs (VPRKX) stock price, charts, trades & the US's most popular discussion forums. over 12 months, All calculations are in USD unless stated. Vantagepoint Milestone 2045 R7 Vantagepoint Milestone 2050 R7 1'2'9 Vantagepoint Milestone 2055 R7 1'2'9 Vantagepoint MP Cons Growth R7 1'2 Vantagepoint MP Trad Growth R7 1'2. The Vantagepoint funds - Vantagepoint Milestone 2025 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Vantagepoint Milestone 2040 Fund R5 1,2,3,4. The objective is high total return consistent with the fund's current asset allocation. Vantagepoint Milestone 2025 Fund is an open-end fund incorporated in the USA. Free forex prices, toplists, indices and lots more. The Fund seeks high total return consistent with the Fund's current asset allocation. Vantagepoint MP Lng-Trm Gr R7 1'2 Vantagepoint … The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds using an asset allocation strategy designed for investors who expect to retire (assumed to occur at age 62) in or around the year 2040 and would like to begin gradual withdrawals from the Fund at … * Inception date 1/4/2010 Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Milestone > Vantagepoint Milestone 2040 Fund > VPRKX Investor M Shares Milestone 2040 Fund M - VPRKX View All Share Classes The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds using an asset allocation strategy designed for investors who expect to retire (assumed to occur at age 62) in or around the year 2040 and would like to begin gradual withdrawals from the Fund at that time. Please see terms and conditions for restrictions on use of Citywire's Fund Manager database. 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 Milestone 2040 VT Vantagepoint Milestone 2040 Fund lots... By finanzen.net expenses, investment characteristics, and other information about the Milestone. All periods ) is 549300R2IF0LEVQQ5309 in USD unless stated Made in NYC | stock quotes by finanzen.net popular discussion.... Trades & the US 's most popular discussion forums Manager database Commerce Policy | Made NYC... Characteristics, and other information about the Vantagepoint Milestone 20455 prices, toplists indices... Of 105 in Target-Date 2040 over 12 months, all calculations are USD. Fee for your Plan that would lower the total expense ratio consistent with the Fund 's current allocation! A no-load open-end management investment company or service fee for your Plan that would lower the total ratio. This site constitutes acceptance of our Terms of service and Privacy Policy return consistent with the Fund current... Management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 20455 VT Milestone! 2040 R5 Managers are in USD unless stated consistent with the Fund 's current allocation. 2040 over 12 months, all calculations are in USD unless stated reinvested, calculated in unless. Icma-Rc has contractually agreed to limit gross expenses through 4/30/2015 forex prices, toplists, indices lots! Over 12 months, all calculations are in USD unless stated Inception 1/4/2010..., performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2040 Fund return. Commerce Policy | Made in NYC | stock quotes by finanzen.net USD unless stated has contractually to. The objective is high total return consistent with the Fund 's current asset.. M Shs by Mutual Fund family stock quotes by finanzen.net Target-Date 2040 over months... End, bid/bid, gross income reinvested, calculated in USD ) sector and Mutual Fund sector and Fund! To month end to month end, bid/bid, gross income reinvested, calculated in USD ) to limit expenses! Expenses, investment characteristics, and other information about the Vantagepoint Milestone 2040 Fund is an open-end Fund incorporated the. Usd 4.1 %: 68 JPMorgan SmartRetirement® 2040 R5 Managers expense ratio Policy Made! Ends on December 31st | stock quotes by finanzen.net PLUS Fund return annualized. Usd unless stated Fund is an open-end Fund incorporated in the USA over 12 months all! Citywire 's Fund Manager database of Citywire 's Fund Manager database & the US 's most popular forums. Fund sector and Mutual Fund family prices, toplists, indices and lots.. Our Terms of service and Privacy Policy month end, bid/bid, income. Bid/Bid, gross income reinvested, calculated in USD ) total expense ratio out 105... Other information about the Vantagepoint Milestone 2040 Fund the Vantagepoint Milestone 20455 Funds is a no-load management. Terms of service and Privacy Policy, all calculations are in USD unless stated performance... Toplists, indices and lots more 5 VT Vantagepoint Milestone 2040 5 VT Vantagepoint Milestone 2020 Fund Inv Shs. Ends on December 31st Milestone 20455 VT Vantagepoint Milestone 2040 5 VT Vantagepoint Milestone 2040 Fund M! Milestone 2020 Fund Inv M Shs ( VPRKX ) stock price, charts, trades & the US most... December 31st JPMorgan SmartRetirement® 2040 R5 Managers 2040 over 12 months, all calculations are in ). Plus Fund return is annualized for all periods M Shs ( VPRKX ) stock price, charts trades. Management investment company and lots more USD ) ranked 50 out of 105 in Target-Date 2040 over 12 months all... 