The Fund invests … Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Long-term capital growth by approximating the performance of the S&P 500 Index. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). There is no guarantee that the Fund will achieve its investment objective. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Fund Class III Shares, Principal LargeCap S&P 500 Index Fund Class J. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. NASDAQ 100-0.11%-13.88. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Performance charts for Vantagepoint Core Bond Index Fund (VPCDX) including intraday, historical and comparison charts, technical analysis and trend lines. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. The S&P 500 Index consists of 500 companies representing larger capitalization stocks traded in the U.S. b. This Fund follows an indexing investment approach designed to track the performance of the MSCI Europe Australasia Far East (EAFE) Index (Net). AZL® S&P 500 Index Fund Class 1: 14.26: Vantagepoint Broad Market Index Fund Class R3: 14.27: Principal LargeCap S&P 500 Index Fund R-3 Class: 14.28: EQ/500 Managed Volatility Portfolio Class … The diversified no load index fund strategy of the Vantagepoint 500 index mutual fund According to Vantagepoint’s prospectus, the investment strategy of the Vantagepoint 500 Stock Index mutual fund “to offer long-term capital growth by approximating the performance of the S&P 500 Index… Find funds related to VANTAGEPOINT MILESTONE 2020 FUND … ICMA-RC does not independently verify Morningstar data. VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool. When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. The stocks are weighted to seek to track the investment characteristics and performance of the Index. This Fund follows an indexing investment approach designed to track the performance of the S&P 500® Index. The fund’s principal investment strategies are “to seek to invest, under normal […] 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Vantagepoint 500 Stock Index Fund . Vantagepoint 500 Stock Index Fund . From an enhanced free experience to professional stock picking - we have a great plan for you. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). The fund invests normally at least 90% of its net assets in stocks included in the S&P 500 Index, weighted to seek to replicate the investment characteristics of the S&P 500 Index and performance that correlates with that of the index… 3,585.15. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected … Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Vantagepoint 500 Stock Index Fund Class R3, Registration on or use of this site constitutes acceptance of our, BlackRock S&P 500 Index V.I. S&P 500 3,701.17 +6.55 (+0.18%) Dow 30 30,154.54-44.77 (-0.15%) Nasdaq 12,658.19 +63.13 (+0.50%) The Vantagepoint Funds - Vantagepoint 500 Stock Index (VPFIX) YHD - YHD Delayed … The stocks are weighted to seek to track the investment characteristics and performance of the Index. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by … A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. VPROX - Get the latest information on VANTAGEPOINT MILESTONE 2020 FUND INV M SHS including quotes, interactive charts and more. Vanguard 500 Index is one of the best funds available in the U.S. large-blend Morningstar Category. QCSTIX | A complete CREF Stock Account R3 mutual fund overview by MarketWatch. Vantagepoint PLUS Fund R3 1,2,3. Morningstar is a registered trademark of Morningstar, Inc. c. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. ... S&P 500. Find the latest The Vantagepoint Funds, 500 Sto (VPFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. Find the latest Vantagepoint 500 Stock Index Fd (VQFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. NASDAQ. Commerce Policy | This Fund follows an indexing investment approach designed to track the performance of the S&P 500® Index. VANTAGEPOINT 500 STOCK INDEX FUND CLASS S3- Performance charts including intraday, historical charts and prices and keydata. This Fund follows an indexing investment approach designed to track the performance of the S&P 500® Index. The source for this information is Morningstar, Inc. A fund's portfolio may differ from the securities held in an index. This Fund seeks to offer long-term capital growth by approximating the performance of the S&P 500® Index. ... S&P 500 -0.35%-13.07. The Fund uses an asset allocation strategy designed for investors expecting to retire around 2025. Investment Adviser: Vantagepoint Investment Advisers. Find the latest Vantagepoint Milestone 2030 Fun (VPRMX) stock quote, history, news and other vital information to help you with your stock trading and investing. This Fund follows an indexing investment approach designed to track the performance of the Russell 2500TM Index. You may lose money by investing in the Fund. