Vantagepoint Milestone Retirement Income
777 North Capitol St, NE Ste 600 Washington, DC
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Phone: 800-669-7400
| Category: | Retirement Income | | Fund Family: | Vantagepoint Funds | | Net Assets: | 61.93M | | Year-to-Date Return: | 14.02% | | Yield: | 2.87% | | 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 current income and opportunities for capital growth that have limited risk. The fund maintains a consistent asset allocation of approximately 30% in equity funds and 60% in fixed income funds. |
| Last Dividend
(23-Dec-08):
| 0.29 | | Last Cap Gain
(23-Dec-08):
| 0.29 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 45.93% |
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| Expense | VPRRX | Category
Avg | | Total Expense Ratio: | 1.01%
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.07% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 323 | $918 | | 5 Yr Expense Projection*: |
$ 560 | $1,225 | | 10 Yr Expense Projection*: |
$ 1,241 | $2,369 |
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