3 / 5 Stars
3 4 5 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#16 in Conservative Allocation
U.S. News evaluated 190 Conservative 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 9.58 percent over the past year, 6.35 percent over the past three years, 11.28 percent over the past five years, and 5.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||6.3%|
|5 Years (Annualized)||11.3%|
|10 Years (Annualized)||5.2%|
The investment seeks to offer reasonable current income and capital preservation, with modest potential for capital growth. 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 41% fixed income investments, 40% equity investments, and 19% 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 Average compared to funds in the same category.
Vantagepoint Model Portfolio Conservative Growth Fund has an expense ratio of 0.13 percent.
Risk is Average compared to funds in the same category according to Morningstar.