1Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. Past performance is no guarantee of future results. Vantagepoint Funds ... managing and trading domestic and international active fixed income portfolios with a focus on the Active Core and Core Plus … 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. © 2020 GlobeNewswire, Inc. All Rights Reserved. Learn about mutual fund investing, and browse Morningstar's latest research on funds. An investment in a Milestone Fund includes the risk of loss, including near, at or after the target date of the Fund. Sign up today for your free Reader Account. The bar chart shows performance of the Fund’s Class I Shares. Performance charts for Vantagepoint Money Market Fund (VAMXX - Type MMF) including intraday, historical and comparison charts, technical analysis and trend lines. 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. 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. Vantagepoint PLUS Fund Selected as Stable Value Option. “Although the bonds that underlie these investments may fluctuate in value, investors are insulated from immediate potential for capital losses due to rising rates. 1 Performance shown is for the VT III Vantagepoint PLUS Fund in which the Milestone Funds invest. Please note that past performance is not necessarily a guide to future performance. Vantage Point Asset Management Pte Ltd is a Singapore-based alternative asset management company established by Nick Ferres and Paul Thomas. VantagePoint’s … “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. Investing involves risk, including possible loss of the amount invested. 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. The Fund … 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. And, as rates rise gradually, the income that stable value funds generate are also expected to increase. 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. 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 … You can change your choices at any time by visiting Your Privacy Controls. 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. VIML does not accept any liability for any errors, omissions, incorrect information or negligent acts, of whatsoever nature and howsoever arising. 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. This prior performance … Our work is rooted in the application of … Current balances in the Vantagepoint Plus Fund … Find out more about how we use your information in our Privacy Policy and Cookie Policy. 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. The yield from a stable value fund, or crediting rate, fluctuates with changes in interest rates. 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. 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. 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 PLUS Fund’s investment objective is to seek to offer a competitive level of income consistent with providing capital preservation and meeting liquidity needs. The bar chart shows performance of the Fund’s Investor Shares (the Fund’s outstanding shares were renamed “Investor Shares” on March 1, 2013). 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. For more information, visit www.icmarc.org or follow ICMA-RC on Facebook, LinkedIn, and Twitter. 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. ... Past performance is no guarantee of … 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. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Current performance … To view the specific investments available in your plan, including fee-adjusted performance data, log into your account online or contact … 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). 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) … The funds gradually shift to a more conservative asset allocation as the designated retirement date approaches. In addition, as a stable value fund, the PLUS Fund seeks to provide investors with some protection in a rising-rate market. ... Past performance is no guarantee of future results. ICMA-RC receives asset-based fees from such underlying funds in addition to the asset-based fees it receives from the Vantagepoint Funds. ICMA-RC introduces the Vantagepoint PLUS Fund, an industry leading stable value fund. ICMA-RC … 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. objectives, risk profile, holdings, and long-term performance potential. Investors should carefully consider the information contained in the Funds’ offering and disclosure documents before investing. The following table displays all of the mutual funds in our database offered by … The issue selected each month is that having a maturity date closest to, but not beyond, 90 days from the rebalance date. Certain Vantagepoint Funds invest in other funds managed and administered by ICMA-RC. Supplement dated January 28, 2011 to the Prospectus and Statement of Additional Information dated May 1, 2010, as previously … The VT III Vantagepoint PLUS Fund is a master fund that is not available for direct investment. Vantagepoint PLUS Fund return is annualized for all periods. Vantagepoint PLUS Fund Information This information is provided for ICMA-RC client use only. Washington, District of Columbia, UNITED STATES. 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. ICMA-RC introduces the Vantagepoint Model Portfolio funds. Fund Family Name. Summary Fund Holdings (Unaudited) October 31, 2020 The industry-wide use of CITs in defined contribution plans is growing significantly, reaching $1.58 trillion … Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. ICMA-RC’s mission is to help public sector employees build retirement security. Please see ICMA-RC’s Form ADV, available at www.adviserinfo.sec.gov, for more information. The performance … 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) … The PLUS Fund will generally follow interest rate trends but on a lagged basis. 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. 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% From agile diagnostics to agile insights, agile coaching and agile training, VantagePoint … 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 …