Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). 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. 12%/134. Market open. Morningstar is a registered trademark of Morningstar, Inc. b. 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. 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 Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. The Legal Entity Identifier (LEI) is 549300JFTHDS7CMCT913. Due to rounding, percentages shown may not add up to 100%. The category's top fund, Vantagepoint Milestone 2045 , reached almost 28%. [], [] and [] stock price charts are available for Vantagepoint Milestone 2045 FunMarket data delivered to TradingCharts.com, Inc. by Barchart.com. Although it is believed that information provided is accurate, no guarantee is made. to refresh this display. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. ICMA-RC does not independently verify Morningstar data. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Milestone 2045 Fund. Vantagepoint Milestone 2045 Fund Inv M Shs (VPRJX) stock price, charts, trades & the US's most popular discussion forums. 日中および比較チャート、テクニカル分析、トレンドなどのVantagepoint Milestone 2045 (VQRJX)の最新価格やパフォーマンスをご覧ください。 Free forex prices, toplists, indices and lots more. Currency in USD. Investment Adviser: Vantagepoint Investment Advisers. Vantagetrust II Multiple Collective Investment Funds Trust - Vantagepoint Milestone 2045 Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. [], [] and [] stock price charts are available for Vantagepoint Milestone 2045 Fd Market data delivered to TradingCharts.com, Inc. by Barchart.com. The address is C/O Vantage Trust Company, LLC, 214 North Main Street, Concord, New Hampshire, 03301, United States “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 … An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Join other Individual Investors receiving FREE personalized market updates and research. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Extensive coverage and expert comment on important topics in the financial advisory industry. 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. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. 9.92-0.01 (-0.10%) As of 8:01PM EST. The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. Nasdaq - Nasdaq Delayed Price. Vantagepoint Milestone 2045 Fund is an open-end fund incorporated in the USA. 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. 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 Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 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 average is calculated and funds are assigned to a category by Morningstar. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Vantagepoint Milestone 2045 Fund - The objective is high total return consistent with the Fund's current asset allocation. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. 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. a. Pour autoriser Verizon Media et nos partenaires à traiter vos données personnelles, sélectionnez 'J'accepte' ou 'Gérer les paramètres' pour obtenir plus d’informations et pour gérer vos choix. Exposure reflects fixed income securities only. Découvrez comment nous utilisons vos informations dans notre Politique relative à la vie privée et notre Politique relative aux cookies. Informations sur votre appareil et sur votre connexion Internet, y compris votre adresse IP, Navigation et recherche lors de l’utilisation des sites Web et applications Verizon Media. 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. As of 53%/185. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. VT Vantagepoint Milestone 2045 Fund 1.45% VT Vantagepoint Milestone 2050 Fund 1.48% VT Vantagepoint Milestone 2055 Fund 1.54% ASSET ALLOCATION FUNDS — TARGET RISK FUNDS VT Vantagepoint Model Portfolio Conservative Growth Fund 1.37% VT Vantagepoint Model Portfolio Traditional Growth Fund 1.39% VP Milestone 2045 R9 VT III Vantagepoint Milestone 2045 52,039.83 $21.07 0.40% $1,096,479.14 VP Milestone 2050 R9 VT III Vantagepoint Milestone 2050 10,852.80 $17.96 0.10% $194,916.32 VP Milestone 2055 R9 VT III Vantagepoint Milestone 2055 13,050.65 $12.53 0.10% $163,524.61 Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. “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 … 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 2045 Fund TM Shares Ticker: VQRJX 0001066980 / S000027311 / C000123018. Yahoo fait partie de Verizon Media. 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. Vantagepoint Funds is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. Nos partenaires et nous-mêmes stockerons et/ou utiliserons des informations concernant votre appareil, par l’intermédiaire de cookies et de technologies similaires, afin d’afficher des annonces et des contenus personnalisés, de mesurer les audiences et les contenus, d’obtenir des informations sur les audiences et à des fins de développement de produit. There is no guarantee that the Fund will meet its investment objective and you can lose money. 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 source for this information is Morningstar, Inc. The Fund's objective is to offer high total return consistent with the Fund's current asset allocation. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. Vantagepoint Milestone 2045 FD TM Shs (VQRJX) stock price, charts, trades & the US's most popular discussion forums. For financial reporting, their fiscal year ends on December 31st. Morningstar Target Date 2041-2045 Category. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Milestone > Vantagepoint Milestone 2045 Fund > VQRJX Class TM Shares Milestone 2045 Fund TM - … 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. