| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#105 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 28.99 percent over the past year, 15.28 percent over the past three years, and 6.50 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.0% |
| 1 Year | 29.0% |
| 3 Years (Annualized) | 15.3% |
| 5 Years (Annualized) | 6.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to long-term capital growth. The fund invests, under normal circumstances, primarily in a combination of common stocks of U.S. small-capitalization companies, Russell 2000 Index futures contracts, and U.S. and foreign fixed income securities. Its subadvisers select stocks that they believe have above-average potential for growth and that generally have market capitalizations that fall within the range of companies in the Russell 2000® Index.
Fees
Fees are High compared to funds in the same category.
Vantagepoint Discovery Fund has an expense ratio of 0.97 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
