Vantagepoint Milestone 2030 Fund

Scorecard
3 / 5 Stars
Lipper
4 4 2 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#8 in Target Date 2026-2030

U.S. News evaluated 52 Target Date 2026-2030 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 15.18 percent over the past year, 9.59 percent over the past three years, and 16.49 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.2%
1 Year 15.2%
3 Years (Annualized) 9.6%
5 Years (Annualized) 16.5%
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 2030. 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.

Fees

Fees are Low compared to funds in the same category.
Vantagepoint Milestone 2030 Fund has an expense ratio of 0.27 percent.

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Risk

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

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