Vantagepoint Select Value Vantagepoint Funds 777 North Capitol St, NE,Ste 600 Washington, DC Map
Phone: 800-669-7400
| Category: | Mid-Cap Value | | Fund Family: | Vantagepoint Funds | | Net Assets: | 276.61M | | Year-to-Date Return: | -3.39% | | Yield: | 0.81% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Oct-07 |
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John J. Norman
Lead Manager since
30-Oct-07 | | | Norman has fifteen years of investment experience and is responsible for portfolio management and client service. Prior to joining WEDGE in 2004, he was a senior vice president at Banc of America Capital Management. Norman was formerly associated with Brown Brothers Harriman, Wheat First Butcher Singer, and William M. Mercer Investment Consulting. |
| 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 long-term growth from dividend income and capital appreciation. The fund normally invests in common stocks of mid-capitalization U.S. companies that present attractive investment opportunities at favorable prices in relation to intrinsic worth of the issuer. It generally invests in stocks with market capitalizations that fall within the range of companies in the Russell MidCap Value index. |
| Last Dividend
(31-Dec-09):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 107.20% |
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| Expense | VPSVX | Category Avg | | Total Expense Ratio: | 1.04%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.41% | | 3 Yr Expense Projection*: |
$ 333 | $694 | | 5 Yr Expense Projection*: |
$ 577 | $1,073 | | 10 Yr Expense Projection*: |
$ 1,276 | $2,072 |
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