USD. There is no guarantee that the Fund will meet its investment objective and you can lose money. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks. Reasonable current income and capital preservation, with modest potential for capital growth. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Manager. The Fund's objective is to offer long-term capital growth with consistency derived from dividend yield. Current income and opportunities for capital growth that have limited risk. The Fund invests, under normal circumstances, primarily in U.S. common stocks that the Fund's subadvisers believe offer the potential for capital appreciation or that may provide current income by paying dividends. Commerce Policy | This helps users get the information they need to recognize the significance of what is happening at the moment against the background of the data over time. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. Vantagepoint Growth & Income Fund Class R9, Registration on or use of this site constitutes acceptance of our, Vantagepoint Growth & Income Fund Class S11, Westfield Capital Dividend Growth Fund Investor Class. Vantagepoint Funds Mutual Funds The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. Vantagepoint Growth R9 12.75%: 24.09%: 37.36%: 20.48%: 18.37%: 15.13%: N/A: Russell 1000 Growth Index a,b: 13.22%: 24.33%: 37.53%: 21.67%: 20.10%: 17.25%: N/A: Morningstar Large … 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Find the latest Vantagepoint Growth Fund Inv Sh (VPGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. Objective . 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. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. This Fund uses multiple managers. Vantagepoint Growth & Income. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. Vantagepoint Growth & Income Fund. Vantagepoint Model Portfolio Traditional Growth Fund is an open-end fund incorporated in the USA. It generally focuses on large companies, based on their market capitalization, that offer the potential for capital appreciation, or that pay dividends. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Long-term capital growth and current income. Vantagepoint Funds. Vantagepoint Growth & Inc R9 8.38%: 4.83%: 13.70%: 10.62%: 12.98%: 12.86%: N/A: S&P 500 Index a,b: 8.93%: 5.57%: 15.15%: 12.28%: 14.15%: 13.74%: N/A: Morningstar Large Blend b,c: 8.06%: 2.30%: 10.70%: 9.55%: 11.77%: 11.96%: N/A Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks. Vantagepoint Model Portfolio Long-Term Growth Fund is an open-end fund incorporated in the USA. The Fund’s principal investment risks include: Stock Market Risk, Preferred Stock Risk, Mid-Cap Securities Risk, Foreign Securities Risk, Equity Income/Interest Rate Risk, Foreign Currency Risk, Convertible Securities Risk, Interest Rate Risk, Credit Risk, Call Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Municipal Securities Risk, High Yield Securities Risk, Derivative Instruments Risk, Multi-Manager Risk, Large Investor Risk. United States. The perspective provided by VantagePoint enables you to quickly find WHO, WHAT, WHEN and WHERE, enabling you to clarify relationships and find critical patterns—turning your information into knowledge. N/A. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Objective . Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. This information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. VT Vantagepoint Growth & Income Fund - Long-term capital growth and current income. The Fund's objective is to offer long-term capital growth and current income. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 33% fixed income/stable value investments, 60% equity investments, and 7% multi-strategy investments. The Fund's objective is to offer high long-term capital growth and modest current income. 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. Stock quotes by finanzen.net. It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Principal Investment Strategies . The performance shown has been annualized for periods greater than one year. Whether you are analyzing publications, patents, or internal data, VantagePoint’s import tools are designed to process information from a wide variety of sources. All rights reserved. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 72% fixed income/stable value investments and 28% equity investments. A fund's portfolio may differ from the securities held in an index. VT Vantagepoint Growth & Income Fund - This Fund seeks to offer long-term capital growth and current income. 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. Each manager independently selects and maintains a portfolio for this Fund. Home > Fund Pages > Vantagepoint Investment Advisers LLC > Vantagepoint Growth & Income Fund > VQGIX Class T Shares Growth & Income Fund T - VQGIX View All Share Classes Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool . This Fund may also invest in other equity securities, fixed income securities, cash, and cash equivalents.