Vantagepoint Milestone 2020
Vantagepoint Funds777 North Capitol St, NE,Ste 600Washington, DC
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Phone: 800-669-7400
| Category: | Target Date 2016-2020 | | Fund Family: | Vantagepoint Funds | | Net Assets: | 197.80M | | Year-to-Date Return: | -0.42% | | Yield: | 1.66% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-2004 |
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Wayne A. J. Wicker
Lead Manager since
30-Jan-2005 | | | Wicker, chief investment officer and senior vice president, joined the team
and VIA in 2004. Prior to joining VIA, he was managing director and senior portfolio manager at Cadence Capital Management LLC in Boston, Massachusetts. Wicker joined Cadence Capital Management LLC in 1997. |
| 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 offer a high total return consistent with the funds current asset allocation.
The fund is geared toward investors planning to retire in or around the year 2020. It allocates 72% of total assets to equity funds and 28% to fixed income funds. Over time the funds allocation to equity funds will decrease and the funds allocation to fixed income funds will increase. By June 30 of the year 2030, its asset allocation will be approximately 25% in equity Funds, 55% in fixed income Funds and 20% in the multi-strategy Fund. |
| Last Dividend
(31-Dec-09):
| 0.16 | | Last Cap Gain
(31-Dec-09):
| 0.08 | | Annual Holdings Turnover
(18-Mar-10):
| 12.00% | | Average for Category:
| 38.28% |
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| Expense | VPROX | Category
Avg | | Total Expense Ratio: | 0.15%
| 0.67% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.31% | | Max Deferred Sales Load: | %
| 2.26% | | 3 Yr Expense Projection*: |
$ 307 | $76 | | 5 Yr Expense Projection*: |
$ 533 | $114 | | 10 Yr Expense Projection*: |
$ 1,182 | $228 |
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0.35% Nasdaq 
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