3 / 5 Stars
3 3 3 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#9 in Target Date 2016-2020
U.S. News evaluated 46 Target Date 2016-2020 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 10.73 percent over the past year, 8.00 percent over the past three years, and 4.16 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.2%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||4.2%|
|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 2010 and would like to make gradual withdrawals from the fund. The current asset mix is approximately 62% equity, 23% fixed income, and 15% multi-strategy.
Fees are Low compared to funds in the same category.
Vantagepoint Milestone 2020 Fund has an expense ratio of 0.13 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.