2 / 5 Stars
2 2 5 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#18 in Retirement Income
U.S. News evaluated 60 Retirement Income 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 5.51 percent over the past year, 4.83 percent over the past three years, and 9.07 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||N/A|
The investment seeks to offer current income and opportunities for capital growth that have limited risk. The fund invests in a combination of other Vantagepoint Funds and one or more third party exchange-traded funds ("ETFs") to seek to obtain exposure to approximately 55% fixed income investments, 25% equity investments, and 20% investments in asset classes and strategies that have historically exhibited a low correlation to traditional fixed income and equity investments (through the "multi-strategy" fund).
Fees are Average compared to funds in the same category.
Vantagepoint Milestone Retirement Income Fund has an expense ratio of 0.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.