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. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Vantagepoint Milestone 2035 Fund is an open-end fund incorporated in the USA. It is our commitment to you and your business to make sure that you can take full advantage of your product and get the most out of your investment. Morningstar is a registered trademark of Morningstar, Inc. b. Milestone Retirement Income Fund. Milestone 2035 Fund. A milestone is a marker in a project that signifies a change or stage in development. 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. This site is intended solely for the use of retirement plan professionals, including retirement plan advisers and consultants, and plan record keepers and plan sponsors in the Defined Contribution Investment Only (DCIO) market. There is no guarantee that the Fund will achieve its investment objective. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Identifying milestones and preparing a good project milestones report are the most successful techniques to prevent schedule over-runs. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Milestone 2020 Fund. The Fund uses an asset allocation strategy designed for investors who expect to begin making withdrawals from their investment, typically at or after retirement (assumed to occur at age 62), in or around the year stated in the Fund's name. After all, our well-trained, highly motivated employees form the basis for all our managed services. ... senior vice president and chief investment officer of ICMA-RC. 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. A fund's portfolio may differ from the securities held in an index. Milestone offers users three flexible ways to view surveillance: XProtect ® Smart Client, XProtect ® Web Client and XProtect Mobile. Today in this post, I would like to share with you a simple 3 steps process to create a milestone chart in Excel. Highly Engaged Employees. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Find the latest Vantagepoint Milestone 2035 Fun (VPRLX) stock quote, history, news and other vital information to help you with your stock trading and investing. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. Due to rounding, percentages shown may not add up to 100%. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. 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. 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. Milestone 2015 Fund. The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. a. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. It is expected that when a Milestone Fund reaches its landing point it will merge with the Milestone Retirement Income Fund.The asset allocation changes that occur over time as depicted in the accompanying Glide Path are referred to as neutral targets because they do not reflect decisions that may be made by VIA to overweight or underweight a particular asset class based on market or operational factors. Movement in your project, helping ensure you stay on track can lose money investing in the Fund you carefully! Combination of equity, fixed income securities only and will sum to the equity exposure of the invests. With ICMA-RC flexible ways to access your Milestone surveillance products not a complete suite of operational maintenance and services... Portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its category... 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