Vantagepoint Conservative Growth 777 North Capitol St, NE Ste 600 Washington, DC Map
Phone: 800-669-7400
| Category: | Conservative Allocation | | Fund Family: | Vantagepoint Funds | | Net Assets: | 503.80M | | Year-to-Date Return: | 14.86% | | Yield: | 2.33% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-00 |
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Lee Trenum
Lead Manager since
30-Jan-05 | | | Trenum has served as an analyst on the Team since 2001 and prior to that served in ICMA Retirement Corporation's Investor Services Division. |
| 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 reasonable current income and capital preservation with modest potential for capital growth. The fund invests 50% of total assets in fixed income funds and 40% of total assets in stock funds. |
| Last Dividend
(23-Dec-08):
| 0.53 | | Last Cap Gain
(23-Dec-08):
| 0.71 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 75.40% |
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| Expense | VPCGX | Category Avg | | Total Expense Ratio: | 0.90%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 288 | $638 | | 5 Yr Expense Projection*: |
$ 500 | $979 | | 10 Yr Expense Projection*: |
$ 1,112 | $1,930 |
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