We offer professional advice combined with modern HR technology to get benefits to fit any business type. In addition, the Fund invests in money market mutual funds, as well as cash and cash equivalents. Search Now. The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. Key goals are to seek 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 PLUS Fund. To transfer money from the PLUS Fund to a competing fund, you must first transfer the amount to a non-competing fund for a period of at least 90 days. Disclaimer | © 2020 Insider Inc. and finanzen.net GmbH (Imprint). 5. Credit Quality is calculated by ICMA-RC and is only one factor that may be considered in assessing the risks of a fixed income portfolio, and it does not provide a complete picture of the credit risks or the dispersion of those risks within a portfolio. 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. Performance information for this class prior to its inception date is the performance of the Fund adjusted to reflect the estimated fees and expenses of this class. A fund's portfolio may differ from the securities held in an index. Sep 30, 2020, Changes to the Fund's Transfer Restrictions, Senior Vice President and Chief Investment Officer. VantagePoint: Your national resource for real property research. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Still not sure about VantagePoint? Stock quotes by finanzen.net. Morningstar is a registered trademark of Morningstar, Inc. c. The Intercontinental Exchange Bank of America ("ICE BofA") US Treasury Bill 3 Month 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. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. Compare fund performance, fees, assets, flows, and more across all Vantagepoint International Fund share classes. The Fund’s principal investment risks include: Stable Value Risk, Interest Rate Risk, Credit Risk, Issuer Risk, Liquidity Risk, Reinvestment Risk, Call Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Securities Lending Risk, Derivative Instruments Risk, Large Investor Risk.Please refer to the “Trading Restrictions” tab. A research tool for real estate professionals. 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. 2211 North Minnesota Street Mitchell, SD 57301 605-995-1777 info@vantagepnt.com Each VT Fund, except the VT PLUS Fund (or “PLUS Fund”) and the VT Retirement IncomeAdvantage Fund, invests substantially all of its assets in the single underlying fund identified below — either one of the VT III Vantagepoint Funds (which are collective funds sponsored and managed by ICMA-RC) or a third-party mutual fund. 4. Our HR solutions make managing employee benefits easy. 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. Certain VT Funds, The Fund's objective is to offer high long-term capital growth and modest current income. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. Registration on or use of this site constitutes acceptance of our. • Improved Time to Trend: Configuring Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. After considering a number of factors, including market conditions and the ongoing low interest rate environment, the Board concluded that it is in the best interest of shareholders to liquidate and terminate the Fund. That translates to more profitable opportunities, plain and simple. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 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. 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. 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. 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. The Fund generally will not track shorter-term interest rates as closely as money market mutual funds, because of its longer maturity, potential adverse market changes, and provisions in stable value contracts held by the Fund. VANTAGEPOINT PLUS FUND CLASS R12- Performance charts including intraday, historical charts and prices and keydata. 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. You may lose money by investing in the Fund. In the case of a total withdrawal, participant transfers of PLUS Fund assets to other investment options will be restricted and participants will not be able to make additional investments in the PLUS Fund during this twelve-month period. The Fund aims to offer current income. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. With the help of Capterra, learn about VantagePoint, its features, pricing information, popular comparisons to other Survey products and more. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Moody's, S&P, and Fitch are Nationally Recognized Statistical Rating Organizations and are not affiliated with ICMA-RC. VantagePoint is an award-winning B2B marketing agency in Greenville, SC. There is no guarantee that the Fund will achieve its investment objective. Report VantagePoint is designed to facilitate communication. As of VantagePoint also takes out much of the emotion from trading (because I already know where my market is headed), allowing me to sleep better at night too. It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. How VantagePoint Works Through the use of Artificial Intelligence, VantagePoint gives traders advanced notice of trend changes, allowing them to enter and exit positions at the optimal time. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. We specialize in advertising, branding, digital marketing and public relations. VantagePoint includes powerful data refinement tools. Vantagepoint PLUS Fund R12: 2.70: 2.49: Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2020. Access your data from any mobile device and create displays with simple drag and drop gestures! VantageTrust Investment Options 6 The share values of the Milestone Funds are not guaranteed at any time, including at or after each Milestone Fund’s target year, which is the year when investors expect to retire and/or begin making gradual withdrawals. The performance and total expense ratio shown do not reflect any such alternative fee arrangements. If a duration based on weighted average maturity or cash flows is assigned to the Traditional GICs, the Fund's overall October 31, 2020 duration would be 3.05. Also, you can watch our video tutorials and download our free HR mobile App. For the portion of the Fund invested in Traditional GICs, effective duration is not applicable and a duration of zero is assigned since their current values are not impacted by interest rate changes. View and compare VT,PLUS,FUND on Yahoo Finance. This bibliometric approach enables analysts to quickly explore data on any topic. Competing funds include, but are not limited to, the following types of investment options: (1) cash management funds, money market mutual funds, bank collective short-term investment funds, bank accounts or certificates of deposit, stable value funds or substantially similar investment options that offer guarantees of principal or income, such as guaranteed annuity contracts or similar arrangements with financial institutions; (2) short-term bond funds that invest in fixed income securities and seek to maintain or have an average portfolio duration of less than two years; and (3) any investment option that invests 80% or more of its assets in (i) fixed income securities or funds with a duration of less than two years, or (ii) instruments that seek to provide capital preservation such as stable value funds, bank certificates of deposit or bank accounts, and cash or cash equivalents. Anything can be right some of the time, but I have found this software program to be consistently … The issue selected each month is that having a maturity date closest to, but not beyond 90 days from the rebalance date. Direct transfers from the PLUS Fund to competing funds are restricted. 