3 / 5 Stars
4 4 3 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 47 Target Date 2021-2025 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 17.16 percent over the past year, 9.96 percent over the past three years, and 12.97 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.0%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||13.0%|
|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 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 2025.
Fees are Average compared to funds in the same category.
Vantagepoint Milestone 2025 Fund has an expense ratio of 0.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.