The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Interest Rate Risk, Credit Risk, Mortgage-Backed Securities Risk, Convertible Securities Risk, High Yield Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. See Vanguard Core Bond Fund (VCORX) mutual fund ratings from all the top fund analysts in one place. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. Morningstar is a registered trademark of Morningstar, Inc. b. The performance shown has been annualized for periods greater than one year. Each Model Portfolio Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). A fund's portfolio may differ from the securities held in an index. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. Discover VantagePoint As time elapses, the Fund's allocation to equity and multi-strategy investments decreases and its allocation to fixed income investments increases such that the asset allocation becomes more conservative over time until it reaches a final constant asset allocation approximately ten years after the year in its name. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. The ICMA-RC Public Employee Memorial Scholarship Fund was founded to honor the lives of local and state government employees that have made the ultimate sacrifice. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The Fund seeks long-term capital growth. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. There is no guarantee that the Fund will meet its investment objective and you can lose money. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. The fund uses an asset allocation strategy designed for investors who expect to begin making withdrawals from their investment,typically at or after retirement (assumed to occur at age 62), in or around the year stated in the Fund's name. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. Investment Adviser: Vantagepoint Investment Advisers. Vantagepoint Inflation Focused Fund . Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. a. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, U.S. Government Agency Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. High total return consistent with the fund's current asset allocation. Due to rounding, percentages shown may not add up to 100%. ICMA-RC does not independently verify Morningstar data. Vantagepoint Core Bond Index Fund is an open-end fund incorporated in the USA. The Fund's objective is offer moderate capital growth and reasonable current income. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. High total return consistent with the fund's current asset allocation. Find the latest Vantagepoint Core Bond Index Fd (VQCIX) stock quote, history, news and other vital information to help you with your stock trading and investing. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. The average is calculated and funds are assigned to a category by Morningstar. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Each VT Fund, except the VT PLUS Fund (or “PLUS Fund”) and the VT Retirement IncomeAdvantage Fund, invests substantially all of its assets in the single underlying fund identified below — either one of the VT III Vantagepoint Funds (which are collective funds sponsored and managed by ICMA-RC) or a third-party mutual fund. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. 1995. Vantagepoint’s PLUS Fund has been selected as the stable value option for the Teachers’ Retirement System of the State of Illinois. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. The source for this information is Morningstar, Inc. Search Now. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. Due to rounding, percentages shown may not add up to 100%. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. Find funds related to VANTAGEPOINT MILESTONE 2020 FUND INV M SHS by Mutual Fund sector and Mutual Fund family. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). Shown may not add up to 5,000 records at a time or after the date in the.... 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