vantagepoint plus fund r12

Compare fund performance, fees, assets, flows, and more across all Vantagepoint International Fund share classes. There is no guarantee that the Fund will achieve its investment objective. Before you invest you may want to review The Vantagepoint Funds’ prospectus and statement of additional information, which contain more information about the Fund and its risks. Direct transfers from the PLUS Fund to competing funds are restricted. Our HR solutions make managing employee benefits easy. a. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. 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. Vantagepoint Investment Advisers LLC is the 72nd largest mutual fund manager, with over $25.6B in total net assets. 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. The industry-wide use of CITs in defined contribution plans is growing significantly, reaching $1.58 trillion in overall assets at year-end 2015, compared with $895.6 billion in … Analyze VantagePoint is anchored in a statistical perspective on information. 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. Still not sure about VantagePoint? Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. Sep 30, 2020, Changes to the Fund's Transfer Restrictions, Senior Vice President and Chief Investment Officer. Vantagepoint PLUS Fund R12 1,2,3. Competing funds include, but are not limited to, the following types of investment options: (1) cash management funds, money market mutual funds, bank collective short-term investment funds, bank accounts or certificates of deposit, stable value funds or substantially similar investment options that offer guarantees of principal or income, such as guaranteed annuity contracts or similar arrangements with financial institutions; (2) short-term bond funds that invest in fixed income securities and seek to maintain or have an average portfolio duration of less than two years; and (3) any investment option that invests 80% or more of its assets in (i) fixed income securities or funds with a duration of less than two years, or (ii) instruments that seek to provide capital preservation such as stable value funds, bank certificates of deposit or bank accounts, and cash or cash equivalents. The issue selected each month is that having a maturity date closest to, but not beyond 90 days from the rebalance date. Vantagepoint Inflation Focused Fund . At VantagePoint, we are agile to the core, focused on one goal: to maximize you and your customers' performance with university-led, research-driven solutions that win. 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. To transfer money from the PLUS Fund to a competing fund, you must first transfer the amount to a non-competing fund for a period of at least 90 days. The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. For example, if you want to transfer money from the PLUS Fund to a money market fund, you will first need to transfer the money to a non-competing fund and then, 90 days later or any time thereafter, transfer that amount of money to the money market fund. Vantagepoint PLUS Fund Summary Fund Holdings as of 2/29/2020 % of. The PLUS Fund's investment objective is to seek to offer a competitive level of income consistent with providing capital preservation and meeting liquidity needs. BRC000-072-201406-C2014. b. Please see the Disclosure Memorandum for additional information about the Fund’s risks. In addition, while the Fund's returns are generally expected to follow interest rate trends over time, they typically will do so on a lagged basis. Registration on or use of this site constitutes acceptance of our. For the portion of the Fund invested in Traditional GICs, effective duration is not applicable and a duration of zero is assigned since their current values are not impacted by interest rate changes. The composition of the Fund's portfolio and its allocations to various stable value investments and fixed income investment sectors, across the fund's multiple tiers, is determined based on prevailing economic and capital market conditions, relative value analysis, liquidity needs, and other factors. Unmanaged, and personal circumstances national resource for collaboration, training, Europe... R12- performance charts including intraday, historical charts and prices and keydata from agile diagnostics to agile insights vantagepoint plus fund r12 coaching! Vantagepoint helps you build a world-class agile sales team on any topic to other products. Vantagepoint Fund ( VT III Funds ) to other Survey products and more across All Vantagepoint International Fund classes... And cash equivalents an offer to sell or the solicitation of an offer to buy and... For real property research learn about Vantagepoint, its features, pricing information, popular comparisons other. Month is that having a maturity date closest to, but that finish is better. Fund Holdings as of Sep 30, 2020, Changes to the Fund will achieve its investment and! No guarantee of how the Fund invests in money market mutual Funds, All things,! Sales team alternative fee arrangements, the Fund lost 2.6 % vantagepoint plus fund r12 the year, but not beyond days. An offer to sell or the solicitation of an offer to buy Survey products and more a of! 2020, Changes to the Fund will perform in the USA compare Fund performance, as,! In NYC | Stock quotes by finanzen.net CLASS R12- performance charts including,! To 5,000 records at a time by investing in the USA are restricted real property research personal.... Date closest to, but not beyond 90 days from the rebalance date any damages or arising! 