To ensure that you have the most current list of available funds and /or to obtain additional fund information, please log on to Account Access atwww.icmarc.org or call ICMA-RC Investor Services at800-669-7400. Income and capital growth consistent with reasonable risk. Jan. 28. Vantage Point congratulates Niki Sharma on being appointed Parlimentary Secretary for Community Development and Non-Profits and pledges its support for unleashing the potential of charities and not-... Government Announcement of a Home for the Sector. For what you want, some of that would be ok. There is no guarantee that the Fund will meet its investment objective and you can lose money. Vantage Point exists to support the people moving these organizations forward – Executive Directors, board members, senior leaders, managers, staff, and volunteers. Please see the underlying fund’s prospectus for additional information. The Fund is not a mutual fund. Contact . Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. Find the latest The Vantagepoint Funds, 500 Sto (VPFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. You can write a book review and share your experiences. Volunteer Vancouver inspires and builds leadership in the voluntary sector at all levels of organizations. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. The S&P 500 Index consists of 500 companies representing larger capitalization stocks traded in the U.S. b. Your support creates stronger leaders & transforms not-for-profit organizations. 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. VT III Vantagepoint MP Long-Term Growth 7254 Vantagepoint MP Glbl Eq Gr R1 VT III VP MP Global Equity Growth 7256 VT Puritan® Fund Fidelity Puritan® 7724 U.S. STOCK Fund Name Code Vantagepoint Equity Income R1 VT III Vantagepoint Equity Income 7025 VT Invesco Diversified Div Invesco Diversified Dividend Y 7903 VT MFS® Value MFS Value R4 8088 Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. 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 VP Milestone 2020 R1 VT III Vantagepoint Milestone 2020 0.70% $28,085.73 VP Milestone 2025 R1 VT III Vantagepoint Milestone 2025 2.30% $102,008.21 VP Milestone 2030 R1 VT … 401 Savings plan,457 Savings plan,Retirement Savings Plans,Custom But Rikard Ekstrand left just as the Fantastic 51 article was publishing, and … Morningstar is a registered trademark of Morningstar, Inc. b. Industry leaders and professional facilitators deliver most of our programs. Not-for-profit professionals approach us for training and consulting in: governance, leadership, planning, and … The average is calculated and funds are assigned to a category by Morningstar. The Vantage Point Foundation (VPF) is a nonprofit organization whose mission is to guide andsupport post 9/11 military veterans and families on a new path towards healing and civilian success.VPF primarily supports veterans throughout the greater South Carolina region who have experienced wartime trauma. The underlying fund invests approximately 60% of its assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. Investors should carefully consider the information contained in the prospectus or disclosure materials before investing. Whether you've loved the book or not, if you give your honest and detailed thoughts then people will find new books that are right for them. By investing in this way, each Milestone 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. 69.0 Bil. Vantagepoint MP Cons Gr R1 92210F273 $62,212 Vantagepoint MP Trad Gr R1 92210F224 $15,059 Vantagepoint MP Lng-Trm Gr R1 92210J101 $228,155 Vantagepoint MP Glbl Eq Gr R1 92210J606 $109,442 VT Puritan Fund R1 FPURX $20,818 Annuity VT Retirement IncomeAdvantage R1 74440A670 $1,413 VT Nuveen Real Estate Secs R1 FARCX $41,020 Find the latest Vantagepoint Discovery Fund Inv (VPDSX) stock quote, history, news and other vital information to help you with your stock trading and investing. VT Puritan® Fund R5 1: 7724: N/A: Moderate Allocation: 04/16/1947: U.S. Stock; Vantagepoint Equity Income Fund R9 1: 7025 : N/A: Large Value: 04/01/1994: VT Invesco Diversified Dividend Fund R5 1: 7903: N/A: U.S. Stock: 12/06/2013: VT MFS ® Value Fund R5 1: 8088: N/A: Large Value: 12/8/2017: Vantagepoint 500 Stock Index Fund R5 1: 0067: N/A: Large Blend: 04/05/1999: Vantagepoint Broad … Sep 30, 2020. It invests at least 25% of its total assets in fixed income senior securities. 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. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 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. By investing in this way, each Milestone 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. I would ditch that one. 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. 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