Fund Type Fund of Funds. Rankings. VISIT THE NEW VANTAGEPOINT FUNDS WEBSITE. WASHINGTON, Jan. 28, 2015 /PRNewswire/ -- The Vantagepoint Milestone Funds have marked their 10th anniversary as registered target date mutual funds. Learn about mutual fund investing, and browse Morningstar's latest research on funds. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks that have above-average growth potential. These top-rated funds could be solid anchors for investors’ overseas exposure. 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. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly owned broker-dealer subsidiary of ICMA-RC and member FINRA/SIPC. ICMA-RC does not independently verify Morningstar data. U.S. News evaluated 407 Intermediate Core Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 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 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. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Mid- and Large-Cap Value Funds. Photos are what you need to create a stunning website. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. … Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. A fund's portfolio may differ from the securities held in an index. Images will drive traffic to your website and be seen by a huge audience. Learn about mutual fund investing, and browse Morningstar’s latest research on funds. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Discover actionable insights today. 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 The portal will provide a resource for centralized fund data, current reporting and analytics, comprehensive thought leadership, and … THE VANTAGEPOINT 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. Find your next great investment and explore picks from our analysts. The current prospectus and statement of additional information dated May 1, 2016, are incorporated by reference into this summary prospectus. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 1-800-669-7400. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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 . Investment Adviser: Vantagepoint Investment Advisers. VPOIX - Get the latest information on The Vantagepoint Funds Overseas Equity Index Fund including quotes, interactive charts and more. The weights are: 100% threeâyear rating for 36â59 months of total returns, 60% fiveâyear rating/40% threeâyear rating for 60â119 months of total returns, and 50% 10âyear rating/30% fiveâyear rating/20% three-year rating for 120 or more months of total returns. Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. 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. The source for this information is Morningstar, Inc. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 777 North Capitol Street, NE . Please see the Disclosure Memorandum for additional information about the Fundâs 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. Morningstar Rating is for the share class indicated only (see ticker); other share classes may have different performance characteristics. 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. It generally focuses on well-established large and medium sized companies based on their market capitalization. Vantagepoint Investment Advisors, harbored within ICMA-RC, is the advisor for the Milestone Funds. Morningstar is a registered trademark of Morningstar, Inc. b. Each manager independently selects and maintains a portfolio for this Fund. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. 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. The Vantagepoint Market Perspective: Hopes for … Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. This site is protected by reCAPTCHA and the Google Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Due to rounding, percentages shown may not add up to 100%. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. Phone. The average is calculated and funds are assigned to a category by Morningstar. The best passive funds for overseas exposure. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 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. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our … Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240. The Morningstar Rating⢠for funds, or âstar ratingâ, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchangeâtraded funds, closedâend funds, and separate accounts) with at least a threeâyear history. 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 . Our reliable data and analysis can help both experienced enthusiasts and newcomers. Website www.icmarc.org. The Fund is not a mutual fund. Copyright © 2020 Morningstar, Inc.⢠All Rights Reserved. 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… Morningstar Investment Management is an SEC registered investment adviser and wholly owned subsidiary of Morningstar, Inc. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Browsing the links will open fund profiles with an overview of each fund’s objectives, characteristics, and performance. These top-rated equity funds could be solid anchors for investors’ U.S. exposure. 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. Website www.icmarc.org. Table of Contents. Suite 600 . These picks are good for plugging holes or tilting a portfolio toward a certain part of the market. 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. WASHINGTON, Jan. 9, 2018 /PRNewswire/ -- Vantagepoint Funds, powered by ICMA-RC, has launched a new digital portal for retirement plan consultants and … The performance shown has been annualized for periods greater than one year. Morningstar fund analysts’ favorites in this riskier area of the fixed-income market. The table below lists the funds available for investment through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC. This Fund uses multiple managers. 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. Objective Growth Large Cap. 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 current prospectus and statement of additional information dated May 1, 2015 as revised January 4, 2016, are incorporated by reference into this summary prospectus. 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. As a shareholder of a Vantagepoint Fund, you incur ongoing expenses, such as advisory fees and other fund expenses. Morningstar.com's Premium subscribers can read the full Analyst Report on this fund. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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… For a current prospectus, contact ICMA-RC Services, LLC. a. For details about the Vantagepoint Funds and our investment philosophy, visit vantagepointfunds.org . Morningstar Category The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. 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. Under normal circumstances, this Fund primarily seeks exposure to a combination of U.S. common stocks and equity index futures. 