The industry-wide use of CITs in defined contribution plans is growing significantly, reaching $1.58 trillion … These funds offer capital preservation in rising-rate markets, along with income, contrary to most bond fund values as bond prices go down with higher interest rates,” explains PLUS Fund portfolio manager Karen Chong-Wulff. Find out more about how we use your information in our Privacy Policy and Cookie Policy. The Vantagepoint PLUS Fund is a top performing fund in the Hueler Analytics Stable Value Pooled Fund Comparative Universe which represents the performance returns of actual stable … The issue selected each month is that having a maturity date closest to, but not beyond, 90 days from the rebalance date. ... Past performance is no guarantee of … For institutions seeking more information on the Vantagepoint Funds, please visit www.vantagepointfunds.org. Adding the PLUS Fund to the Milestone Funds’ asset mix will provide retirement investors in the funds with additional stability and return potential, enhancing their ability to reach their long-term goals. The PLUS Fund’s investment objective is to seek to offer a competitive level of income consistent with providing capital preservation and meeting liquidity needs. Your investments and contributions will map t o the same or similar mix of investments in the Empower lineup based on your current invest ment mix with the exception of one fund, the Vantagepoint Plus Fund. *The VT III Vantagepoint PLUS Fund is a top performing fund when compared against other stable value funds included in the Hueler Analytics Stable Value Pooled Fund Comparative Universe (Hueler Universe). At VantagePoint, we are agile to the core, focused on one goal: to maximize you and your customers' performance with university-led, research-driven solutions that win. The VT III Vantagepoint PLUS Fund is a master fund that is not available for direct investment. WASHINGTON, Sept. 27, 2017 /PRNewswire/ -- ICMA-RC, which has served public sector retirement plans and employees for over 45 years, is now making the VT PLUS Fund and certain Vantagepoint Funds … Vantagepoint PLUS Fund return is annualized for all periods. Founded in 1972, ICMA-RC is a non-profit, independent financial services corporation with approximately $55 billion in assets under management and administration (as of September 30, 2018), focused on providing retirement plans and related services for over a million public sector participant accounts. Washington, D.C., Nov. 30, 2020 (GLOBE NEWSWIRE) -- ICMA-RC is pleased to announce that the Vantagepoint PLUS Fund has been chosen as the capital preservation option for the new 457(b) … Performance charts for Vantagepoint Money Market Fund (VAMXX - Type MMF) including intraday, historical and comparison charts, technical analysis and trend lines. The Vantagepoint Milestone Funds are not a complete solution for all of your retirement savings needs. Vantagepoint PLUS Fund Selected as Stable Value Option. objectives, risk profile, holdings, and long-term performance potential. Current balances in the Vantagepoint Plus Fund … “Although the bonds that underlie these investments may fluctuate in value, investors are insulated from immediate potential for capital losses due to rising rates. In the table, performance information for T Shares prior to the inception date of that share class (March 1, 2013) is based on the performance of the Fund’s Class I Shares. Since the successful launch of the macro focused fund, … The Fund … VIML does not accept any liability for any errors, omissions, incorrect information or negligent acts, of whatsoever nature and howsoever arising. Investment return and principal value will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. ICMA-RC provides investment advisory and management services to VTC with respect to the Vantagepoint Funds. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. To enable Verizon Media and our partners to process your personal data select 'I agree', or select 'Manage settings' for more information and to manage your choices. VPCIX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More ... Vantagepoint Core Bond Index Fund. VantagePoint Performance studies how Agility and Situational Fluency is trained, and adapted it to the world of Enterprise B2B Sales. VantagePoint’s … This is intended to reduce investment risk as the investor’s time horizon shifts. The Vantagepoint PLUS Fund seeks to preserve capital, by limiting the risk of loss of principal and delivering stable returns, and to meet the liquidity needs of those who invest in the Fund. The Hueler Universe represents the performance returns of actual stable value pooled funds, and its Index is the stable value industry benchmark used by many institutional investors, consultants, advisors and plan sponsors for monitoring stable value pooled funds. Incorporating the PLUS Fund offers two benefits to investors in the Milestone Funds: a track record of above-average stable value fund performance and the historic ability to generally outperform bonds when interest rates rise. ... Past performance is no guarantee of future results. Past performance is no guarantee of future results. To view the specific investments available in your plan, including fee-adjusted performance data, log into your account online or contact … Learn about mutual fund investing, and browse Morningstar's latest research on funds. Washington, D.C., Nov. 30, 2020 (GLOBE NEWSWIRE) -- ICMA-RC is pleased to announce that the Vantagepoint PLUS Fund has been chosen as the capital preservation option for the new 457(b) … Investing involves risk, including possible loss of the amount invested. The PLUS Fund will generally follow interest rate trends but on a lagged basis. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; Vantagepoint PLUS Fund R5 a: 0.48%: 1.50%: 2.05%: 2.07%: 1.95% The bar chart shows performance of the Fund’s Class I Shares. ICMA-RC’s mission is to help public sector employees build retirement security. The VT III Vantagepoint PLUS Fund is a master fund that is not available for direct … With assets under management totaling approximately $29 billion (as of September 30, 2018), Vantagepoint 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. This prior performance … From agile diagnostics to agile insights, agile coaching and agile training, VantagePoint … Vantagepoint Money Market Fund. The performance … And, as rates rise gradually, the income that stable value funds generate are also expected to increase. 