3 / 5 Stars
3 3 4 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#10 in Target Date 2011-2015
U.S. News evaluated 41 Target Date 2011-2015 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 9.59 percent over the past year, 7.54 percent over the past three years, and 4.32 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.3%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||4.3%|
|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 using an asset allocation strategy designed for investors who retired in or around the year 2015 and would like to make gradual withdrawals from the fund. The current asset mix is approximately 53% equity, 30% fixed income, and 17% multi-strategy.
Fees are Low compared to funds in the same category.
Vantagepoint Milestone 2015 Fund has an expense ratio of 0.13 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.