Vantagepoint Aggressive Opportunities 777 North Capitol St, NE Ste 600 Washington, DC Map
Phone: 800-669-7400
| Category: | Mid-Cap Growth | | Fund Family: | Vantagepoint Funds | | Net Assets: | 944.93M | | Year-to-Date Return: | 43.04% | | Yield: | 0.09% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Feb-99 |
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G. Staley Cates
Lead Manager since
31-Jul-02 | | | Cates is president and portfolio manager with Southeastern Asset Management, his employer since 1986. Prior to joining the firm, he was a research associate with Morgan Keegan & Company. Cates 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 long-term capital appreciation. The fund primarily invests in common stocks of small to medium- capitalization U.S and foreign companies. It may also invest in debt instruments, preferred stock, foreign stocks and bonds, convertible securities and derivatives such as futures and options. |
| Last Dividend
(16-Dec-08):
| 0.01 | | Last Cap Gain
(16-Dec-08):
| 0.28 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 125.67% |
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| Expense | VPAOX | Category Avg | | Total Expense Ratio: | 1.01%
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 323 | $714 | | 5 Yr Expense Projection*: |
$ 560 | $1,046 | | 10 Yr Expense Projection*: |
$ 1,241 | $2,067 |
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