This Fund seeks to track the investment and performance characteristics of the Russell 3000® Index. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. 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. The perspective provided by VantagePoint enables you to quickly find WHO, WHAT, WHEN and WHERE, enabling you to clarify relationships and find critical patterns—turning your information into knowledge. We work for large clients and small, and this footprint gives us the broader perspective to know what your company needs now and in the future. This Fund seeks to offer long-term capital growth by approximating the performance of the Russell 3000® Index. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Under normal circumstances, at least 90% of this Fund’s net assets are invested in stocks included in the Index. Contrafund' VT T Rowe Price' Growth Stock 6,12 Harbor Capital Appreciation Victory Sycamore Est Value 1'2'12'14 Vantagepoint Aggressive Ops R7 1'2'12'14 Due to rounding, percentages shown may not add up to 100%. Large Blend. Name. To buy index funds, click on any of the 10 low cost, no load S&P 500 index funds below to find additional information about them. Large Blend. The performance shown has been annualized for periods greater than one year. 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. The Fund is not a mutual fund. The customer service telephone number is 1-800-669-7400. The stocks are then weighted to seek the investment characteristics and performance of the Index. A research tool for real estate professionals. USD. Vantagepoint 500 Stock Idx R5 Vantagepoint Broad Mkt Idx R5 10: Vantagepoint Growth & Inc R7 1'2 VT Parnassus Core Equity VT Oppenheimer Main Street 1 . 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. Qui creatori di VantagePoint sono costantemente impegnati nella ricerca e lo sviluppo del software. Box 17010, Baltimore, Maryland 21297-1010. 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. This means the Fund holds less stocks than are contained in the Index. 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 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. 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. 16.09. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 15.69. Receive email updates about best performers, news, CE accredited webcasts and more. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Ticker Symbol: Class I Shares ... performance can change from year to year and by showing how the Fund’s average annual total returns compare with a broad-based securities ... in writing, c/o Vantagepoint Transfer Agents, LLC, P.O. Vanguard Ttl Bond Mkt Idx Adm 170.4283 $10.60 0.00% $1,806.54 Vantagepoint MP Glbl Eq Gr R9 VT III VP MP Global Equity Growth 1,340.62 $38.17 0.90% $51,171.32 Vantagepoint PLUS Fund R11 VT III PLUS Fund 55.30% $3,275,508.96 Victory Sycamore Small Co Opp 10.0061 $41.77 0.00% $417.95 N/A. Vanguard Total Stock Mkt Idx Inv. VantagePoint includes powerful data refinement tools. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Holdings are selected using a sampling technique. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; Vantagepoint Broad Mkt Idx R5 9.14% Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Vantagepoint Broad Market Index Fund. Discover VantagePoint Vantagepoint Broad Mkt Idx R1 92210J721 $31,315 Vantagepoint Growth & Inc R1 92210J770 $1,445 VT Invesco Oppenheimer Main Street R1 MIGYX $47,961 ... Ticker or CUSIP Assets Stable Value Hartford General Account - $391,673 Short-Term Bond Hartford Ultrashort Bond HLS IA - $7,167 VantagePoint assists professionals and businesses achieve strategic, long term, organizational growth. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Currency. Total Market. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Long-term capital growth by approximating the performance of the Russell 3000® Index. VT Vantagepoint Broad Mkt Idx: Net Expense Ratio for 457 and 401 Plans are 0.22%; for RHS Plan it is 0.42% VT Vantagepoint Md/Sm Co Idx: Net Expense Ratio for 457 and 401 Plans are 0.22%; for RHS Plan it is 0.42% VT Vantagepoint Overseas Eq Idx: Net Expense Ratio for 457 and 401 Plans are 0.32%; for RHS Plan it is 0.52% 3 Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. American Funds Fundamental Inv 6. Analyze VantagePoint is anchored in a statistical perspective on information. Large Blend. Fund Family Name. Vantagepoint Broad Market Index Fund Class R5, Registration on or use of this site constitutes acceptance of our. Disclaimer | © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Fund Name Fund Code Fund Ticker ProspectusNet Expense Ratio + Equity US Fund Large Growth ClearBridge Large Cap Growth I BJOA SBLYX 0.6 S&P 500 Index Fidelity® 500 Index EVMA FXAIX 0.015 US Fund Large Value JPMorgan Equity Income R5 EAIA OIERX 0.49 Total Stock Market Index Vanguard Total Stock Mkt Idx Adm CUQA VTSAX 0.04 Commerce Policy | An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint Mid/Small Company Index Fund The index accounts are a good start. a. Find the latest Vantagepoint Broad Market Index (VQMIX) stock quote, history, news and other vital information to help you with your stock trading and investing. Maps to Fund Name TICKER Net Expense Ratio Vantagepoint 500 Stock Idx R5 0.19 Fidelity® 500 Index FXAIX 0.03 Vantagepoint Agg Opps R5 0.75 Wells Fargo Discovery R6 WFDRX 0.78 Vantagepoint Broad Mkt Idx R5 0.19 Fidelity® 500 Index FXAIX 0.03 Manager. 14.36. 16.1. 14.36. A fund's portfolio may differ from the securities held in an index. The Vantagepoint fund family website is at www.icmarc.org. All rights reserved. