Box 17010, Baltimore, Maryland 21297-1010. 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. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; Vantagepoint Broad Mkt Idx R5 9.14% All rights reserved. Mid-cap blend: Invests in U.S. stocks of various sizes and styles, including growth and value. Stock quotes by finanzen.net. 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. Large Blend. Broad View. To buy index funds, click on any of the 10 low cost, no load S&P 500 index funds below to find additional information about them. 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. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Vantagepoint Broad Market Index I. VPMIX. Domiciled Country. Performance charts for Vantagepoint Overseas Equity Index Fund (VPOIX) including intraday, historical and comparison charts, technical analysis and trend lines. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Mid/Small Company Index Fund Under normal circumstances, at least 90% of this Fund’s net assets are invested in stocks included in the Index. The review for VantagePoint has not been completed yet, but it was tested by an editor here on a PC and a list of features has been compiled; see below.. 0.22. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Share Class. American Funds Fundamental Inv 6. Analyze VantagePoint is anchored in a statistical perspective on information. Holdings are selected using a sampling technique. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Our work is rooted in the application of artificial intelligence technologies to intermarket analysis of today’s globally interconnected financial markets, utilizing a powerful, mathematical tool known as neural networks. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). The stocks are then weighted to seek the investment characteristics and performance of the Index. 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. VPS staff are more than employees – they are owners. United States. VANTAGEPOINT BROAD MARKET INDEX FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. 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. This Fund seeks to offer long-term capital growth by approximating the performance of the Russell 3000® Index. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. If you would like to submit a review of this software download, we welcome your input and encourage you to submit us … 16.1. 14.07. VTSMX. 15.82. I would also look at one managed fund, the T Rowe Price Small Cap Value fund. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Vanguard Total Stock Mkt Idx Inv. Find the latest Vantagepoint Funds Broad Market (VPBMX) stock quote, history, news and other vital information to help you with your stock trading and investing. 15.69. The Vantagepoint 500 Index Fund is one of the lower cost S&P 500 Index Funds you can buy. A research tool for real estate professionals. 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. Discover VantagePoint RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Holdings are selected using a sampling technique. Inception Date. Fund Name Fund Code Fund Ticker ProspectusNet Expense Ratio + Equity US Fund Large Growth ClearBridge Large Cap Growth I BJOA SBLYX 0.6 S&P 500 Index Fidelity® 500 Index EVMA FXAIX 0.015 US Fund Large Value JPMorgan Equity Income R5 EAIA OIERX 0.49 Total Stock Market Index Vanguard Total Stock Mkt Idx Adm CUQA VTSAX 0.04 The Russell 3000® Index includes, and measures the performance of, the largest 3,000 U.S. publicly traded companies based on market capitalization, representing a substantial portion of the investable U.S. equity market. Shares Outstanding. No Load. VT Vantagepoint Broad Mkt Idx: Net Expense Ratio for 457 and 401 Plans are 0.22%; for RHS Plan it is 0.42% VT Vantagepoint Md/Sm Co Idx: Net Expense Ratio for 457 and 401 Plans are 0.22%; for RHS Plan it is 0.42% VT Vantagepoint Overseas Eq Idx: Net Expense Ratio for 457 and 401 Plans are 0.32%; for RHS Plan it is 0.52% 3 Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. ... Vanguard Total Stock Mkt Idx Inv. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. Vantagepoint Broad Mkt Idx R1 7050. Sep 30, 2020, As of 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. a. As of ICMA-RC does not independently verify Morningstar data. Find the latest Vantagepoint Broad Market Index (VQMIX) stock quote, history, news and other vital information to help you with your stock trading and investing. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. VantagePoint EMI can provide trending context by using information from FactoryTalk Historian as well as third-party historians. This Fund seeks to track the investment and performance characteristics of the Russell 3000® Index. 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. This Fund seeks to track the investment and performance characteristics of the Russell 3000® Index. Due to rounding, percentages shown may not add up to 100%. Large Blend. 16.1. VANTAGEPOINT BROAD MARKET INDEX FUND CLASS R5- Performance charts including intraday, historical charts and prices and keydata. We work for large clients and small, and this footprint gives us the broader perspective to know what your company needs now and in the future. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. 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. 30, 2020, as shown, is unmanaged, and personal circumstances in 44 states international. 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