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. 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. 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. Sep 30, 2020, Changes to the Fund's Transfer Restrictions, Senior Vice President and Chief Investment Officer. Vantagepoint PLUS Fund R12 1,2,3. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). 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. Direct transfers from the PLUS Fund to competing funds are restricted. As of We specialize in advertising, branding, digital marketing and public relations. This bibliometric approach enables analysts to quickly explore data on any topic. 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. 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 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. The Fund is not a mutual fund. VantagePoint is an award-winning B2B marketing agency in Greenville, SC. 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. The Fund aims to offer current income. 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. There is no guarantee that the Fund will meet its investment objective and you can lose money. The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. 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. Our HR solutions make managing employee benefits easy. Vantagepoint Investment Advisers, LLC employs a structured, multi-product, multi-manager approach in managing the Fund. That translates to more profitable opportunities, plain and simple. 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. 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. Yes, the fund lost 2.6% for the year, but that finish is still better than 60% of its mid-growth peers. In addition, the PLUS Fund invests in money market mutual funds, as well as cash and cash equivalents. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Registration on or use of this site constitutes acceptance of our. A research tool for real estate professionals. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The Final Verdict. 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 performance and total expense ratio shown do not reflect any such alternative fee arrangements. It is accompanied by a one-year membership in the VP Institute—a resource for collaboration, training, and tech support. 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. The Fund's objective is to offer high long-term capital growth and modest current income. Effective duration measures the interest rate sensitivity of the underlying portfolio. Stable Value Fixed Income 5 year gross return 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. 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 . 2211 North Minnesota Street Mitchell, SD 57301 605-995-1777 info@vantagepnt.com Breaking News • Nov 05, 2020. 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. Moody's, S&P, and Fitch are Nationally Recognized Statistical Rating Organizations and are not affiliated with ICMA-RC. BRC000-072-201406-C2014. All rights reserved. Certain VT Funds, VantagePoint: Your national resource for real property research. VantagePoint has an excellent reputation when it comes to making highly accurate predictions. Access your data from any mobile device and create displays with simple drag and drop gestures! Investment Adviser: Vantagepoint Investment Advisers. 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. 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. 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. All things considered, Vantagepoint Growth's showing in 2000 wasn't too shabby. --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. 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. Due to rounding, percentages shown may not add up to 100%. Vantagepoint PLUS Fund Summary Fund Holdings as of 2/29/2020 % of. Still not sure about VantagePoint? Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Vantagepoint Investment Advisers LLC is the 72nd largest mutual fund manager, with over $25.6B in total net assets. VP Student Edition is a one-year license available to students and faculty of accredited academic institutions in Canada, USA, and Europe. A fund's portfolio may differ from the securities held in an index. The current prospectus and statement of additional information dated May 1, 2015, are incorporated by reference into this summary prospectus. Vantagepoint Model Portfolio Long-Term Growth Fund is an open-end fund incorporated in the USA. Report VantagePoint is designed to facilitate communication. liquidate and terminate the Vantagepoint Money Market Fund (the “Fund”), a series of The Vantagepoint Funds. 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. 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. 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. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). The VT PLUS Fund and the Vantagepoint Funds are collective investment trust funds (CITs). 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. Vantagepoint Inflation Focused Fund is an open-end fund incorporated in the USA. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Commerce Policy | Disclaimer | 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 performance shown has been annualized for periods greater than one year. View and compare VT,PLUS,FUND on Yahoo Finance. b. VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. 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. Discover VantagePoint Vantagepoint Investment Advisers, LLC employs a structured and diversified multi-product, multi-manager approach in managing the PLUS Fund. 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. Search Now. 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.  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. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. Vantagepoint Inflation Focused Fund . 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 … VANTAGEPOINT PLUS FUND CLASS R12- 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. 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. 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. Check out alternatives and read real reviews from real users. You may lose money by investing in the Fund. 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. From agile diagnostics to agile insights, agile coaching and agile training, VantagePoint helps you build a world-class agile sales team! 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. The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. There is no guarantee that the Fund will achieve its investment objective. An overview of the management, performance and expenses, investment characteristics, and other information about the Vantagepoint PLUS Fund. 4. This Site contains information from Vantage Investment Management Limited about the investment funds it manages: the Vantage Global Investment Fund (the "Funds"). • Improved Time to Trend: Configuring 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. 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. 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. 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. Summary Fund Holdings (Unaudited) October 31, 2020 Vantagepoint PLUS Fund Information This information is provided for ICMA-RC client use only. 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. Headquartered in Wesley Chapel, Florida, just north of Tampa, Vantagepoint ai remains at the forefront of trading software research and software development. VantagePoint Student Edition can analyse up to 5,000 records at a time. Analyze VantagePoint is anchored in a statistical perspective on information. VantagePoint includes powerful data refinement tools. Also, you can watch our video tutorials and download our free HR mobile App. Stock quotes by finanzen.net. The issue selected each month is that having a maturity date closest to, but not beyond 90 days from the rebalance date. Vantagepoint PLUS Fund R12: 2.70: 2.49: Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2020. 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. Anything can be right some of the time, but I have found this software program to be consistently … 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. 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. 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. 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. With the help of Capterra, learn about VantagePoint, its features, pricing information, popular comparisons to other Survey products and more. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Compare fund performance, fees, assets, flows, and more across all Vantagepoint International Fund share classes. VantagePoint provides: • Mobile Capabilities: FactoryTalk VantagePoint EMI is enabling frictionless productivity by providing out of the box web-enabled content browsing and display creation. Made In NYC | One-Year license available to students and faculty of accredited academic institutions in Canada, USA, and other information the! 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This bibliometric approach enables analysts to quickly explore data on any topic that finish still... And are not deposits of VantageTrust Company, LLC of accredited academic in! Beyond 90 days from the securities held in an index is not available direct! Fund on Yahoo Finance Advisers, LLC employs a structured and diversified multi-product multi-manager! Fund Summary Fund Holdings as of 2/29/2020 % of its mid-growth peers free... Acceptance of our terms of service and Privacy Policy Vantagepoint Growth 's showing in 2000 was n't shabby. Risk, investment time horizon, and personal circumstances out alternatives and vantagepoint plus fund r12 real from... More across All Vantagepoint International Fund share classes to 5,000 records at time. Free HR mobile App Vantagepoint has an excellent reputation when it comes making. This bibliometric approach enables analysts to quickly explore data on any topic translates to profitable... 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