3 / 5 Stars
4 5 2 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#40 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.60 percent over the past year, 9.15 percent over the past three years, 15.02 percent over the past five years, and 6.21 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||6.2%|
The investment seeks to offer high long-term capital growth and modest current income. The fund invests in a combination of other Vantagepoint Funds and one or more third party exchange-traded funds ("ETFs") to seek to obtain exposure to approximately 13% fixed income investments, 75% equity investments, and 12% investments in asset classes and strategies that have historically exhibited a low correlation to traditional fixed income and equity investments (through the "multi-strategy" fund).
Fees are Low compared to funds in the same category.
Vantagepoint Model Portfolio Long-Term Growth Fund has an expense ratio of 0.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.