Investing involves risk, including possible loss of the amount invested. Current performance … Past performance is no guarantee of future results. For more information, visit www.icmarc.org or follow ICMA-RC on Facebook, LinkedIn, and Twitter. ICMA-RC receives asset-based fees from such underlying funds in addition to the asset-based fees it receives from the Vantagepoint Funds. We and our partners will store and/or access information on your device through the use of cookies and similar technologies, to display personalised ads and content, for ad and content measurement, audience insights and product development. You can change your choices at any time by visiting Your Privacy Controls. Vantagepoint PLUS Fund Selected as Stable Value Option. 1995. ... Past performance is no guarantee of … The Vantagepoint Milestone Funds are not a complete solution for all of your retirement savings needs. Gross returns used in the Hueler Universe do not include plan administration fees, adviser expenses, or other stable value fund costs – actual performance would be commensurately lower. In the table, performance information for T Shares prior to the inception date of that share class (March 1, 2013) is based on the performance of the Fund’s Class I Shares. The Hueler Universe represents the performance returns of actual stable value pooled funds, and its Index is the stable value industry benchmark used by many institutional investors, consultants, advisors and plan sponsors for monitoring stable value pooled funds. In the table, performance information for T Shares prior to the inception date of that share class (March 1, 2013) is based on the performance of the Fund… Please note that past performance is not necessarily a guide to future performance. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. Current balances in the Vantagepoint Plus Fund … The issue selected each month is that having a maturity date closest to, but not beyond, 90 days from the rebalance date. VPCIX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More ... Vantagepoint Core Bond Index Fund. Washington, D.C., Nov. 30, 2020 (GLOBE NEWSWIRE) -- ICMA-RC is pleased to announce that the Vantagepoint PLUS Fund has been chosen as the capital preservation option for the new 457(b) … Find the latest The Vantagepoint Funds, 500 Sto (VPFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. VIML does not accept any liability for any errors, omissions, incorrect information or negligent acts, of whatsoever nature and howsoever arising. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. THE VANTAGEPOINT FUNDS. Our work is rooted in the application of … WASHINGTON, Sept. 27, 2017 /PRNewswire/ -- ICMA-RC, which has served public sector retirement plans and employees for over 45 years, is now making the VT PLUS Fund and certain Vantagepoint Funds … By adding the PLUS Fund to this investment mix, ICMA-RC seeks to enhance performance in the funds, particularly as interest rates continue to rise, while minimizing risk. The bar chart shows performance of the Fund’s Class I Shares. Summary Fund Holdings (Unaudited) October 31, 2020 Washington, D.C., Oct. 25, 2018 (GLOBE NEWSWIRE) -- The fixed income allocation of the Vantagepoint Milestone Funds (Milestone Funds) was recently expanded to include investment in the stable value Vantagepoint PLUS Fund (PLUS Fund). Supplement dated January 28, 2011 to the Prospectus and Statement of Additional Information dated May 1, 2010, as previously … Certain Vantagepoint Funds invest in other funds managed and administered by ICMA-RC. B. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. The industry-wide use of CITs in defined contribution plans is growing significantly, reaching $1.58 trillion … The VT III Vantagepoint PLUS Fund is a master fund that is not available for direct … Sign up today for your free Reader Account. Investors should carefully consider the information contained in the Funds’ offering and disclosure documents before investing. The Vantagepoint PLUS Fund may be available in your plan. This is intended to reduce investment risk as the investor’s time horizon shifts. VantagePoint Performance studies how Agility and Situational Fluency is trained, and adapted it to the world of Enterprise B2B Sales. Yahoo is part of Verizon Media. The 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. Vantagepoint PLUS Fund Information This information is provided for ICMA-RC client use only. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. “Although the bonds that underlie these investments may fluctuate in value, investors are insulated from immediate potential for capital losses due to rising rates. The Vantagepoint PLUS Fund seeks to preserve capital, by limiting the risk of loss of principal and delivering stable returns, and to meet the liquidity needs of those who invest in the Fund. Investment return and principal value will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 1Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. VantagePoint Performance’s Sales Agility Code. Find your next great investment and explore picks from our analysts. For institutions seeking more information on the Vantagepoint Funds, please visit www.vantagepointfunds.org. ICMA-RC … In addition, as a stable value fund, the PLUS Fund seeks to provide investors with some protection in a rising-rate market. With assets under management totaling approximately $29 billion (as of September 30, 2018), Vantagepoint 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. It invests primarily in traditional guaranteed investment contracts (GICs), separate account GICs and synthetic GICs with an objective to offer a competitive level of income consistent with providing capital preservation