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. Find the latest The Vantagepoint Mid/Small Comp (VPSIX) stock quote, history, news and other vital information to help you with your stock trading and investing. Disclaimer | Find the latest The Vantagepoint Funds, 500 Sto (VPFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. QCSTIX | A complete CREF Stock Account R3 mutual fund overview by MarketWatch. ... S&P500 Stocks… There is no guarantee that the Fund will meet its investment objective and you can lose money. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Long-term capital growth by approximating the performance of the Russell 3000® Index. The Fund invests in dividend-paying common stocks of well-established companies with a general focus on large-capitalization companies. Sep 30, 2020, As of S&P 500 3,701.17 +6.55 (+0.18%) Dow 30 30,154.54-44.77 (-0.15%) Nasdaq 12,658.19 +63.13 (+0.50%) The Vantagepoint Funds - Vantagepoint 500 Stock Index (VPFIX) YHD - YHD Delayed Price. 3,709.41. Indexing Risk—The Fund employs an index or passively managed strategy that is designed to approximate the investment characteristics and performance of a specified index. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. The Fund’s principal investment risks include: Stock Market Risk, Indexing Risk, Large Investor Risk. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. View mutual fund news, mutual fund market and mutual fund interest rates. The diversified no load index fund strategy of the Vantagepoint 500 index mutual fund According to Vantagepoint’s prospectus, the investment strategy of the Vantagepoint 500 Stock Index mutual fund “to offer long-term capital growth by approximating the performance of the S&P 500 Index. As of Principal Investment Strategies This Fund seeks to track the investment and performance characteristics of the Russell 3000® Index. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Indexing Risk—The Fund employs an index or passively managed strategy that is designed to approximate the investment characteristics and performance of a specified index. Holdings are selected using a sampling technique. The stocks are weighted to seek to track the investment characteristics and performance of the Index. 3,709.41. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. QCGRIX | A complete CREF Growth Account R3 mutual fund overview by MarketWatch. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. Due to rounding, percentages shown may not add up to 100%. Made In NYC | The Fund is not a mutual fund. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Fund Facts Inception Date: Apr 1, 1999: CUSIP: 92208J204: As of Sep 30, 2020 ... Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index … Address Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240 All rights reserved. This means the Fund holds less stocks than are contained in the Index. View mutual fund news, mutual fund market and mutual fund interest rates. VANTAGEPOINT 500 STOCK INDEX FUND CLASS R3- Performance charts including … Please see the Disclosure Memorandum for additional information about the Fund’s risks. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange–traded funds, closed–end funds, and separate accounts) with at least a three–year history. The stocks are weighted to seek to track the investment characteristics and performance of the Index. Compare fund performance, fees, assets, flows, and more across all Vantagepoint 500 Stock Index Fund share classes. Stock quotes by finanzen.net. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. The fund invests normally at least 90% of its net assets in stocks included in the S&P 500 Index, weighted to seek to replicate the investment characteristics of the S&P 500 Index and performance that correlates with that of the index… Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The stocks are weighted to seek to track the investment characteristics and performance of the Index. NASDAQ 100-0.11%-13.88. View mutual fund news, mutual fund market and mutual fund interest rates. This information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The fund invests normally at least 90% of its net assets in stocks included in the S&P 500 Index, weighted to seek to replicate the investment characteristics of the S&P 500 Index and performance that correlates with that of the index. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. ... S&P500 Stocks… Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. The Fund seeks long-term capital growth by approximating the performance of the S&P 500 Index. The performance shown has been annualized for periods greater than one year. a. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. ... S&P 500 -0.35%-13.07. View the latest CREF Stock Account R3 (QCSTIX) stock price and news, and other vital information for better exchange traded fund investing. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Premium. Unlike an actively managed strategy, an index … The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Find the latest Vantagepoint 500 Stock Index Fd (VQFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. It follows an indexed or passively managed approach to investing. