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 Dow Down 0.42% Nasdaq Down 0.05%

Vantagepoint Milestone 2040 Inv M (VPRKX)

14.18 Down 0.03(0.21%) Jul 29
Prev Close:14.21
YTD Return*:5.78%
Net Assets*:335.60M
Yield*:1.39%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for VPRKX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Vantagepoint Equity Income T22.42N/A
Vantagepoint International T16.96N/A
Vantagepoint Diversifying Strategies T15.00N/A
Vantagepoint Growth & Income T12.43N/A
Vantagepoint Growth T12.39N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:335.6M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.28%

Performance & Risk

YTD Return:5.78%
5y Avg Return:16.08%
Rank in Category (ytd):37
% Rank in Category (ytd):15.88%
Beta (3y):1.55
Morningstar Risk Rating:4

Fund Summary

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. View More
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