| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#3 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap Value 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
Performance
The fund has returned 30.02 percent over the past year, 16.72 percent over the past three years, and 8.02 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.7% |
| 1 Year | 30.0% |
| 3 Years (Annualized) | 16.7% |
| 5 Years (Annualized) | 8.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to offer long-term growth from dividend income and capital appreciation. The fund invests, under normal circumstances, primarily in common stocks of mid-capitalization U.S. companies that the fund's subadvisers believe present attractive investment opportunities at favorable prices in relation to the intrinsic worth of the issuer and may also offer the possibility for growth through the reinvestment of dividends. It generally seeks to invest in common stocks of companies with market capitalizations that fall within the range of companies in the Russell Midcap® Value Index.
Fees
Fees are Below Average compared to funds in the same category.
Vantagepoint Select Value Fund has an expense ratio of 0.99 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