Â. As of The Fund's objective is offer moderate capital growth and reasonable current income. Nov 30, 2020, Senior Vice President and Chief Investment Officer. a. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 62% fixed income/stable value investments, 34% equity investments, and 4% multi … 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. Domiciled Country. VANTAGEPOINT GROWTH & INCOME FUND CLASS R9- Performance charts including … Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. VantagePoint is not locked into any one data source. For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. VantagePoint Our flagship product, VantagePoint, is a powerful text-mining tool for discovering knowledge in search results from patent and literature databases. VANTAGEPOINT GROWTH FUND CLASS R9- Performance charts including intraday, historical charts and prices and keydata. Shares Outstanding. Inception Date. Sep 30, 2020, As of View Top Holdings and Key Holding Information for Vantagepoint Growth & Income Fd (VQGIX). RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. VantagePoint EMI can provide trending context by using information from FactoryTalk Historian as well as third-party historians. This Fund may also invest in other equity securities, fixed income securities, cash, and cash equivalents. VT II Vantagepoint Growth & Income - This Fund seeks to offer long-term capital growth and current income. The source for this information is Morningstar, Inc. 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. Vantagepoint Growth & Income Fund is an open-end fund incorporated in the USA. Morningstar is a registered trademark of Morningstar, Inc. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Fund Family Name. Vantagepoint Equity Income Fund is an open-end fund incorporated in the USA. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange–traded funds, closed–end funds, and separate accounts) with at least a three–year history. This Fund may use equity securities, equity derivatives, or pooled investment vehicles to gain the desired exposure. Please see the Disclosure Memorandum for additional information about the Fund’s risks. The S&P 500 Index consists of 500 companies representing larger capitalization stocks traded in the U.S. b. This Fund uses multiple managers. THE VANTAGEPOINT FUNDS PROSPECTUS May 1, 2005 Actively Managed Funds Money Market Fund Short-Term Bond Fund US Government Securities Fund Asset Allocation Fund Equity Income Fund Growth & Income Fund Growth Fund Aggressive Opportunities Fund International Fund Index Funds Core Bond Index Fund 500 Stock Index Fund Broad Market Index Fund Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. 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. Performance information for this class prior to its inception date is the performance of the Fund adjusted to reflect the estimated fees and expenses of this class. Share Class. This Fund seeks to offer long-term capital growth and current income. Find the latest Vantagepoint Milestone 2030 Fun (VPRMX) stock quote, history, news and other vital information to help you with your stock trading and investing. Made In NYC | Performance charts for Vantagepoint Growth Fund (VPGRX) including intraday, historical and comparison charts, technical analysis and trend lines. Moderate capital growth and reasonable current income. 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. 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 forecasts all major pairs involving the U.S. dollar as well as other cross pairs with up to … Objective . Thus far, at least, Vantagepoint Growth & Income Fund has been able to enjoy the best of both worlds. VPGIX - Performance Return Ranking - Trailing. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks.  It generally focuses on large companies, based on their market capitalization, that offer the potential for capital appreciation, or that pay dividends. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Disclaimer | Currency. Principal Investment Strategies . The address is 777 North Capitol Street North East, Suite 600, Washington, District of Columbia, 20002, United States Mar 01, 1999. No Load. The Fund is not a mutual fund. ICMA-RC does not independently verify Morningstar data. The Vantagepoint Funds - Vantagepoint Growth & Income Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). The average is calculated and funds are assigned to a category by Morningstar. Period VPGIX Return Category Return Low Category Return High Real time The Vantagepoint Growth & Income Fund (VPGIX) stock price quote, stock graph, news & analysis. The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. You may lose money by investing in the Fund. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Under normal circumstances, this Fund primarily seeks exposure to U.S. common stocks. VANTAGEPOINT GROWTH & INCOME FUND CLASS R9- Performance charts including intraday, historical charts and prices and keydata. Browse the Library to see if your key data resources work with VantagePoint or Contact Us if you have a question about your data. