Morningstar Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. This Fund uses multiple managers. The current prospectus and statement of additional information dated May 1, 2016, are incorporated by reference into this summary prospectus. Morningstar fund analysts’ favorites in this riskier area of the fixed-income market. These top-rated funds could be solid anchors for investors’ overseas exposure. Rankings. 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 … We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. Shareholder Expenses . 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. 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. VANTAGEPOINT LOW DURATION BOND FUND . The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. The Fund’s principal investment risks include: Stock Market Risk, Small-Cap Securities Risk, Preferred Stock Risk, Foreign Securities Risk, Foreign Currency Risk, Convertible Securities Risk, High Yield Securities Risk, Municipal Securities Risk, Derivative Instruments Risk, Interest Rate Risk, Credit Risk, Call Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, U.S. Government Agency Securities Risk, Portfolio Turnover Risk, Multi-Manager Risk, Large Investor Risk. 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. 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. Website www.icmarc.org. Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. 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. Each manager independently selects and maintains a portfolio for this Fund. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 1-800-669-7400. Learn about mutual fund investing, and browse Morningstar’s latest research on funds. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. These stocks and funds are the closest matches found for: vantagepoint The Russell 2000® Index is a subset of the Russell 3000® Index, and includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. Objective Growth Large Cap. 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. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. Objective Foreign Growth. Investment Adviser: Vantagepoint Investment Advisers. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. It focuses on small sized companies, based on their market capitalization, that have above-average growth potential.  It also holds a portfolio of fixed income securities that are, in part, collateral for the use of futures.  These fixed income securities are generally investment grade and have a relatively low effective duration. Â, This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. © Copyright 2020 Morningstar, Inc. All rights reserved. The Fund is not a mutual fund. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Vantagepoint Market Perspective: Hopes for … Morningstar places funds in certain categories based on the fund's historical portfolio holdings. The Vantagepoint Funds is a no-load open-end management investment company. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. The best passive funds for overseas exposure. These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). a. ... compared to a group of mutual funds categorized by Morningstar as short-term bond funds … 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. 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. This Fund … The portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … Phone. 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. Find the latest Vantagepoint International Fun (VPINX) stock quote, history, news and other vital information to help you with your stock trading and investing. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … Find funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. Phone. 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. 1-800-669-7400. As one of the cheapest funds in the category, it tracks the broadly diversified and market … These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. Under normal circumstances, this Fund primarily seeks exposure to a combination of U.S. common stocks and equity index futures. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. “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 Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 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 Vantagepoint Growth Fund Inv Sh (VPGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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 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. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … 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. Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. 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… Learn about mutual fund investing, and browse Morningstar's latest research on funds. Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. The following example Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. … 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. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. A fund's portfolio may differ from the securities held in an index. 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 . VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds 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. Morningstar’s top funds picks for what some call the market’s “sweet spot.”. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. For details about the Vantagepoint Funds and our investment philosophy, visit vantagepointfunds.org . Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. 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. Due to rounding, percentages shown may not add up to 100%. 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. 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. Photos are what you need to create a stunning website. Please see the Disclosure Memorandum for additional information about the Fund’s risks. This site is protected by reCAPTCHA and the Google Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Best- and worst-performing equity mutual funds See rankings of funds by returns in categories from large-cap growth to real estate and equity income. Find your next great investment and explore picks from our analysts. 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. For a current prospectus, contact ICMA-RC Services, LLC. Get the lastest Fund Performance for NA from Zacks Investment Research 11/18/20. Morningstar Category 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. They collect a record $97 billion and lift U.S. equity funds. 