Vantagepoint Milestone 2040 Inv M (VPRKX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for VPRKX at this time.
|Symbol||% Assets||YTD Return %|
|Vantagepoint Equity Income T||26.40||N/A|
|Vantagepoint Mid/Small Company Index T||19.40||N/A|
|Vantagepoint International T||15.32||N/A|
|Vantagepoint Growth & Income T||15.31||N/A|
|Vantagepoint Growth T||12.18||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2036-2040|
|Annual Report Expense Ratio (net):||0.28%|
Performance & Risk
|5y Avg Return:||18.87%|
|Rank in Category (ytd):||73|
|% Rank in Category (ytd):||30.8%|
|Morningstar Risk Rating:||3|
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 and one or more third party exchange-traded funds ("ETFs") using an asset allocation strategy designed for investors who expect to begin making gradual withdrawals from the fund, typically at or after retirement (assumed to occur at age 60), in or around the year 2040. The fund's net assets will be invested approximately 25% in equity funds, 55% in fixed income funds, and 20% in the multi-strategy fund. View More