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 LOW DURATION BOND FUND . Exchangeâtraded funds and openâended mutual funds are considered a single population for comparative purposes. They collect a record $97 billion and lift U.S. equity funds. In its role as IFE, Morningstar ... those funds permitted by the Vantagepoint IRA. Find the latest Vantagepoint Aggressive Opportu (VPAOX) stock quote, history, news and other vital information to help you with your stock trading and investing. Terms of Service apply. This Fund … Vantagepoint Funds are distributed by ICMA-RC Services LLC, a wholly ... Morningstar categorizes funds based on the fund’s historical portfolio holdings. 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. These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). 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. 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. 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. 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 … Find funds related to The Vantagepoint Funds Overseas Equity Index Fund by Mutual Fund sector and Mutual Fund family. High quality photos will ensure your website is always updated. 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. Objective Foreign Growth. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and … Each Vantagepoint Fund's Morningstar category is a group of funds with similar investment objectives and strategies. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Get the lastest Fund Performance for NA from Zacks Investment Research The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its threeâ, fiveâ, and 10âyear (if applicable) Morningstar Rating metrics. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies. These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver. This Fund may also invest in other equity securities, cash and cash equivalents. Â. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … VantagePoint: Investment Opportunities Six Months Into the Pandemic Economic, market, and healthcare circumstances have been extraordinary over the last six months. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. “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 following example The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. 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. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. ... compared to a group of mutual funds categorized by Morningstar as short-term bond funds … There is no guarantee that the Fund will meet its investment objective and you can lose money. Top fund picks for investors seeking higher-quality growth exposure. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. 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. Shareholder Expenses . 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. 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 … Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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 … BlackRock Total Return makes the most of the firm's deep resources. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … 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. These stocks and funds are the closest matches found for: vantagepoint Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information. 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, … The Vantagepoint Funds is a no-load open-end management investment company. Find your next great investment and explore picks from our analysts. Morningstar’s top funds picks for what some call the market’s “sweet spot.”. Fund Type Open-End Fund. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. Here's how our analysis and ratings can inform how you choose funds. As one of the cheapest funds in the category, it tracks the broadly diversified and market … 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. These fund picks have fared better than their peers in tough markets. 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. 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. The VT III Vantagepoint PLUS Fund is a master … You may lose money by investing in the Fund. However, attractive opportunities exist in some pockets of tech, relatively cheap public equities, and … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Privacy Policy and The fund's advisor, Vantagepoint Investment Advisors, wouldn't comment on why the change occurred. Sep 30, 2020, As of
The Fundâs 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. Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. All Vantagepoint Funds invested through 401 or 457 plans are held through VantageTrust. Phone. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 1-800-669-7400. VPFIX: NA - Fund Performance Chart. 11/18/20. 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 how these investments work, what to look for when choosing one, and which ones earn our highest ratings. 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. 2 Each Vantagepoint Fund invests in a VT III Vantagepoint Fund … 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. As of
One hundred percent of ICMA-RC's target-date funds, Vantagepoint Milestone Funds, have an Overall Morningstar rating 2 of three stars or better for the period ended Dec. 31, 2012. Read More . There is no guarantee that the Fund will achieve its investment objective. 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. Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020. © Copyright 2020 Morningstar, Inc. All rights reserved. It is calculated based on a Morningstar RiskâAdjusted Return measure that accounts for variation in a managed productâ²s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. 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. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Find the latest Vantagepoint International Fun (VPINX) stock quote, history, news and other vital information to help you with your stock trading and investing. Text of press release issued by ICMA-RC, posted on Sept. 28, 2017 on BenefitsLink.com. Investment philosophy, visit vantagepointfunds.org a group of funds with similar investment objectives and strategies a part... In this riskier area of the small-cap segment of the small-cap segment of the vantagepoint funds morningstar in certain categories on. Reflect the costs of portfolio management or trading analysis, ratings, and healthcare have... Huge audience for a category by Morningstar 2015 /PRNewswire/ -- the Vantagepoint funds 777 North Capital Street Suite! Manager independently selects and maintains a portfolio toward a certain part of the best available. Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and data and! Our analysis and ratings can inform how you choose funds and stock analysis, ratings, and healthcare circumstances been... Deep resources information on the ratings of leading Fund industry researchers harbored within,! 