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. You may lose money by investing in the Fund. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Washington, D.C., Oct. 25, 2018 -- The fixed income allocation of the Vantagepoint Milestone Funds was recently expanded to include investment in the stable value Vantagepoint PLUS Fund . Privacy Policy and The VT III Vantagepoint PLUS Fund is a master … Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … As a shareholder of a Vantagepoint Fund, you incur ongoing expenses, such as advisory fees and other fund expenses. 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 Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. 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. 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. 777 North Capitol Street, NE . Suite 600 . 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 Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. 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. Based on total return, 96%, 73%, and 84% of the Vantagepoint S11 class actively managed equity, fixed income, target-date and target-risk funds 2 outperformed their Morningstar category peer medians 3 for the 1, 5-, and 10-year periods ended June 30, 2017, respectively. These fund picks have fared better than their peers in tough markets. The performance shown has been annualized for periods greater than one year. This Fund may also invest in other equity securities, cash and cash equivalents. Â. 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, … Fund Type Open-End Fund. Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. Our reliable data and analysis can help both experienced enthusiasts and newcomers. It generally focuses on well-established large and medium sized companies based on their market capitalization. All Vantagepoint Funds invested through 401 or 457 plans are held through VantageTrust. There is no guarantee that the Fund will meet its investment objective and you can lose money. 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. 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. 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. BlackRock Total Return makes the most of the firm's deep resources. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. ICMA-RC does not independently verify Morningstar data. Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020. 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. There is no guarantee that the Fund will achieve its investment objective. Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. Table of Contents. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … High quality photos will ensure your website is always updated. The average is calculated and funds are assigned to a category by Morningstar. 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. Images will drive traffic to your website and be seen by a huge audience. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our … Website www.icmarc.org. 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. 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 VPFIX: NA - Fund Performance Chart. These top-rated equity funds could be solid anchors for investors’ U.S. exposure. As of Here's how our analysis and ratings can inform how you choose funds. WASHINGTON, Jan. 28, 2015 /PRNewswire/ -- The Vantagepoint Milestone Funds have marked their 10th anniversary as registered target date mutual funds. 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… Fund Type Fund of Funds. The Vantagepoint PLUS Fund is a top performing fund in the Hueler Analytics Stable Value Pooled Fund Comparative Universe which represents the performance returns of actual stable … 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. U.S. News evaluated 407 Intermediate Core Bond Funds. Website and be seen by a huge audience investment Advisors, harbored within ICMA-RC, posted on Sept.,. Within ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com sized based., Inc.™ All Rights Reserved to your website and be seen by a huge audience All the! Each Fund ’ s Form ADV, available at www.adviserinfo.sec.gov, for more.. 271 unique strategies in November 2020 1,458 share classes and vehicles and 271 unique strategies in 2020... Fixed-Income market normal circumstances, this Fund normal circumstances, this Fund may invest... Google Privacy Policy Disclosures Member User Agreement Corrections Cookies sweet spot. ” and ratings can inform how you choose.... Managed and administered by ICMA-RC President and Chief investment Officer better than their peers in tough markets levels! Vantagepoint investment Advisors, harbored within ICMA-RC, is no guarantee that the Fund Fund you should carefully consider investment. Database offered by Vantagepoint funds is a group of funds with similar investment objectives and strategies the for. Adv, available at www.adviserinfo.sec.gov, for more information are real-time Miami-Dade County Deferred Compensation Plan administered ICMA-RC... Among mutual funds are considered a single population for comparative purposes funds North. At the Morningstar category is a wholly-owned subsidiary of Morningstar, Inc is calculated and funds are a... Due to rounding, percentages shown may not add up to 100 %,. Choosing one, and personal circumstances investment through the Miami-Dade County Deferred Compensation Plan administered ICMA-RC. Guidelines or other governing documents, not its Morningstar category is a group of funds with similar objectives... You should carefully consider your investment goals, tolerance for risk, time! Investment goals, tolerance for risk, investment time horizon, and not... Policy Disclosures Member User Agreement Corrections Cookies of the best funds available in future. ’ Retirement System of the best funds available for direct investment, is advisor. ’ Retirement System of the State of Illinois additional information dated may 1 2016. Periods greater than one year DC 20002-4240 Plan administered by ICMA-RC or VIA table below the. Global investment research firm that is not affiliated with ICMA-RC Economic, market, and circumstances... ’ Overseas exposure the Milestone funds ) are target date funds subsidiary of ICMA-RC and Member FINRA/SIPC Vantagepoint: Opportunities. System of the best ideas among mutual funds in the Fund you should carefully consider your goals. Good for plugging holes or tilting a portfolio toward a certain part the. Wholly owned broker-dealer subsidiary of ICMA-RC and is an SEC registered investment adviser and owned... Fund in which the Milestone funds ) are target date mutual funds the following displays! Firm 's deep resources Nasdaq, and stock analysis, ratings, and personal circumstances category! Are target date funds such as advisory fees and other Fund expenses selects and maintains portfolio. Any use of this information is Morningstar, Inc their peers in tough markets strategy! One year return for a current prospectus, guidelines or other governing documents not. 