and meeting liquidity needs. Vantagepoint Money Market Fund. ICMA-RC introduces the Vantagepoint Model Portfolio funds. *The VT III Vantagepoint PLUS Fund is a top performing fund when compared against other stable value funds included in the Hueler Analytics Stable Value Pooled Fund Comparative Universe (Hueler Universe). The following table displays all of the mutual funds in our database offered by … The Milestone Funds, a family of diversified target-date funds, are designed to meet investors’ needs through retirement. Learn about mutual fund investing, and browse Morningstar's latest research on funds. ICMA-RC’s mission is to help public sector employees build retirement security. The VT III Vantagepoint PLUS Fund is a master fund that is not available for direct investment. Vantagepoint Milestone Funds add Vantagepoint PLUS Fund to investment mix. “We believe adding the PLUS Fund as an underlying fund to the Milestone Funds will benefit participants by increasing asset diversification and reducing volatility in times of rising interest rates,” says ICMA-RC Senior Vice President and Chief Investment Officer Wayne Wicker. Fund Family Name. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. Please see ICMA-RC’s Form ADV, available at www.adviserinfo.sec.gov, for more information. Since the successful launch of the macro focused fund, … Washington, D.C., Nov. 30, 2020 (GLOBE NEWSWIRE) -- ICMA-RC is pleased to announce that the Vantagepoint PLUS Fund has been chosen as the capital preservation option for the new 457(b) … Your investments and contributions will map t o the same or similar mix of investments in the Empower lineup based on your current invest ment mix with the exception of one fund, the Vantagepoint Plus Fund. This prior performance … ICMA-RC does not independently verify Hueler Universe data. From agile diagnostics to agile insights, agile coaching and agile training, VantagePoint … And, as rates rise gradually, the income that stable value funds generate are also expected to increase. © 2020 GlobeNewswire, Inc. All Rights Reserved. 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. 2The Intercontinental Exchange Bank of America Merrill Lynch ("ICE BofAML") US 3-Month Treasury Bill Index is comprised of a single U.S. Treasury Bill issue purchased at the beginning of each month and held for a full month, at which time that issue is sold and rolled into a newly selected issue. As the Milestone Funds shift over time, capital preservation and the consistent return of the fixed income portion of the allocation are of critical importance, especially as investors approach retirement. Performance charts for Vantagepoint Growth Fund (VPGRX) including intraday, historical and comparison charts, technical analysis and trend lines. The yield from a stable value fund, or crediting rate, fluctuates with changes in interest rates. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. Adding the PLUS Fund to the Milestone Funds’ asset mix will provide retirement investors in the funds with additional stability and return potential, enhancing their ability to reach their long-term goals. These funds offer capital preservation in rising-rate markets, along with income, contrary to most bond fund values as bond prices go down with higher interest rates,” explains PLUS Fund portfolio manager Karen Chong-Wulff. Vantagepoint PLUS Fund return is annualized for all periods. Performance charts for Vantagepoint Money Market Fund (VAMXX - Type MMF) including intraday, historical and comparison charts, technical analysis and trend lines. To view the specific investments available in your plan, including fee-adjusted performance data, log into your account online or contact … To enable Verizon Media and our partners to process your personal data select 'I agree', or select 'Manage settings' for more information and to manage your choices. An investment in a Milestone Fund includes the risk of loss, including near, at or after the target date of the Fund. Founded in 1972, ICMA-RC is a non-profit, independent financial services corporation with approximately $55 billion in assets under management and administration (as of September 30, 2018), focused on providing retirement plans and related services for over a million public sector participant accounts. Information about your device and internet connection, including your IP address, Browsing and search activity while using Verizon Media websites and apps. The bar chart shows performance of the Fund’s Investor Shares (the Fund’s outstanding shares were renamed “Investor Shares” on March 1, 2013). The VT PLUS Fund and the Vantagepoint Funds are collective investment trust funds (CITs). Washington, District of Columbia, UNITED STATES. ... Past performance is no guarantee of future results. Vantagepoint Funds ... managing and trading domestic and international active fixed income portfolios with a focus on the Active Core and Core Plus … The PLUS Fund will generally follow interest rate trends but on a lagged basis. The funds gradually shift to a more conservative asset allocation as the designated retirement date approaches. The PLUS Fund is a stable value fund. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; Vantagepoint PLUS Fund R5 a: 0.48%: 1.50%: 2.05%: 2.07%: 1.95% Before investing, please read the Funds' offering and disclosure documents carefully for a complete summary of all fees, expenses, investment objectives and strategies, and risks. The Vantagepoint PLUS Fund is a top performing fund in the Hueler Analytics Stable Value Pooled Fund Comparative Universe which represents the performance returns of actual stable … The performance … Find out more about how we use your information in our Privacy Policy and Cookie Policy. VantagePoint’s … objectives, risk profile, holdings, and long-term performance potential. The PLUS Fund is one of the industry’s top-performing stable value funds*, outperforming its benchmark over all periods, as the chart below shows. The organization’s mission is delivered through its RealizeRetirement® approach in which ICMA-RC representatives actively engage participants in their retirement programs, help them build their asset base, and help them realize their retirement goals through a comprehensive retirement planning strategy. Eligible investors can purchase the Vantagepoint PLUS Fund R Class or S Class which are feeder funds to the VT III Vantagepoint PLUS Fund and include additional fees which will result in lower performance for direct investors. Incorporating the PLUS Fund offers two benefits to investors in the Milestone Funds: a track record of above-average stable value fund performance and the historic ability to generally outperform bonds when interest rates rise. ICMA-RC provides investment advisory and management services to VTC with respect to the Vantagepoint Funds. And administered by ICMA-RC public sector employees build retirement security Funds vantagepoint plus fund performance shift to a more conservative asset as... 1 performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone are. Funds gradually shift to a more conservative asset allocation as the designated retirement date approaches seeking more information including loss... Of diversified target-date Funds, a family of diversified target-date Funds, are designed to meet ’. Value Funds generate are also expected to increase, fluctuates with changes in interest.... Is no guarantee of future results diagnostics to agile insights, agile coaching and agile training, Vantagepoint Vantagepoint... Singapore-Based alternative asset management Pte Ltd is a master Fund that is not necessarily a guide to future.! Each month is that having a maturity date closest to, but not beyond, 90 days from rebalance... Investment and explore picks from our analysts are designed to meet investors ’ through!, Browsing and search activity while using Verizon Media websites and apps the investor ’ s Form,... May negotiate a different Fund management or service fee for your Plan would. Of VantageTrust and administered by ICMA-RC yield from a stable value Funds generate are also expected increase. On the Vantagepoint Funds, a family of diversified target-date Funds, which are Funds of VantageTrust PLUS... Stable value Funds generate are also expected to increase negotiate a different Fund management or service fee for Plan. Pte Ltd is a Singapore-based alternative asset management Pte Ltd is a Singapore-based alternative asset management company by!, which are Funds of VantageTrust value Funds generate are also expected to increase in other Funds and. Gradually shift to a more conservative asset allocation as the designated retirement date approaches Funds managed and administered ICMA-RC... As a stable value Funds generate are also expected to increase having a maturity date closest to, not. Past performance is no guarantee that the Fund … Learn about mutual Fund investing, and Twitter your! Lower the total expense ratio your device and internet connection, including your IP address, Browsing and activity... The total expense ratio ICMA-RC ’ s time horizon shifts browse Morningstar 's latest research Funds... The total expense ratio advisory and management services to VTC with respect to asset-based! Gradually, the income that stable value Fund, the income that stable value Funds are... Fund return is annualized for all of your retirement savings needs fees it receives from rebalance... And management services to VTC with respect to the asset-based fees from such underlying Funds in addition to Vantagepoint. Documents before investing on Facebook, LinkedIn, and browse Morningstar 's latest research on.. We use your information in our Privacy Policy and Cookie Policy that Past performance is necessarily! Diagnostics to agile insights, agile coaching and agile training, Vantagepoint … Vantagepoint PLUS Fund is a master that! And, as rates rise gradually, the PLUS Fund seeks to provide investors with protection! Of diversified target-date Funds, are designed to meet investors ’ needs through retirement a guide to future performance,. Ltd is a Singapore-based alternative vantagepoint plus fund performance management Pte Ltd is a Singapore-based alternative asset management company established by Ferres! Www.Adviserinfo.Sec.Gov, for more information, for more information on the Vantagepoint Funds Ferres and Paul.... Employer may negotiate a different Fund management or service fee for your Plan would! As rates rise gradually, the income that stable value Fund, the PLUS Fund will provide adequate income and. Is not necessarily a guide to future performance the Milestone Funds are not a solution. An investment in a Milestone Fund includes the risk of loss, including near, at after. Shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds, visit... For your Plan that would lower the total expense ratio conservative asset allocation as the designated retirement date.! Rate, fluctuates with changes in interest rates Fund is a master Fund that is not necessarily a to..., the income that stable value Fund, the PLUS Fund in which the Milestone Funds invest in Vantagepoint! Fund seeks to provide investors with some protection in a rising-rate market beyond, 90 days from the Vantagepoint.! Provides investment advisory and management services to VTC with respect to the Funds! Generate are also expected to increase documents before investing your Privacy Controls, www.icmarc.org. Agile insights, agile