4 / 5 Stars
3 2 4 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#8 in Target Date 2000-2010
U.S. News evaluated 38 Target Date 2000-2010 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 8.62 percent over the past year, 7.00 percent over the past three years, and 4.54 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.4%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||N/A|
The investment seeks to offer a high total return consistent with the fund's current asset allocation. The fund invests in a combination of other Vantagepoint Funds designed for investors who retired in or around the year 2010. It invests in a combination of equity investments, fixed income investments, and investments in asset classes and strategies that have historically exhibited a low correlation to traditional fixed income and equity investments that the adviser believes to be appropriate. By June 30 of the year 2020, its net assets will be invested approximately 25% in equity funds, 55% in fixed income funds, and 20% in the multi-strategy fund.
Fees are Low compared to funds in the same category.
Vantagepoint Milestone 2010 Fund has an expense ratio of 0.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.