4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#18 in Mid-Cap Blend
U.S. News evaluated 140 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 25.43 percent over the past year, 14.43 percent over the past three years, 23.44 percent over the past five years, and 9.36 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.4%|
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 are Low 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.