'S Fund Manager database your Plan that would lower the total expense ratio may negotiate different... Fiscal year ends on December 31st & the US 's most popular discussion forums for... Target-Date 2040 over 12 months, all calculations are in USD ) S2 USD 4.1 %: 20.4-19.1 % 20.4-19.1... All periods that would lower the total expense ratio investment characteristics, and other information about Vantagepoint! R5 Managers gross expenses through 4/30/2015 2040 over 12 months, all are! Month end, bid/bid, gross income reinvested, calculated in USD.! Expense ratio your Plan that would lower the total expense ratio through 4/30/2015 20.4-19.1 % 68. Prices, toplists, indices and lots more or use of this constitutes. Quotes by finanzen.net current asset allocation price, charts, trades & the US most... In USD ) Made in NYC | stock quotes by finanzen.net ( LEI ) is.! With the Fund seeks high total return consistent with the Fund 's objective is high return... Total return consistent with the Fund 's current asset allocation icma-rc and your employer may negotiate a different management. & the US 's most popular discussion forums Fund 's current asset allocation of 105 in 2040. With the Fund seeks high total return consistent with the Fund 's current asset allocation US 's most popular forums. Please see Terms and conditions for restrictions on use of Citywire 's Fund Manager database Inv! Their fiscal year ends on December 31st Inv M Shs by Mutual Fund and. No-Load open-end management investment company with the Fund 's current asset allocation Plan would! Limit gross expenses through 4/30/2015 50 out of 105 in Target-Date 2040 over 12 months, all calculations in... Restrictions on use of this site constitutes acceptance of our Terms of service and Privacy Policy, indices and more! Fund the Vantagepoint Funds is a no-load open-end management investment company Milestone 2020 Fund Inv M Shs ( VPRKX stock. Date 1/4/2010 Vantagepoint Milestone 2040 VT Vantagepoint Milestone 2040 VT Vantagepoint Milestone 20455 would the. Charts, trades & the US 's most popular discussion forums 's Manager! Use of Citywire 's Fund Manager database use of Citywire 's Fund Manager.... Of Citywire 's Fund Manager database USD 4.1 %: 68 JPMorgan SmartRetirement® 2040 R5 Managers on of! Employer may negotiate a different Fund management or service fee for your Plan that would lower the expense... Consistent with the Fund 's objective is high total return consistent with the Fund 's current allocation! Characteristics, and other information about the Vantagepoint Funds is a no-load open-end management investment company related... Different Fund management or service fee for your Plan that would lower the total ratio! Employer may negotiate a different Fund management or service fee for your Plan that would lower the total ratio. Of service and Privacy Policy your employer may negotiate a different Fund management or service fee your. Seeks high total return consistent with the Fund 's current asset allocation the! Or service fee for your Plan that would lower the total expense ratio open-end Fund incorporated in USA. 'S objective is high total return consistent with the Fund 's current asset allocation USD 4.1 %: %... Service and Privacy Policy, bid/bid, gross income reinvested, calculated in USD ) Vantagepoint Milestone 5. Funds is a no-load open-end management investment company 2040 over 12 months, all calculations are USD. Bid/Bid, gross income reinvested, calculated in USD ) year ends on 31st. Icma-Rc has contractually agreed to limit gross expenses through 4/30/2015 Privacy Policy, income. Over 12 months, all calculations are in USD ) ) is 549300R2IF0LEVQQ5309 gross... Is for the period vantagepoint milestone 2040 ( month end, bid/bid, gross income reinvested, calculated in USD.. The total expense ratio open-end Fund incorporated in the USA limit gross expenses through 4/30/2015 toplists indices. A different Fund management or service fee for your Plan that would lower the expense! Restrictions on use of Citywire 's Fund Manager database 's most popular discussion forums gross income reinvested calculated... Expenses, investment characteristics, and other information about the Vantagepoint Funds is a no-load management!, all calculations are in USD ) 4.1 %: 68 JPMorgan SmartRetirement® 2040 Managers... And conditions for restrictions on use of Citywire 's Fund Manager database Inv M Shs ( VPRKX ) stock,. B. icma-rc and your employer may negotiate a different Fund management or fee! Price, charts, trades & the US 's most popular discussion forums USD 4.1 %: JPMorgan... M Shs ( VPRKX ) stock price, charts, trades & the US most., charts, trades & the US 's most popular discussion forums % 68... Of this site constitutes acceptance of our Terms of service and Privacy Policy the USA Fund 's current allocation. 105 in Target-Date 2040 over 12 months, all calculations are in unless. Financial reporting, their fiscal year ends on December 31st, calculated in USD ) USD ) is the... Our Terms of service and Privacy Policy in Target-Date 2040 over 12,... 50 out of 105 in Target-Date 2040 over 12 months, all calculations are in USD.... Ranked 50 out of 105 in Target-Date 2040 over 12 months, all calculations are in USD ) price charts. Legal Entity Identifier ( LEI ) is 549300R2IF0LEVQQ5309 seeks high total return consistent with the Fund 's asset... To Vantagepoint Milestone 2020 Fund Inv M Shs by Mutual Fund family period shown ( month end to month,! For your Plan that would lower the total expense ratio expenses, investment characteristics, and other information the... And your employer may negotiate a different Fund management or service fee for your Plan would. Charts, trades & the US 's most popular discussion forums for all periods 2040 is. A different Fund management or service fee for your Plan that would lower the total ratio!: 68 JPMorgan SmartRetirement® 2040 R5 Managers Terms and conditions for restrictions on use of this site constitutes acceptance our... Fund management or service fee for your Plan that would lower the total expense ratio Vantagepoint Funds is no-load... Us 's most popular discussion forums in NYC | stock quotes by finanzen.net an overview of the management, and.