Vantagepoint Milestone 2010 Inv M
Vantagepoint Funds777 North Capitol St, NE,Ste 600Washington, DC
Map
Phone: 800-669-7400
| Category: | Target Date 2000-2010 | | Fund Family: | Vantagepoint Funds | | Net Assets: | 237.46M | | Year-to-Date Return: | 2.54% | | Yield: | 1.81% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 2, 2005 |
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Wayne J. Wicker
Lead Manager since Jan 29, 2005 | | | Mr. Wicker, Chief Investment Officer and Senior Vice President, joined VIA in 2004. Prior to joining VIA, he was the Managing Director and Senior Portfolio Manager at Cadence Capital Management LLC in Boston, Massachusetts. He joined Cadence Capital Management LLC in 1997. He earned a B.A. from the University of Washington, a M.B.A. from Michigan State University, and holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to offer a high total return consistent with the fund's current asset allocation.
The fund invests in a combination of other Vantagepoint Funds designed for investors who retired in or around the year 2010. It invests in a combination of equity investments, fixed income investments, and investments in asset classes and strategies that have historically exhibited a low correlation to traditional fixed income and equity investments that the adviser believes to be appropriate. By June 30 of the year 2020, its net assets will be invested approximately 25% in equity funds, 55% in fixed income funds, and 20% in the multi-strategy fund. |
| Last Dividend
(Dec 30, 2012)
:
| 0.20 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 8, 2013)
:
| 11.00% | | Average for Category: | 27.72% |
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| Expense | VPRQX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.14% | 0.53% | | Prospectus Net Expense Ratio: | 0.91% | N/A | | Prospectus Gross Expense Ratio: | 0.91% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.03% | | Max Deferred Sales Load:
| N/A | 2.24% | | 3 Yr Expense Projection*: | 291 | 507 | | 5 Yr Expense Projection*: | 506 | 845 | | 10 Yr Expense Projection*: | 1,123 | 1,751 |
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0.03(0.26%) May 17