Vantagepoint Asset Allocation
777 North Capitol St, NE Ste 600 Washington, DC
Map
Phone: 800-669-7400
| Category: | Moderate Allocation | | Fund Family: | Vantagepoint Funds | | Net Assets: | 435.83M | | Year-to-Date Return: | 14.42% | | Yield: | 1.85% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Feb-99 |
|
Helen Potter
Lead Manager since
31-Dec-01 | | | Potter is a managing director, asset allocation portfolio management at Mellon Capital. She has been with Mellon Capital since 1996. Potter 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 |
|
| |
| The investment seeks capital growth. The fund primarily allocates assets among common stocks, U.S. treasury obligations and investment-grade short-term instruments. It typically invests 40% to 70% of total assets in common stocks, however, the fund's investment in common stock may range from as little as 0% to as much as 100% of total assets. |
| Last Dividend
(16-Dec-08):
| 0.11 | | Last Cap Gain
(16-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 74.74% |
|
| Expense | VPAAX | Category
Avg | | Total Expense Ratio: | 0.77%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 247 | $632 | | 5 Yr Expense Projection*: |
$ 429 | $951 | | 10 Yr Expense Projection*: |
$ 957 | $1,857 |
|
|
2.03% Nasdaq 
Profile