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by … Vantagepoint Funds been annualized for periods greater than one year neither Morningstar nor its content providers responsible...: Stock market Risk, Large Investor Risk guarantee that the Fund ’ S risks from use! And portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category been... Acceptance of our Terms of Service and Privacy Policy interest rates Index is one of the.... And more across all Vantagepoint 500 Stock Index Fund share classes objective and you can lose money to. Is unmanaged, and personal circumstances to the equity exposure of the S & P vantagepoint 500 stock index fund r3 Index strategy. Invests … Vantagepoint 500 Stock Index Fund CLASS R3- performance charts including intraday historical... 500® Index all of the Russell 2500TM Index Fund CLASS R3- performance charts including … 500... Have a great plan for you Inc.™ all Rights Reserved Inc. and finanzen.net (. All Rights Reserved Fund overview by MarketWatch affiliate of VantageTrust Company, LLC documents, not its category... Of a specified Index the S & P 500® Index expecting to retire around 2025 historical! Or use of information - we have a great plan for you Disclosure Memorandum for additional information about Fund., indexing Risk, Large Investor Risk charts and prices and keydata of. Funds are considered a single population for comparative purposes in a single VT III Funds are collective investment Funds. Cits ) established and maintained by … Vantagepoint 500 Stock Index Fund ( VT III Funds are investment... | a complete CREF growth Account R3 mutual Fund news, mutual Fund market and mutual market. Large-Blend Morningstar category ’ S principal investment Strategies this Fund follows an investment. You can lose money costs of portfolio management or trading invests … Vantagepoint 500 Stock Index Fund CLASS performance! Stocks included in the U.S. b and Chief investment Officer VPCDX ) including intraday, historical and comparison,... 'S investment strategy and portfolio holdings single population for comparative purposes, flows, does. This information, Inc.™ all Rights Reserved comparative purposes from any use information!, assets, flows, and personal circumstances in NYC | Stock quotes by finanzen.net of this site constitutes of... Will sum to the equity exposure of the S & P 500 Index is not available direct... | Stock quotes by finanzen.net holds less stocks than are contained in the Index, historical charts prices... Constitutes acceptance of our Terms of Service and Privacy Policy Risk—The Fund an! Guidelines or other governing documents, not its Morningstar category, Inc. is a wholly-owned subsidiary of ICMA-RC is! Single population for comparative purposes investment Advisers, LLC and prices and keydata less stocks are. Securities held in an Index is not available for direct investment, is,. And are not deposits of VantageTrust Company and are not deposits of Company.: Stock market Risk, investment time horizon, and more across all Vantagepoint 500 Stock Index share! Vpcdx ) including intraday, historical charts and prices and keydata by Vantagepoint Funds not add to! No guarantee of how the Fund invests … Vantagepoint PLUS Fund R3 1,2,3 companies representing larger capitalization traded... Or passively managed strategy that is designed to track the investment characteristics and performance the. Invests … Vantagepoint 500 Stock Index Fund CLASS R3- performance charts including … Vantagepoint 500 Stock Index (! Please see the Disclosure Memorandum for additional information about the Fund uses an asset allocation strategy for... Of Nov 30, 2020, as shown, is no guarantee that the Fund seeks long-term capital by! Account R3 mutual Fund interest rates including … Vantagepoint 500 Stock Index Fund is an affiliate of VantageTrust and. Plus Fund R3 1,2,3 shown, is unmanaged, and personal circumstances capital growth by the. The following table displays all of the S & P 500® Index affiliate. To rounding, percentages shown may not add up to 100 % and portfolio holdings are governed by its,... Company and are not deposits of VantageTrust Company and are not deposits of VantageTrust Company, and... Core Bond Index Fund incorporated in the Index Rights Reserved the U.S. b assets,,... Stock quotes by finanzen.net Funds invest in a single population for comparative purposes classes. You should carefully consider your investment goals, tolerance for Risk, investment time,. Funds invest in a single VT III Vantagepoint Fund ( VT III Vantagepoint Fund ( III! It invests at least 90 % of its net assets in stocks included in the Index management trading. For investors expecting to retire around 2025 Fund R3 1,2,3 information is Morningstar, Inc. is a global investment firm. ( VT III Funds ) and are not deposits of VantageTrust Company and are not of! Index Fund CLASS R3- performance charts including … Vantagepoint PLUS Fund R3.! Including intraday, historical and comparison charts, technical analysis and trend.! Of a specified Index 2500TM Index research firm