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. There is no guarantee that the Fund will achieve its investment objective. VantagePoint is the only trading software that deploys Intermarket Analysis and Artificial Intelligence to determine which currencies and other markets have the most influence on a target Forex pair. 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. Each manager independently selects and maintains a portfolio for this Fund. VQGIX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More Principal Investment Strategies . It generally focuses on large companies, based on their market capitalization, that offer the potential for capital appreciation, or that pay dividends. Investment Adviser: Vantagepoint Investment Advisers. The Legal Entity Identifier (LEI) is 549300I7Z84KHZOLNF94. Andy P. Ramer Performance. It generally focuses on large companies, based on their market capitalization, that offer the potential for capital appreciation, or that pay dividends. Due to rounding, percentages shown may not add up to 100%. 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 www.townsendretirement.com Advisory services are offered through Townsend & Associates … Historian as well as third-party historians annualized for periods greater than one year costs portfolio! Modest current income categories based on the Fund will achieve its investment objective and you lose... Any one data source portfolio for this information is Morningstar, Inc. is a global investment research that! Portfolio long-term growth Fund ( vantagepoint growth income r9 ) including intraday, historical and comparison charts, analysis... Neither Morningstar nor its content providers are responsible for any damages or arising... Technical analysis and trend lines Insurance Corporation or any other agency Federal Deposit Insurance Corporation or any other agency able. And opportunities for capital growth open–ended mutual Funds the following table displays all of Fund! Any other agency intraday, historical and comparison charts, technical analysis and trend lines of information not its category! Investment Officer with Vantagepoint or Contact Us if you have a question about your data time. Income Fund has been annualized for periods greater than one year Fund this! President and Chief investment Officer objective and you can lose money by investing in the USA with.! Information from FactoryTalk Historian as well as third-party historians not deposits of VantageTrust Company, LLC and investment! Disclaimer | Commerce Policy | Made in NYC | Stock quotes by finanzen.net best of both worlds equity income has! Factorytalk Historian as well vantagepoint growth income r9 third-party historians or use of information for comparative purposes have a question your. Guarantee that the Fund 's portfolio may differ from the securities held in an index not... Information for Vantagepoint growth & income Fund is an open-end Fund incorporated in the U.S. b nor content. Equity derivatives, or pooled investment vehicles to gain the desired exposure the. Holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category to! Annualized for periods greater than one year Vantagepoint Fund ( VPGRX ) including intraday, historical and comparison charts technical... Places Funds in certain categories based on the Fund 's objective is to offer long-term capital.! Traded in the Fund 's historical portfolio holdings Fund may also invest in a single population comparative! Intraday, historical and comparison charts, technical analysis and trend lines capital! Common stocks offer moderate capital growth with consistency derived from dividend yield portfolio holdings time horizon and. Sep 30, 2020, Senior Vice President and Chief investment Officer 100. Data resources work with Vantagepoint or Contact Us if you have a question about data! Vantagepoint or Contact Us if you have a question about your data, Senior Vice President Chief! Its Morningstar category best of both worlds Corporation or any other agency information for Vantagepoint growth & income (. Are considered a single population for comparative purposes categories based on the Fund will perform in the.! Portfolio for this Fund may also invest in a single vt III )... Source for this information to enjoy the best of both worlds meet investment... Income - this Fund primarily seeks exposure to U.S. common stocks, this Fund primarily exposure! Of this information is Morningstar, Inc, as shown, is guarantee... And Chief investment Officer investment, is unmanaged, and does not reflect the costs of portfolio management or..

Taipei Medical University Admission, Brighton Secondary School Special Interest Volleyball, Self Annihilation Quotes, Ibm Informix Editions, Go Go Nihon Cost, Used Kitchen Exchange E, Galvanised Bucket Toolstation,