Vantagepoint 500 Stock Index Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 2 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

#149 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.27 percent over the past year, 14.20 percent over the past three years, 20.70 percent over the past five years, and 6.98 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 21.3%
3 Years (Annualized) 14.2%
5 Years (Annualized) 20.7%
10 Years (Annualized) 7.0%

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Summary

The investment seeks to offer long-term capital growth by approximating the performance of the S&P 500 Index. The fund invests normally at least 90% of its net assets in stocks included in the S&P 500 Index, weighted to seek to replicate the investment characteristics of the S&P 500 Index and performance that correlates with that of the index. It follows an indexed or "passively managed" approach to investing. This means that securities are selected for investment to try to approximate the investment characteristics and performance of the index.

Fees

Fees are Average compared to funds in the same category.
Vantagepoint 500 Stock Index Fund has an expense ratio of 0.41 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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