Vantagepoint Milestone 2010
777 North Capitol St, NE Ste 600 Washington, DC
Map
Phone: 800-669-7400
| Category: | Target Date 2000-2010 | | Fund Family: | Vantagepoint Funds | | Net Assets: | 87.23M | | Year-to-Date Return: | 14.75% | | Yield: | 2.40% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-04 |
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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 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 2010. It allocates 50% of total assets to equity funds and 50% to fixed-income funds at the inception. By June 30 of the year 2010, the fund may invest approximately 30% of total assets in equity funds, 60% in fixed income funds and 10% in multi-strategy funds. |
| Last Dividend
(23-Dec-08):
| 0.23 | | Last Cap Gain
(23-Dec-08):
| 0.29 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 52.72% |
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| Expense | VPRQX | Category
Avg | | Total Expense Ratio: | 0.98%
| 0.64% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 314 | $632 | | 5 Yr Expense Projection*: |
$ 544 | $1,064 | | 10 Yr Expense Projection*: |
$ 1,206 | $2,177 |
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0.34% Nasdaq 0.00%
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