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. Vantagepoint 500 Stock Index Fund Class R3, Registration on or use of this site constitutes acceptance of our, BlackRock S&P 500 Index V.I. Address Vantagepoint Funds 777 North Capital Street NE Suite 600 Washington, DC 20002-4240 Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected … It follows an indexed or passively managed approach to investing. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. NASDAQ. Long-term capital growth by approximating the performance of the S&P 500 Index. 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. 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. The performance shown has been annualized for periods greater than one year. Morningstar is a registered trademark of Morningstar, Inc. c. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Indexing Risk—The Fund employs an index or passively managed strategy that is designed to approximate the investment characteristics and performance of a specified index. ICMA-RC does not independently verify Morningstar data. ... S&P 500 -0.35%-13.07. The stocks are weighted to seek to track the investment characteristics and performance of the Index. The fund’s principal investment strategies are “to seek to invest, under normal […] Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Find the latest Vantagepoint 500 Stock Index Fd (VQFIX) stock quote, history, news and other vital information to help you with your stock trading and investing. This Fund seeks to offer long-term capital growth by approximating the performance of the S&P 500® Index. ... S&P500 Stocks… This Fund follows an indexing investment approach designed to track the performance of the MSCI Europe Australasia Far East (EAFE) Index (Net). Unlike an actively managed strategy, an index … Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. The fund invests normally at least 90% of its net assets in stocks included in the S&P 500 Index, weighted to seek to replicate the investment characteristics of the S&P 500 Index and performance that correlates with that of the index. From an enhanced free experience to professional stock picking - we have a great plan for you. Fund Class III Shares, Principal LargeCap S&P 500 Index Fund Class J. The Fund seeks long-term capital growth by approximating the performance of the S&P 500 Index. The Fund invests in dividend-paying common stocks of well-established companies with a general focus on large-capitalization companies. The Fund invests … ... S&P 500. The stocks are weighted to seek to track the investment characteristics and performance of the Index. The Fund’s principal investment risks include: Stock Market Risk, Indexing Risk, Large Investor Risk. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. A fund's portfolio may differ from the securities held in an index. a. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 3,709.41. 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. 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. View mutual fund news, mutual fund market and mutual fund interest rates. 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. ... S&P500 Stocks… The stocks are weighted to seek to track the investment characteristics and performance of the Index. QCSTIX | A complete CREF Stock Account R3 mutual fund overview by MarketWatch. 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. View mutual fund news, mutual fund market and mutual fund interest rates. QCSTIX | A complete CREF Stock Account R3 mutual fund overview by MarketWatch. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. QCGRIX | A complete CREF Growth Account R3 mutual fund overview by MarketWatch. The S&P 500 Index consists of 500 companies representing larger capitalization stocks traded in the U.S. b. VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. AZL® S&P 500 Index Fund Class 1: 14.26: Vantagepoint Broad Market Index Fund Class R3: 14.27: Principal LargeCap S&P 500 Index Fund R-3 Class: 14.28: EQ/500 Managed Volatility Portfolio Class … Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. VANTAGEPOINT PLUS FUND CLASS R3- Performance charts including intraday, historical charts and prices and keydata. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Disclaimer | 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. Made In NYC | Nov 30, 2020, Senior Vice President and Chief Investment Officer. VANTAGEPOINT 500 STOCK INDEX FUND CLASS R3- Performance charts including … NASDAQ 100-0.11%-13.88. Principal Investment Strategies This Fund seeks to track the investment and performance characteristics of the Russell 3000® 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. There is no guarantee that the Fund will achieve its investment objective. 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. 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. Stock quotes by finanzen.net. This means the Fund holds less stocks than are contained in the Index. This Fund follows an indexing investment approach designed to track the performance of the S&P 500® Index. Sep 30, 2020, As of 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. This Fund follows an indexing investment approach designed to track the performance of the S&P 500® Index. The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. 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. Investment Adviser: Vantagepoint Investment Advisers. 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