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Vantagepoint Milestone 2040 Inv M (VPRKX)

13.56 Up 0.03(0.22%) Apr 17
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Prev Close:13.53
YTD Return*:1.19%
Net Assets*:310.26M
Yield*:1.45%

* As of 31-Mar-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 T26.40N/A
Vantagepoint Mid/Small Company Index T19.40N/A
Vantagepoint International T15.32N/A
Vantagepoint Growth & Income T15.31N/A
Vantagepoint Growth T12.18N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:310.26M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.28%

Performance & Risk

YTD Return:1.19%
5y Avg Return:18.87%
Rank in Category (ytd):73
% Rank in Category (ytd):30.8%
Beta (3y):1.54
Morningstar Risk Rating:3

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. 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
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