Vantagepoint Milestone 2025 Fund

U.S. News evaluated 49 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.

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Performance

The fund has returned 16.60 percent over the past year, 8.95 percent over the past three years, and 16.67 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 16.6%
3 Years (Annualized) 8.9%
5 Years (Annualized) 16.7%
10 Years (Annualized) N/A

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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 2025. The fund's net assets will be invested approximately 25% in equity funds, 55% in fixed income funds, and 20% in the multi-strategy fund.