4 / 5 Stars
5 5 1 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Target Date 2036-2040
U.S. News evaluated 45 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 15.13 percent over the past year, 10.16 percent over the past three years, and 4.46 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.7%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||4.5%|
|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 2040 and would like to make gradual withdrawals from the fund. The current asset mix is approximately 94% equity, 5% fixed income, and 1% multi-strategy.
Fees are 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.