3 / 5 Stars
3 3 4 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 39 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 12.04 percent over the past year, 7.28 percent over the past three years, and 9.01 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||9.0%|
|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 and one or more third party exchange-traded funds ("ETFs") using an asset allocation strategy designed for investors who retired in or around the year 2010 and would like to make gradual withdrawals from the fund. The fund invests in a combination of equity, fixed income, and multi-strategy investments that the fund's investment adviser believes to be appropriate.
Fees are Below Average compared to funds in the same category.
Vantagepoint Milestone 2010 Fund has an expense ratio of 0.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.