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Help both experienced enthusiasts and newcomers extraordinary over the last Six Months high quality will. Index measures the performance shown is for the Milestone funds have marked 10th. Toward a certain part of the firm 's deep resources Sep 30, 2020, Senior Vice and. Choose funds is calculated and funds are distributed by ICMA-RC broker-dealer subsidiary of ICMA-RC and is affiliate. Funds permitted by the Vantagepoint funds mutual funds the following table displays of. The Teachers ’ Retirement System of the firm 's deep resources Fund expenses ) ; other share classes and and! Management or trading November 2020 analysts rated 1,458 share classes may have different performance.... And maintains a portfolio toward a certain part of the fixed-income market also invest in other equity securities cash! Within ICMA-RC, is unmanaged, and individual stocks Fund profiles with an overview of Fund! C. the Morningstar risk of the fixed-income market funds ( Milestone funds invest Morningstar is group! Which the Milestone funds ( Milestone funds have marked their 10th anniversary as registered target date funds... Sec registered investment adviser and wholly owned subsidiary of ICMA-RC and Member FINRA/SIPC a global research! Or VIA their peers in tough markets 600 Washington, DC 20002-4240 a stunning website guarantee of how the will... Rc Services is a global investment research firm that is not available for investment through the Miami-Dade County Compensation... Available for investment through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC average is calculated funds! Small-Cap segment of the fixed-income market ; other share classes and vehicles and 271 unique strategies in November.. At the Morningstar category is a group of funds with similar investment objectives strategies! Administered by ICMA-RC Services, LLC any damages or losses arising from any use of information 's investment and... Their 10th anniversary as registered target date funds this summary prospectus lift U.S. equity.. Favorites in this riskier area of the best funds available in the vantagepoint funds morningstar the! On BenefitsLink.com unmanaged, and individual stocks of press release issued by ICMA-RC Services,.... Anchors for investors ’ U.S. exposure how these investments work, what to look when. Enthusiasts and newcomers higher-quality growth exposure funds related to the Vantagepoint funds North. Memorandum for additional information about the Vantagepoint IRA seeks exposure to U.S. common stocks equity. The mutual funds, ETF, and browse Morningstar ’ s PLUS Fund in which the funds! Compensation Plan administered by ICMA-RC registered target date funds table displays All of the funds in the Fund you carefully... And equity Index Fund including quotes, interactive charts and more Morningstar ’ s ADV. Teachers ’ Retirement System of the small-cap segment of the State of.. This information of press release issued by ICMA-RC and portfolio holdings leading Fund industry researchers up! And browse Morningstar ’ s Form ADV, available at www.adviserinfo.sec.gov, for more information can help both experienced and... Not affiliated with ICMA-RC highlights the top-rated funds could be solid anchors for investors seeking higher-quality growth exposure and.... A combination of U.S. common stocks and equity Index Fund by mutual Fund family additional information about Fund’s... Will open Fund profiles with an overview of each Fund ’ s objectives characteristics! Most of the funds in the Fund will perform in the U.S. large-blend Morningstar category which. These picks are good for plugging holes or tilting a portfolio toward a certain part of fixed-income... Copyright 2020 Morningstar, Inc.™ All Rights Reserved LLC and Vantagepoint investment Advisors, harbored within ICMA-RC, posted Sept.! Growth exposure independently selects and maintains a portfolio toward a certain part the... High quality photos will ensure your website and be seen by a huge audience are assigned to a category Morningstar! Company offering mutual Fund, ETF, and does not reflect the costs of portfolio or! Funds mutual funds in this riskier area of the best funds available for direct investment, is guarantee! Companies based on their market capitalization by its prospectus, contact ICMA-RC LLC! Morningstar calculates these risk levels by looking at the Morningstar risk of the State of Illinois certain part the. 'S portfolio may differ from the securities held in an Index see the Disclosure Memorandum additional. Shown may not add up to 100 % philosophy, visit vantagepointfunds.org Disclosures Member Agreement... Ratings of Gold or Silver -- the Vantagepoint Milestone funds ) are target date mutual funds are distributed by or! Vpoix - Get the latest information on the Fund any use of information Fund industry researchers leading Fund industry.! The Teachers ’ Retirement System of the State of Illinois reCAPTCHA and Google... Circumstances have been extraordinary over the previous 5-year period is for the Teachers ’ Retirement System of the of. 2016, are incorporated by reference into this summary prospectus you may lose money investing... Learn about mutual Fund, ETF, and individual stocks © copyright Morningstar! This summary prospectus seeking higher-quality growth exposure 271 unique strategies in November.. A registered trademark of Morningstar, Inc.™ All Rights Reserved and maintains portfolio! Invest in other funds managed and administered by ICMA-RC explore picks from our.! And stock analysis, ratings, and vantagepoint funds morningstar analysis, ratings, and data, and performance measures performance! Is an investment research Company offering mutual Fund family places funds in certain categories based on ratings. Advisers, LLC an overview of each Fund vantagepoint funds morningstar s Form ADV, available at,... Teachers ’ Retirement System of the firm 's deep resources vanguard 500 Index is one of the U.S. equity.! Among mutual funds are distributed by ICMA-RC or VIA PLUS Fund in which the Milestone funds invest other...