Vantagepoint Discovery
777 North Capitol St, NE Ste 600 Washington, DC
Map
Phone: 800-669-7400
| Category: | Small Blend | | Fund Family: | Vantagepoint Funds | | Net Assets: | 157.58M | | Year-to-Date Return: | 25.09% | | Yield: | 3.18% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Oct-07 |
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Asha B. Joshi
Lead Manager since
30-Oct-07 | | | Joshi is a senior portfolio manager and director of Enhanced Equity Index Strategies. Previously, Joshi was vice president of Capital Markets, at Canadian Imperial Bank of Commerce where she advised clients on managing interest rate and currency risk. Prior to that, she was a vice president, Global Trading, at First Interstate Bank, Ltd. Joshi 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 long-term capital growth. The fund normally invests in a combination of U.S. common stocks of small capitalization companies, Russell 2000 index futures contracts and fixed income securities. |
| Last Dividend
(16-Dec-08):
| 0.22 | | Last Cap Gain
(21-Dec-07):
| 0.07 | | Annual Holdings Turnover
| 111.00% | | Average for Category:
| 92.45% |
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| Expense | VPDSX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 317 | $618 | | 5 Yr Expense Projection*: |
$ 549 | $996 | | 10 Yr Expense Projection*: |
$ 1,217 | $2,008 |
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0.30% Nasdaq 
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