Vantagepoint Mid/Small Company Index II
777 North Capitol St, NE Ste 600 Washington, DC
Map
Phone: 800-669-7400
| Category: | Mid-Cap Blend | | Fund Family: | Vantagepoint Funds | | Net Assets: | 93.37M | | Year-to-Date Return: | 22.85% | | Yield: | 1.87% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-99 |
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Karen Q. Wong
Lead Manager since
31-Mar-04 | | | Heads a team of portfolio managers covering domestic and international passive equity funds Responsible for refinement and implementation of the equity portfolio management process Prior to joining Mellon Capital, worked as a security analyst at Redwood Securities. he is Member of CFA Institute and the CFA Society of San Francisco He holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to offer long-term capital growth by approximating the performance of the Dow Jones Wilshire 4500 Completion index. The fund normally invests at least 90% of net assets in a sampling of stocks that is selected and weighted to seek to result in investment characteristics comparable to those of the Dow Jones Wilshire 4500 Completion index and performance that correlates with the performance of that index. |
| Last Dividend
(16-Dec-08):
| 0.21 | | Last Cap Gain
(16-Dec-08):
| 0.59 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 90.71% |
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| Expense | VPMSX | Category
Avg | | Total Expense Ratio: | 0.30%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 97 | $623 | | 5 Yr Expense Projection*: |
$ 169 | $964 | | 10 Yr Expense Projection*: |
$ 381 | $1,949 |
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0.67% Nasdaq 
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