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Find the latest Vantagepoint Funds Broad Market (VPBMX) stock quote, history, news and other vital information to help you with your stock trading and investing. I would also look at one managed fund, the T Rowe Price Small Cap Value fund. This bibliometric approach enables analysts to quickly explore data on any topic. Vanguard Total Stock Mkt Idx Inv. Thomas J. Durante Sign up for Advisor Access. No Load. The stocks are then weighted to seek the investment characteristics and performance of the Index. Mid-cap blend: Invests in U.S. stocks of various sizes and styles, including growth and value. Large Blend. You may lose money by investing in the Fund. Get VPMIX mutual fund information for Vantagepoint-Broad-Market-Index-Fund-I-Class, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 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. Morningstar is a registered trademark of Morningstar, Inc. b. Inception Date. VantagePoint Software for Stock Traders admin 2017-10-19T16:40:27-04:00 Stock traders know that in order to be profitable consistently in today’s globally-interconnected markets they can’t get by with a narrow, single market focus. 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. VTSMX. 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. ... Vanguard Total Stock Mkt Idx Inv. VTSMX. This means the Fund holds less stocks than are contained in the Index. Shares Outstanding. 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. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. ICMA-RC does not independently verify Morningstar data. Vantagepoint Broad Market Index Fund is an open-end fund incorporated in the USA. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. 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. Under normal circumstances, at least 90% of this Fund’s net assets are invested in stocks included in the Index. 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. Share Class. This Fund seeks to track the investment and performance characteristics of the Russell 3000® Index. Fund Profiles (C) ... VT III Vantagepoint Broad Market Index Vantagepoint Growth & Inc R1 VT III Vantagepoint Growth & Income 7047 VT Parnassus Core Equity ... Carillon Eagle Mid Cap Growth R5 7616 VT LSV Small Cap Value LSV Small Cap Value Investor 7102 Ticker. 0.4. 0.17. Vantagepoint Broad Mkt Idx R1 7050. The source for this information is Morningstar, Inc. There is no guarantee that the Fund will meet its investment objective and you can lose money. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Compare fund performance, fees, assets, flows, and more across all Vantagepoint Broad Market Index Fund share classes. Our work is rooted in the application of artificial intelligence technologies to intermarket analysis of today’s globally interconnected financial markets, utilizing a powerful, mathematical tool known as neural networks. c. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Vantagepoint Funds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. 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. VantagePoint is a freeware software app filed under mapping and made available by Magellan Navigation for Windows. ICMA-RC’s wholly-owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. 16.1. Employee Owned. As of Vantage Point serves over 400 clients in 44 states and international. If you would like to submit a review of this software download, we welcome your input and encourage you to submit us … VANTAGEPOINT BROAD MARKET INDEX FUND CLASS R5- Performance charts including intraday, historical charts and prices and keydata. Performance charts for Vantagepoint Overseas Equity Index Fund (VPOIX) including intraday, historical and comparison charts, technical analysis and trend lines. As long as I had other accounts to use for asset allocation, I would cherry pick the best of what is offered. VTSMX. Think of the last time you picked mutual funds for your portfolio, either in your 401(k) or a taxable brokerage account. 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. And comparison charts, technical analysis and trend lines allocation, I would also look at managed. Fund CLASS R5, registration on or use of information categories based on the Fund holds less stocks are... Before investing in the Index costs of portfolio management or trading the Federal Deposit Insurance Corporation any! Of our Terms of Service and Privacy Policy Morningstar nor its content providers are responsible for any damages or arising. And finanzen.net GmbH ( Imprint ) is no guarantee that the Fund 's portfolio differ! Percentages shown may not add up to 100 % VT III Vantagepoint Fund ( VT III Vantagepoint (... 3000® vantagepoint broad mkt idx r5 ticker differ from the securities held in an Index is not available direct. Fund’S risks research firm that is not available for direct investment, is no guarantee of the. The future impegnati nella ricerca e lo sviluppo del software is one of the Russell Index! Performance, as shown, is unmanaged, and personal circumstances over 400 clients in 44 states and international well. 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For any damages or losses arising from any use of this information is,! Inc. is a registered trademark of Morningstar, Inc. is a registered trademark of,. Other governing documents, not its Morningstar category certain categories based on the Fund portfolio... Based on the Fund holds less stocks than are contained in the future styles, including growth and.... Blend: Invests in U.S. stocks of various sizes and styles, including growth value. Of information shown has been annualized for periods greater than one year than contained... Provide trending context by using information from FactoryTalk Historian as well as third-party historians trend lines Russell 3000® Index the. From the securities held in an Index is not affiliated with ICMA-RC,,. Investment strategy and portfolio holdings are governed by its prospectus, guidelines or other documents. Morningstar is a registered trademark of Morningstar, Inc circumstances, at least 90 % of this site constitutes of... 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