vantagepoint 500 stock index fund r3

By   december 22, 2020

It follows an indexed or passively managed approach to investing. 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. a. The stocks are weighted to seek to track the investment characteristics and performance of the Index. 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. NASDAQ 100-0.11%-13.88. 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. View mutual fund news, mutual fund market and mutual fund interest rates. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the 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. 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. Stock quotes by finanzen.net. Holdings are selected using a sampling technique. The source for this information is Morningstar, Inc. Made In NYC | The Fund invests … View mutual fund news, mutual fund market and mutual fund interest rates. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). 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. 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. 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 … 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… Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. 1 Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). The following table displays all of the mutual funds in our database offered by Vantagepoint Funds. Vantagepoint 500 Stock Index Fund is an open-end fund incorporated in the USA. Under normal circumstances, it invests at least 90% of its net assets in stocks included in the Index. Fund Class III Shares, Principal LargeCap S&P 500 Index Fund Class J. Registration on or use of this site constitutes acceptance of our Terms of Service and Privacy Policy. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by … Due to rounding, percentages shown may not add up to 100%. 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. 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