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. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. As time elapses, the Fund's allocation to equity and multi-strategy investments decreases and its allocation to fixed income investments increases such that the asset allocation becomes more conservative over time until it reaches a final constant asset allocation approximately ten years after the year in its name. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. There is no guarantee that the Fund will meet its investment objective and you can lose money. 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. Milestone offers users three flexible ways to view surveillance: XProtect ® Smart Client, XProtect ® Web Client and XProtect Mobile. 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. 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 average is calculated and funds are assigned to a category by Morningstar. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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. The template provided with this article can be used to present and track milestones, and thus ensure that the project remains on track. The information contained herein: (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. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. These results from recent employee surveys show just how strong employee engagement at Milestone is. As of 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. Investment Adviser: Vantagepoint Investment Advisers. 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. VP Milestone 2040 R1 92210F448 $34,740 VP Milestone 2045 R1 92210F380 $115,499 VP Milestone 2050 R1 92210F331 $4,216 VP Milestone 2055 R1 92210J341 $93 Vantagepoint MP Cons Gr R1 92210F273 $62,212 Vantagepoint MP Trad Gr R1 92210F224 $15,059 Vantagepoint MP Lng-Trm Gr R1 92210J101 $228,155 There is no guarantee that the Fund will meet its investment objective and you can lose money. Exposure reflects fixed income securities only. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. Vantagepoint Milestone 2040 Fund is an open-end fund incorporated in the USA. The Fund is not a mutual fund. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Milestone Retirement Income Fund. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 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. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. Milestone 2010 Fund. Find and compare XProtect hardware, software and solution service partners. 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. With the ability to access video from various locations, as well as computers and mobile devices there is an XProtect client to suit all your needs. Disclaimer. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 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. Target-Date 2040 VP Milestone 2040 R1 $259,793 Target-Date 2045 VP Milestone 2045 R1 $39,962 Target-Date 2050 VP Milestone 2050 R1 $12,533 Target-Date 2055 VP Milestone 2055 R1 $15,849 Allocation--30% to 50% Equity Vantagepoint MP Cons Gr R1 $117,991 Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). 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. Vantagepoint Milestone 2035 Fund is an open-end fund incorporated in the USA. Used with permission. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Fund Name: Waiver Retirement Income : 0.09% Milestone 2010 Fund : 0.11% Milestone 2015 Fund : 0.07% Milestone 2020 Fund : 0.05% Milestone 2025 Fund Milestone Industry Average Industry Maximum/ Industry Minimum 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 Retirement Date … Regional Vice-President, Institutional Business Quebec and Eastern Canada 514.866.6287 anne.meloche@sunlife.com . After all, our well-trained, highly motivated employees form the basis for all our managed services. Milestone 2045 Fund. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. 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. It is designed as a supplement to the support offered through Milestone’s highly qualified network of resellers and system integrators Read more Due to rounding, percentages shown may not add up to 100%. Sep 30, 2020, As of Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; VP Milestone 2030 R1 5.58%: 2.36% Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. The Fund's objective is to offer high total return consistent with the Fund's current asset allocation. Milestone Care™ A complete suite of operational maintenance and support services for organizations using Milestone surveillance products. 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. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Vantagepoint Milestone 2055 Fund is an open-end fund incorporated in the USA. The source for this information is Morningstar, Inc. 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. Milestone 2020 Fund. The Fund is not a complete solution for all of your retirement savings needs. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. This is intended to reduce investment risk as investors move toward and into retirement. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Sep 30, 2020, As of 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. As time elapses, the Fund's allocation to equity and multi-strategy investments decreases and its allocation to fixed income investments increases such that the asset allocation becomes more conservative over time until it reaches a final constant asset allocation approximately ten years after the year in its name. Tasks and activities with similar investment objectives and strategies 1996-2020 ICMA retirement Corporation, Senior Vice and. Exchange–Traded funds and third party exchange traded funds ( ETFs ) arising from any use of.... Xprotect Mobile Hopes for a category by Morningstar an open-end Fund incorporated in the Fund for a category by.... 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