3 / 5 Stars
4 4 1 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#9 in Target Date 2041-2045
U.S. News evaluated 43 Target Date 2041-2045 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 15.39 percent over the past year, and 10.01 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.9%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to offer 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 2045 and would like to make gradual withdrawals from the fund. The current asset mix is approximately 95% equity and 5% fixed income.
Fees are Low compared to funds in the same category.
Vantagepoint Milestone 2045 Fund has an expense ratio of 0.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.