4 / 5 Stars
4 5 3 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#22 in Mid-Cap Blend
U.S. News evaluated 145 Mid-Cap Blend 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 18.44 percent over the past year, 12.81 percent over the past three years, 7.63 percent over the past five years, and 11.32 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.7%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||7.6%|
|10 Years (Annualized)||11.3%|
The investment seeks to offer long-term capital growth by approximating the performance of the Wilshire 4500 Completion Index. The fund invests normally at least 90% of its net assets in equity issues included in the Wilshire 4500 Completion Index, selected and weighted to seek to result in investment characteristics comparable to those of that index and performance that correlates with the performance of that index. It follows an indexed or "passively managed" approach to investing.
Fees are Average compared to funds in the same category.
Vantagepoint Mid/Small Company Index Fund has an expense ratio of 0.43 percent.
Risk is Average compared to funds in the same category according to Morningstar.