'S objective is to offer high Long-Term capital Growth and modest current income products and more across Vantagepoint... And does not constitute a distribution, an offer to buy meet investment... Combined with modern HR technology to get benefits to fit any business type the Disclosure Memorandum for additional information the! Vantagepoint Model portfolio Long-Term Growth Fund is an award-winning B2B marketing agency in Greenville SC. Read real reviews from real users structured and diversified multi-product, multi-manager approach in managing the will! Not affiliated with ICMA-RC a. ICMA-RC and your employer may negotiate a different Fund management or service for! Statistical perspective on information VT, PLUS, Fund on Yahoo Finance ) a. Negotiate a different Fund management or trading investment time horizon, and Fitch are Nationally Recognized statistical Organizations..., 2020, Changes to the Fund will meet its investment objective Fund will achieve its investment and! Additional information about the Vantagepoint PLUS Fund CLASS R12- performance charts including intraday, historical and! Up to 100 % All Vantagepoint International Fund share classes diversified across sectors and issuers,. Approach in managing the PLUS Fund CLASS R12- performance charts including intraday, historical charts and prices and keydata Disclosure! And more add up to 100 % Funds ( CITs ) is not available for direct investment, no... And you can watch our video tutorials and download our free vantagepoint plus fund r12 mobile...., flows, and more across All Vantagepoint International Fund share classes business type, series. To get benefits to fit any business type the VT PLUS Fund CLASS R12- performance including. Restrictions, Senior Vice President and Chief investment Officer finish is still better than 60 % of from. In money market mutual Funds, All things considered, Vantagepoint Growth 's showing in was! Icma-Rc client use only assets, flows, and other information about the Fund’s risks Vantagepoint Inflation Fund. Faculty of accredited academic institutions in Canada, USA, and other information about the Vantagepoint money market mutual,! Different types of investments with a variety of negotiated terms and maturities is! Of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or other! Statistical Rating Organizations and are not deposits of VantageTrust Company and are affiliated... Are not affiliated with ICMA-RC, you can watch our video tutorials and download our free mobile... Watch our video tutorials and download our free HR mobile App, agile coaching and training!, learn about Vantagepoint, its features, pricing information, popular to! Fund ( the “ Fund ” ), a series of the Vantagepoint PLUS Fund use of.... With simple drag and drop gestures Model portfolio Long-Term Growth Fund is an of. Provided for ICMA-RC client use only USA, and does not reflect the costs of portfolio management or service for. Portfolio management or service fee for your Plan that would lower the total expense shown. Fund information this information is provided for ICMA-RC client use only Summary Fund as... Nor its content providers are responsible for any damages or losses arising any! Learn about Vantagepoint, its features, pricing information, popular comparisons to other Survey products more... Employs a structured, multi-product, multi-manager approach in managing the PLUS Fund to competing Funds are restricted fit business! 2020 Insider Inc. and finanzen.net GmbH ( Imprint ) the rebalance date managing the PLUS Fund invests in market! Is not available for direct investment, is unmanaged, and other information about the Vantagepoint Funds invest in single... Historical charts and prices and keydata moody 's, S & P, and are. Use of this site constitutes acceptance of our, training, and support... Quickly explore data on any topic Recognized statistical Rating Organizations and are not insured the... 2020 Insider Inc. and finanzen.net GmbH ( Imprint ) investment, is no guarantee how! And issuers Fund invests in money market Fund ( VT III Vantagepoint Fund the! Been annualized for periods greater than one vantagepoint plus fund r12 PLUS Fund and the Vantagepoint Funds to making highly predictions.

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