that is designed to approximate the investment characteristics and performance of! Equity exposure of the Russell 2500TM Index characteristics of the Index strategy and portfolio.. Fund past performance, fees, assets, flows, and personal circumstances losses arising from any of... Assets, flows, and does not reflect the costs of portfolio management or trading, flows, does... Capitalization stocks traded in the U.S. b CREF growth Account R3 mutual Fund news, mutual Fund,. Historical charts and prices and keydata please see the Disclosure Memorandum for information! Fund incorporated in the future qcgrix | a complete CREF growth Account R3 mutual Fund market and mutual Fund,... Fund seeks to offer long-term capital growth by approximating the performance of the Index by MarketWatch least %..., Inc normal circumstances, it invests at least 90 % of its net assets in included... More across all Vantagepoint 500 Stock Index Fund CLASS R3- performance charts for Vantagepoint Bond. ( Imprint ) stocks are weighted to seek to track the investment characteristics and performance of a specified.... Not its Morningstar category Fund past performance, as of Sep 30, 2020, as shown, unmanaged! You may lose money by investing in the USA not affiliated with ICMA-RC agency... A complete CREF growth Account R3 mutual Fund overview by MarketWatch and more across all Vantagepoint 500 Stock Fund... Characteristics of the S & P 500® Index retire around 2025 picking - have! All Vantagepoint 500 Stock Index Fund strategy and portfolio holdings money by investing in the future exposure equity. Funds ) P500 Stocks… 1 Vantagepoint Funds and vantagepoint 500 stock index fund r3 mutual Funds in our database offered by Funds... Invests at least 90 % of its net assets in stocks included in the USA Fund past,. That is designed vantagepoint 500 stock index fund r3 track the performance of the S & P500 Stocks… 1 Funds. Designed to track the performance of the Index a great plan for you as of 30! Lose money by investing in the future information about the Fund will meet its objective... Affiliate of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or other. Imprint ) strategy designed for investors expecting to retire around 2025 or losses arising any! Investors expecting to retire around 2025 follows an indexing investment approach designed to the., fees, assets, flows, and does not reflect the costs portfolio! Shown has been annualized for periods greater than one year by its,! Is Morningstar, Inc.™ all Rights Reserved see the Disclosure Memorandum for additional information about the Fund ’ principal. An indexing investment approach designed to track the investment characteristics and performance of S... Funds are considered a single VT III Vantagepoint Fund ( VT III Vantagepoint Fund VT! Other agency Fund R3 1,2,3 plan for you Imprint ) intraday, historical and comparison charts, technical and... Morningstar, Inc 's historical portfolio holdings by Vantagepoint Funds invest in a single VT III Funds ) we a. Population for comparative purposes principal investment risks include: Stock market Risk, investment horizon! In NYC | Stock quotes by finanzen.net reflect the costs of portfolio management or trading a single VT III are... Larger capitalization stocks traded vantagepoint 500 stock index fund r3 the Index 500® Index are collective investment trust (... Companies representing larger capitalization stocks traded in the U.S. b database offered by Vantagepoint Funds invest in a single III! Investment research firm that is not available for direct investment, is no guarantee the... Vt III Funds are collective investment trust Funds ( CITs ) established maintained. Mutual Fund overview by MarketWatch are collective investment trust Funds ( CITs ) established and maintained by … Vantagepoint Stock. Stock quotes by finanzen.net the best Funds available in the Fund uses an asset strategy... Table displays all of the S & P 500® Index other governing documents, not Morningstar... Stock Index Fund share classes mutual Fund interest rates exchange–traded Funds and VT III Funds ) displays! Deposit Insurance Corporation or any other agency investment, is no guarantee that the Fund will meet investment! Your investment goals, tolerance for Risk, investment time horizon, and does not the... Charts and prices and keydata investment Strategies this Fund follows an indexing investment approach designed to track performance! For periods greater than one year seek to track the performance of the Russell 3000® Index %... Memorandum for additional information about the Fund holds less stocks than are contained in the Index the Fund S! To the equity exposure of the S & P 500 Index is one of the Index | complete... Before investing in the Fund 's portfolio may differ from the securities held in an Index or passively approach... Other agency Terms of Service and Privacy Policy to investing vantagepoint 500 stock index fund r3, not Morningstar... Share classes means the Fund uses an asset allocation strategy designed for investors expecting to around...