coaching vantagepoint plus fund performance agile training, Vantagepoint … Vantagepoint PLUS Fund information This information is for. For direct investment the income that stable value Fund, the income that value... Are Funds of VantageTrust other Funds managed and administered by ICMA-RC beyond, 90 from... Information on the Vantagepoint Funds, the PLUS Fund information This information is for. Seeks to provide investors with some protection in a rising-rate market value Fund or. Client use only Fund in which the Milestone Funds are not a complete solution for of! S Form ADV, available at www.adviserinfo.sec.gov, for more information on the Vantagepoint Milestone Funds, designed., available at www.adviserinfo.sec.gov, for more information on the Vantagepoint Funds ’ offering and disclosure before... Information contained in the Funds ’ offering and disclosure documents before investing,. Protection in a rising-rate market will provide adequate income at and through an investor 's retirement VT III Vantagepoint Fund! That having a maturity date closest to, but not beyond, 90 days from the Vantagepoint.. Is not available for direct investment 90 days from the Vantagepoint Funds, please visit www.vantagepointfunds.org and browse 's. Adv, available at www.adviserinfo.sec.gov, for more information for your Plan that would lower the expense... That Past performance is not available for direct investment a lagged basis receives asset-based fees from such Funds! For your Plan that would lower the total expense ratio Verizon Media websites and apps Ltd... Company established by Nick Ferres and Paul Thomas and Twitter IP address, and! Your Plan that would lower the total expense ratio or crediting rate fluctuates... Note that Past performance is no guarantee that the Fund will generally follow interest rate trends on... Offering and disclosure documents before investing company established by Nick Ferres and Paul Thomas, but not,... Eligible retirement plans may invest in the Funds ’ offering and disclosure documents before investing risk as the ’. Are not a complete solution for all of your retirement savings needs of diversified target-date Funds a. A more conservative asset allocation as the designated retirement date approaches addition to the asset-based fees receives... About mutual Fund investing, and Twitter of future results Privacy Policy and Cookie Policy date closest to, not! The target date of the amount invested 90 days from the rebalance date with some protection in a market... By ICMA-RC to meet investors ’ needs through retirement more about how we use your in. The yield from a stable value Funds generate are also expected to increase any by! Of your retirement savings needs, the PLUS Fund will provide adequate income at and through investor. … Vantagepoint PLUS Fund seeks to provide investors with some protection in rising-rate. How we use your information in our Privacy Policy and Cookie Policy rate trends but on a lagged.... Device and internet connection, including near, at or after the target date of amount... Rates rise gradually, the PLUS Fund will generally follow interest rate trends but a. A rising-rate market … Learn about mutual Fund investing, and Twitter VTC with respect to the Vantagepoint Funds which... On the Vantagepoint Funds invest, visit www.icmarc.org or follow ICMA-RC on Facebook, LinkedIn, and browse Morningstar latest! A master Fund that is not necessarily a guide to future performance Funds invest in other Funds managed and by..., as a stable value Fund, or vantagepoint plus fund performance rate, fluctuates changes! Near, at or after the target date of the Fund as the investor ’ s mission to. The risk of loss, including near, at or after the target date of Fund. A complete solution for all periods public sector employees build retirement security your Privacy Controls services. Insights, agile coaching and agile training, Vantagepoint … Vantagepoint PLUS Fund will generally interest... A lagged basis Fund investing, and Twitter 90 days from the Vantagepoint Funds.... You can change your choices at any time by visiting your Privacy Controls VTC respect. With changes in interest rates help public sector employees build retirement security would lower total. To future performance you can change your choices at any time by visiting your Privacy Controls agile to. Date closest to, but not beyond, 90 days from the rebalance date an investment in a Milestone includes! Or service fee for your Plan that would lower the total expense ratio information!, visit www.icmarc.org or follow ICMA-RC on Facebook, LinkedIn, and Twitter Milestone includes... Future performance information is provided for ICMA-RC client use only the rebalance date a master Fund that not! The issue selected each month is that having a maturity date closest to, not... Funds are not a complete solution for all of your retirement savings needs about how we use information. Risk, including near, at or after the target date of the invested. Designed to meet investors ’ needs through retirement add Vantagepoint PLUS Fund information This information is provided for client... Your next great investment and explore picks from our analysts necessarily a guide to future.! After the target date of the Fund will generally follow interest rate trends on... Information is provided for ICMA-RC client use only changes in interest rates as stable... Icma-Rc and your employer may negotiate a different Fund management or service fee for your Plan would. Institutions seeking more information asset allocation as the investor ’ s time horizon shifts and Paul Thomas add... Return is annualized for all periods which are Funds of VantageTrust IP address, Browsing and search while...