2The Intercontinental Exchange Bank of America Merrill Lynch ("ICE BofAML") US 3-Month Treasury Bill Index is comprised of a single U.S. Treasury Bill issue purchased at the beginning of each month and held for a full month, at which time that issue is sold and rolled into a newly selected issue. The funds gradually shift to a more conservative asset allocation as the designated retirement date approaches. The Vantagepoint PLUS Fund may be available in your plan. Find your next great investment and explore picks from our analysts. Washington, D.C., Oct. 25, 2018 (GLOBE NEWSWIRE) -- The fixed income allocation of the Vantagepoint Milestone Funds (Milestone Funds) was recently expanded to include investment in the stable value Vantagepoint PLUS Fund (PLUS Fund). B. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. Our work is rooted in the application of … By adding the PLUS Fund to this investment mix, ICMA-RC seeks to enhance performance in the funds, particularly as interest rates continue to rise, while minimizing risk. © 2020 GlobeNewswire, Inc. All Rights Reserved. THE VANTAGEPOINT FUNDS. ICMA-RC does not independently verify Hueler Universe data. Vantagepoint PLUS Fund Information This information is provided for ICMA-RC client use only. Performance charts for Vantagepoint Growth Fund (VPGRX) including intraday, historical and comparison charts, technical analysis and trend lines. Vantagepoint Funds ... managing and trading domestic and international active fixed income portfolios with a focus on the Active Core and Core Plus … Supplement dated January 28, 2011 to the Prospectus and Statement of Additional Information dated May 1, 2010, as previously … The PLUS Fund is a stable value fund. Please see ICMA-RC’s Form ADV, available at www.adviserinfo.sec.gov, for more information. 1Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. The PLUS Fund is one of the industry’s top-performing stable value funds*, outperforming its benchmark over all periods, as the chart below shows. Certain Vantagepoint Funds invest in other funds managed and administered by ICMA-RC. 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. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. ICMA-RC … The yield from a stable value fund, or crediting rate, fluctuates with changes in interest rates. In the table, performance information for T Shares prior to the inception date of that share class (March 1, 2013) is based on the performance of the Fund… The VT PLUS Fund and the Vantagepoint Funds are collective investment trust funds (CITs). Please note that past performance is not necessarily a guide to future performance. Investors should carefully consider the information contained in the Funds’ offering and disclosure documents before investing. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. Summary Fund Holdings (Unaudited) October 31, 2020 Information about your device and internet connection, including your IP address, Browsing and search activity while using Verizon Media websites and apps. The following table displays all of the mutual funds in our database offered by … We and our partners will store and/or access information on your device through the use of cookies and similar technologies, to display personalised ads and content, for ad and content measurement, audience insights and product development. Current performance … As the Milestone Funds shift over time, capital preservation and the consistent return of the fixed income portion of the allocation are of critical importance, especially as investors approach retirement. Eligible investors can purchase the Vantagepoint PLUS Fund R Class or S Class which are feeder funds to the VT III Vantagepoint PLUS Fund and include additional fees which will result in lower performance for direct investors. 1995. Gross returns used in the Hueler Universe do not include plan administration fees, adviser expenses, or other stable value fund costs – actual performance would be commensurately lower. The bar chart shows performance of the Fund’s Investor Shares (the Fund’s outstanding shares were renamed “Investor Shares” on March 1, 2013). It invests primarily in traditional guaranteed investment contracts (GICs), separate account GICs and synthetic GICs with an objective to offer a competitive level of income consistent with providing capital preservation and meeting liquidity needs. ICMA-RC introduces the Vantagepoint Model Portfolio funds. The Milestone Funds, a family of diversified target-date funds, are designed to meet investors’ needs through retirement. Vantagepoint Milestone Funds add Vantagepoint PLUS Fund to investment mix. For more information, visit www.icmarc.org or follow ICMA-RC on Facebook, LinkedIn, and Twitter. Sign up today for your free Reader Account. Washington, District of Columbia, UNITED STATES. In addition, as a stable value fund, the PLUS Fund seeks to provide investors with some protection in a rising-rate market. Before investing, please read the Funds' offering and disclosure documents carefully for a complete summary of all fees, expenses, investment objectives and strategies, and risks. Fund Family Name. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. “We believe adding the PLUS Fund as an underlying fund to the Milestone Funds will benefit participants by increasing asset diversification and reducing volatility in times of rising interest rates,” says ICMA-RC Senior Vice President and Chief Investment Officer Wayne Wicker. The organization’s mission is delivered through its RealizeRetirement® approach in which ICMA-RC representatives actively engage participants in their retirement programs, help them build their asset base, and help them realize their retirement goals through a comprehensive retirement planning strategy. Yahoo is part of Verizon Media. An investment in a Milestone Fund includes the risk of loss, including near, at or after the target date of the Fund. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. VantagePoint Performance’s Sales Agility Code. ICMA-RC receives asset-based fees from such underlying funds in addition to the asset-based fees it receives from the Vantagepoint Funds. You can change your choices at any time by visiting Your Privacy Controls. About your device and internet connection, including your IP address, Browsing and activity! Facebook, LinkedIn, and browse Morningstar 's latest research on Funds Funds in addition to Vantagepoint. Funds gradually shift to a more conservative asset allocation as the investor ’ s time horizon.. Solution for all periods management company established by Nick Ferres and Paul Thomas for more information on Vantagepoint. The issue selected each month is that having a maturity date closest to, but not beyond 90. 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