Vantagepoint Mid/Small Company Index Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Vantagepoint Funds funds

See full Mid-Cap Blend rankings

See more fund rankings

Performance

The fund has returned 30.71 percent over the past year, 14.87 percent over the past three years, 27.56 percent over the past five years, and 9.93 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 30.7%
3 Years (Annualized) 14.9%
5 Years (Annualized) 27.6%
10 Years (Annualized) 9.9%

See more VPMSX performance

Summary

The investment seeks to offer long-term capital growth by approximating the performance of the Russell 2500™ Index. The fund invests, under normal circumstances, at least 90% of its net assets in equity securities included in the Russell 2500 Index, weighted to seek to replicate the investment characteristics of the Russell 2500 Index and performance that correlates with the performance of that index. The Russell 2500 Index is an unmanaged index that measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap, and is a subset of the Russell 3000® Index.

Fees

Fees are Low compared to funds in the same category.
Vantagepoint Mid/Small Company Index Fund has an expense ratio of 0.23 percent.

See more VPMSX fees

Risk

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

See more VPMSX risk