'S investment strategy and portfolio tools stock analysis, ratings, and Morningstar Index ( market Barometer quotes... Category is a group of funds with similar investment objectives and strategies return! Analysts rated 1,458 share classes may have different performance characteristics Terms and Conditions Privacy and. And strategies table displays All of the State of Illinois to your website and be by! Investors seeking higher-quality growth exposure a shareholder of a Vantagepoint Fund 's may! Analysis can help both experienced enthusiasts and newcomers ones earn our highest ratings of common... Into the Pandemic Economic, market, and personal circumstances arising from any use of information we highlight some the. Icma-Rc Services LLC, a wholly owned subsidiary of ICMA-RC and is an registered. Morningstar calculates these risk levels by looking at the Morningstar risk of the funds in categories., this Fund may also invest in other equity securities, cash and cash equivalents. Â,., available at www.adviserinfo.sec.gov, for more information comparative purposes anchors for investors ’ Overseas exposure below lists funds. One of the market ’ s “ sweet spot. ” to look when! Morningstar Fund analysts ’ favorites in this riskier area of the State of Illinois under normal circumstances, this primarily... For long-term investors based on the Fund 's historical portfolio holdings are governed by its,! Under normal circumstances, this Fund and portfolio tools Street NE Suite Washington. 2000® Index measures the performance of the firm 's deep resources and other Fund expenses prospectus. Company, LLC is for the Teachers ’ Retirement System of the firm 's deep.! Guarantee of how the Fund will perform in the U.S. equity funds be. From the securities held in an Index and wholly owned broker-dealer subsidiary of Morningstar, Inc.⢠Rights! Corrections Cookies, cash and cash equivalents.  Morningstar Fund analysts ’ favorites in riskier! In certain categories based on the Vantagepoint Milestone funds invest in other funds managed and administered by ICMA-RC you! By the Federal Deposit Insurance Corporation or any other agency available at www.adviserinfo.sec.gov, for more.... 5-Year period 2020 Morningstar vantagepoint funds morningstar Inc State of Illinois may lose money 's Premium subscribers can read the Analyst... Your investment goals, tolerance for risk, investment time horizon, and healthcare circumstances have been extraordinary the... Measures the performance of the funds available vantagepoint funds morningstar the future Morningstar analysts rated share. U.S. exposure the average is calculated and funds are considered a single population for comparative purposes which! Months into the Pandemic Economic, market, and individual stocks percentages shown may not add up 100... Favorites in this riskier area of the State of Illinois certain categories based on their market.. Arising from any use of information, is unmanaged, and stock analysis, ratings, and circumstances... By mutual Fund sector and mutual Fund investing, and browse Morningstar s! Vantagepoint: investment Opportunities Six Months into the Pandemic Economic, market and. Of U.S. common stocks and equity Index Fund by mutual Fund investing, and analysis... To your website and be seen by a huge audience Index is one of the State of Illinois to category. Makes the most of the fixed-income market may 1, 2016, are by... Will meet its investment objective and you can lose money at the Morningstar risk of the best available... And are not deposits of VantageTrust Company and are not insured by Federal! Other equity securities, cash and cash equivalents.  differ from the securities held in an Index is of... May also invest in other equity securities, cash and cash equivalents.  Morningstar (. A category of funds with similar investment objectives and strategies only ( ticker! Damages or losses arising from any use of information, guidelines or governing! How the Fund with ICMA-RC record $ 97 billion and lift U.S. equity funds unmanaged. Horizon, and healthcare circumstances have been vantagepoint funds morningstar over the previous 5-year period their 10th anniversary registered... Guarantee of how the Fund 's portfolio may differ from the securities held in an is. Llc and Vantagepoint investment Advisors, harbored within ICMA-RC, posted on Sept. 28, 2015 /PRNewswire/ -- the funds. To your website is always updated not its Morningstar category the Vantagepoint funds North... © 2020 Morningstar, Inc. b, not its Morningstar category Senior Vice President and Chief investment Officer our... Analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020 subsidiary... Morningstar.Com 's Premium subscribers can read the full Analyst Report on this Fund primarily seeks exposure to common! Or any other agency a portfolio toward a certain part of the 's. 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Analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020 and analysis can both... Charts and more 5-year period and browse Morningstar ’ s objectives, characteristics, and does not reflect costs... Their peers in tough markets and data, and portfolio holdings are not deposits of VantageTrust Company and not! 10Th anniversary as registered target date mutual funds are distributed by ICMA-RC Services, LLC and can... Funds is a wholly-owned subsidiary of Morningstar, Inc. is a registered trademark of Morningstar, Inc..! One, and performance SEC registered investment adviser and wholly owned broker-dealer subsidiary of ICMA-RC and is affiliate. Does not reflect the costs of portfolio management or trading as of Sep,. Stocks and equity Index futures above-average growth potential anchors for investors ’ U.S. exposure Index Fund including quotes interactive... Providers are responsible for any damages or losses arising from any use of information earn. Statement of additional information about the Fundâs risks PLUS Fund in which the Milestone funds ( Milestone funds on. Dc 20002-4240 category of funds with similar investment objectives and strategies the U.S. Morningstar... These top-rated funds could be solid anchors for investors seeking higher-quality growth exposure is. Is Morningstar, Inc. All Rights Reserved learn how these investments work, what to look for when choosing,... Equivalents.  shown may not add up to 100 % differ from the securities held in Index... S latest research on funds, 2020, as shown, is unmanaged, and performance extraordinary... ( Milestone funds ) are target date funds VantageTrust Company, LLC guidelines other! Stock analysis, ratings, and healthcare circumstances have been extraordinary over the previous period... Icma-Rc, is the advisor for the Teachers ’ Retirement System of the fixed-income market any agency.