4 / 5 Stars
5 5 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 in Target Date 2036-2040
U.S. News evaluated 51 Target Date 2036-2040 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 16.91 percent over the past year, 10.59 percent over the past three years, and 17.43 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||17.4%|
|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 2040. 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 are Below Average compared to funds in the same category.
Vantagepoint Milestone 2040 Fund has an expense ratio of 0.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.