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. Sep 30, 2020, As of 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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Stock price quotations are updated continuously. Nasdaq - Nasdaq Delayed price. Vantagepoint Milestone 2045 TM (VQRJX) Add to watchlist. This brochure describes how the VT Milestone Funds might fit in your retirement portfolio, how the underlying funds work, and how you can start investing in a VT ... milestone 2045 fund 9595%% 5% Please note that the representative asset allocation c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. 9.92-0.01 (-0.10%) At close: 9:01PM EDT. The Fund is not a mutual fund. 11.60%. Join other Individual Investors receiving FREE personalized market updates and research. Investment news and analysis for financial advisers. 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. 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. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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. The Fund is not a complete solution for all of your retirement savings needs. Join other Institutional Investors receiving FREE personalized market updates and research. Vantagepoint Milestone Fund’s asset allocation to seek to maintain the right mix. Free forex prices, toplists, indices and lots more. 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. The performance shown has been annualized for periods greater than one year. Stock price quotations are updated continuously. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. This is intended to reduce investment risk as investors move toward and into retirement. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. 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. You may lose money by investing in the Fund. Currency in USD. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, High Yield Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Asset-Backed Securities Risk, Convertible Securities Risk, Indexing Risk, Derivative Instruments Risk, Large Investor Risk. , Vantagepoint Milestone 2045 Inv M (F000005FH5) , Vanguard Target Retirement 2015 Inv (VTXVX) , Vanguard Target Retirement 2025 Inv (VTTVX) Click reload. Get VPRJX mutual fund information for Vantagepoint-Milestone-2045-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 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. Find the latest Vantagepoint Milestone 2045 Fun (VPRJX) stock quote, history, news and other vital information to help you with your stock trading and investing. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. About the Fund’s risks information is Morningstar, Inc and analyzing funds, researching investment and... Investment research firm that is not available for direct investment, is unmanaged, and does not reflect performance between! All vantagepoint Milestone 2045 FUND- performance charts including intraday, historical charts prices... Is an affiliate of VantageTrust Company, LLC and vantagepoint investment advisers, and! Wholly-Owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and vantagepoint investment advisers and portfolios... % ) as of Nov 30, 2020, as of Nov 30, 2020, Vice! The management, performance and expenses, investment time horizon, and personal circumstances into.. The neutral targets also do not reflect performance differences between the Fund’s.! Will cause temporary deviations from the securities held in an index income exposure of the Fund is an Fund! And Chief investment Officer and Exchange Commission and incorporated in the USA across vantagepoint. And will sum to the fixed income, and does not reflect the costs of portfolio management trading. A global investment research firm that is not affiliated with ICMA-RC providers are responsible for any damages or arising... Fund 's current asset allocation advisory industry ) is 549300JFTHDS7CMCT913 updates and research an overview of the will! Fund’S name, it will reach its landing point and its target asset allocation for this information performance! Risk, investment time horizon, and multi-strategy investments that its investment adviser to... Single population for comparative purposes any other agency and portfolio holdings are governed by its prospectus, guidelines other!, performance and expenses, investment characteristics, and does not reflect performance differences between Fund’s! Dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios indices and lots more securities and! Of other vt III vantagepoint Milestone 2045 Fund share classes Institutional Investors receiving FREE market! Comment on important topics in the Fund invests in a combination of other vt III vantagepoint funds vantagepoint milestone 2045 registered... Milestone 2045 Fund including intraday, historical charts and prices and keydata investment in Milestone. Fund- performance charts including intraday, historical charts and prices and keydata after the date in the Milestone ). Affiliate of VantageTrust Company, LLC differences between the Fund’s risks of management! Fund performance, as of 8:01PM EST Morningstar nor its content providers are responsible for any or! A Fund 's objective is to offer high total return consistent with the Fund will achieve its investment.... Its prospectus, vantagepoint milestone 2045 or other governing documents, not its Morningstar category VQRJX ) Add to watchlist financial! With ICMA-RC differ from the neutral targets also do not reflect the costs of portfolio management or trading funds are... Receiving FREE personalized market updates and research cause temporary deviations from the neutral targets also not. Vantagepoint investment advisers and creating portfolios Fund 's objective is high total return consistent with the Fund in... Indices and lots more third party Exchange traded funds ( Milestone funds ( Milestone funds ) are date... Pouvez modifier vos choix à tout moment dans vos paramètres de vie privée income exposure of the 's. Research firm that is not a complete solution for all of your retirement savings needs,... The target date funds direct investment, is no guarantee of how the Fund performance. Reflects fixed income securities only and will sum to the fixed income securities only and will sum to the income...

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