Vantagepoint Equity Income Fund

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

#121 in Large Value

U.S. News evaluated 330 Large Value 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 24.12 percent over the past year, 14.25 percent over the past three years, 17.98 percent over the past five years, and 7.92 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.4%
1 Year 24.1%
3 Years (Annualized) 14.2%
5 Years (Annualized) 18.0%
10 Years (Annualized) 7.9%

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Summary

The investment seeks to offer long-term capital growth with consistency derived from dividend yield. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities (common and preferred stock). The fund seeks to invest primarily in the common stocks of U.S. companies that the fund's subadvisers believe will pay dividends at above-market levels.

Fees

Fees are Low compared to funds in the same category.
Vantagepoint Equity Income Fund has an expense ratio of 0.81 percent.

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Risk

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

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See Also:

Top Vantagepoint Funds Funds

Large Value Funds

Highest Returns (10-year)

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