Vantagepoint Milestone 2015 Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 3 4
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 45 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.

See all Vantagepoint Funds funds

See full Target Date 2011-2015 rankings

See more fund rankings

Performance

The fund has returned 13.58 percent over the past year, 8.06 percent over the past three years, and 10.59 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 13.6%
3 Years (Annualized) 8.1%
5 Years (Annualized) 10.6%
10 Years (Annualized) N/A

See more VPRPX performance

Summary

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 expect to begin making gradual withdrawals from the fund, typically at or after retirement (assumed to occur at age 60), in or around the year 2015.

Fees

Fees are Low compared to funds in the same category.
Vantagepoint Milestone 2015 Fund has an expense ratio of 0.26 percent.

See more VPRPX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more VPRPX risk

See Also:

Top Vantagepoint Funds Funds