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. a. ICMA-RC and your employer may negotiate a different fund management or service fee for your Plan that would lower the total expense ratio. Stable Value Fixed Income 5 year gross return The Fund is not a mutual fund. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. Discover VantagePoint Vantagepoint PLUS Fund R12 1,2,3. 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 . The performance shown has been annualized for periods greater than one year. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. ICMA-RC calculates the average based on the Moody's, S&P, Fitch (M/S&P/F) or a combination of the three credit ratings of the underlying securities or wrap providers. Vantagepoint Inflation Focused Fund is an open-end fund incorporated in the USA. --Credit Ratingsa,b-- Market- Rate/ Effective Rate Final Issuer/Fund Book Value (BV) Fund BV Contract ID Moody cS&P Fitch to-Bookd Yielde Durationk Typef Start Date Maturity Dateg Tier 3 - Laddered Maturity Focusa Tier 3 - Traditional GICsa Jackson National Life Ins. 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. Due to rounding, percentages shown may not add up to 100%. 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. Vantagepoint PLUS Fund Summary Fund Holdings as of 2/29/2020 % of. The industry-wide use of CITs in defined contribution plans is growing significantly, reaching $1.58 trillion in overall assets at year-end 2015, compared with $895.6 billion in … The composition of the Fund's portfolio and its allocations to various stable value investments and fixed income investment sectors, across the fund's multiple tiers, is determined based on prevailing economic and capital market conditions, relative value analysis, liquidity needs, and other factors. From agile diagnostics to agile insights, agile coaching and agile training, VantagePoint helps you build a world-class agile sales team! Commerce Policy | Breaking News • Nov 05, 2020. 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. VantagePoint has an excellent reputation when it comes to making highly accurate predictions.  The Fund invests in stable value investment contracts to seek to achieve, over the long run, returns higher than those of money market funds and short-term bank rates and relatively stable returns compared to short-to-intermediate term fixed income funds. 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. Vantagepoint PLUS Fund Information This information is provided for ICMA-RC client use only. For example, if you want to transfer money from the PLUS Fund to a money market fund, you will first need to transfer the money to a non-competing fund and then, 90 days later or any time thereafter, transfer that amount of money to the money market fund. All rights reserved. b. Vantagepoint Investment Advisers, LLC employs a structured, multi-product, multi-manager approach in managing the Fund. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. BRC000-072-201406-C2014. Vantagepoint Model Portfolio Long-Term Growth Fund is an open-end fund incorporated in the USA. There is no guarantee that the Fund will meet its investment objective and you can lose money. Vantagepoint Investment Advisers, LLC employs a structured and diversified multi-product, multi-manager approach in managing the PLUS Fund. 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. 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. VantagePoint Student Edition can analyse up to 5,000 records at a time. The Fund invests primarily in a diversified and tiered portfolio of stable value investment contracts and in fixed income securities, fixed income mutual funds, and fixed income commingled trust funds ("fixed income assets") that back certain stable value investment contracts. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. The current prospectus and statement of additional information dated May 1, 2015, are incorporated by reference into this summary prospectus. Additional Information About Restrictions on PLUS Fund Public Employer Withdrawals and Transfer Restrictions: In the event an Employer initiates withdrawal of all or part of its Plan’s assets from the PLUS Fund, the payout of such assets may be deferred for a period of up to twelve months. Before you invest you may want to review The Vantagepoint Funds’ prospectus and statement of additional information, which contain more information about the Fund and its risks. Effective duration measures the interest rate sensitivity of the underlying portfolio. This Site contains information from Vantage Investment Management Limited about the investment funds it manages: the Vantage Global Investment Fund (the "Funds"). In addition, the PLUS Fund invests in money market mutual funds, as well as cash and cash equivalents. In addition, while the Fund's returns are generally expected to follow interest rate trends over time, they typically will do so on a lagged basis. Summary Fund Holdings (Unaudited) October 31, 2020 Made In NYC | 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). I know of no other software that promises 75% to 80% accuracy when it comes to predicting market movements and can actually live up to the claims and stand the test of time. The PLUS Fund invests primarily in a diversified and tiered portfolio of stable value investment contracts and in fixed income securities, fixed income mutual funds, and fixed income commingled trust funds that back certain stable value investment contracts. The Final Verdict. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. Vantagepoint Inflation Focused Fund . Vantagepoint Investment Advisers LLC is the 72nd largest mutual fund manager, with over $25.6B in total net assets. The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. The Fund’s portfolio may include different types of investments with a variety of negotiated terms and maturities and is diversified across sectors and issuers. VantagePoint provides: • Mobile Capabilities: FactoryTalk VantagePoint EMI is enabling frictionless productivity by providing out of the box web-enabled content browsing and display creation. The VT PLUS Fund and the Vantagepoint Funds are collective investment trust funds (CITs). Analyze VantagePoint is anchored in a statistical perspective on information. Check out alternatives and read real reviews from real users. liquidate and terminate the Vantagepoint Money Market Fund (the “Fund”), a series of The Vantagepoint Funds. Investment Adviser: Vantagepoint Investment Advisers. Finish is still better than 60 % of its mid-growth peers before investing in the future and equivalents! 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