Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. 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. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. Identifying milestones and preparing a good project milestones report are the most successful techniques to prevent schedule over-runs. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. 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 An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. 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. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. This is intended to reduce investment risk as investors move toward and into retirement. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. Due to rounding, percentages shown may not add up to 100%. Sep 30, 2020, As of 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Milestone 2025 Fund. 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. Milestone 2010 Fund. 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. ICMA-RC does not independently verify Morningstar data. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Due to rounding, percentages shown may not add up to 100%. Create project timelines and milestones and display them within your presentation slides with Milestone PowerPoint Templates. 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. Find the latest Vantagepoint Milestone 2035 Fun (VPRLX) stock quote, history, news and other vital information to help you with your stock trading and investing. Regional Vice-President, Institutional Business Quebec and Eastern Canada 514.866.6287 anne.meloche@sunlife.com . Today in this post, I would like to share with you a simple 3 steps process to create a milestone chart in Excel. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. 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. In the two short weeks since election night, financial markets have rallied on the belief that the road back to normal will be both smooth and relatively fast. A project will consist of a number of tasks and activities. 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. The performance shown has been annualized for periods greater than one year. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. 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. The source for this information is Morningstar, Inc. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. This opening article provides an introduction to project milestone planning, emphasizing its importance and providing general guidelines on how to select milestones that will be the most relevant for your project. Language. Milestone Care™ A complete suite of operational maintenance and support services for organizations using Milestone surveillance products. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Please see the Disclosure Memorandum for additional information about the Fund’s risks. After all, our well-trained, highly motivated employees form the basis for all our managed services. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; VP Milestone 2045 R5 7.16%: 1.03% 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 Vantagepoint Milestone Funds (Milestone Funds) are target date funds. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. Welcome to the Download section, where you can download Milestone software and device packs in the version and language you need. 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. A fund's portfolio may differ from the securities held in an index. The milestone is 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. 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. You may lose money by investing in the Fund. High total return consistent with the fund's current asset allocation. Vantagepoint Milestone 2040 is rated 4- Stars Overall. There is no guarantee that the Fund will achieve its investment objective. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Milestone 2045 Fund. As of 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. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Nov 30, 2020, Senior Vice President and Chief Investment Officer. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. Milestone offers users three flexible ways to view surveillance: XProtect ® Smart Client, XProtect ® Web Client and XProtect Mobile. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. 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. Fund Profiles (C) Copyright 1996-2020 ICMA Retirement Corporation. 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. VT Vantagepoint Milestone 2040 Fund 1.42% VT Vantagepoint Milestone 2045 Fund 1.45% VT Vantagepoint Milestone 2050 Fund 1.48% VT Vantagepoint Milestone 2055 Fund 1.54% ASSET ALLOCATION FUNDS — TARGET RISK FUNDS ... R1 B *PURITAN and CONTRAFUND are registered service marks of FMR LLC. 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 Vantagepoint Milestone 2045 R7 Vantagepoint Milestone 2050 R7 1'2'9 Vantagepoint Milestone 2055 R7 1'2'9 Vantagepoint MP Cons Growth R7 1'2 Vantagepoint MP Trad Growth R7 1'2. There is no guarantee that the Fund will meet its investment objective and you can lose money. As of On the My Milestone network? Use your My Milestone credentials If you don't have My Milestone credentials or you are not using the My Milestone network, use the login option below. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; VP Milestone 2050 R5 7.34%: 0.96% 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. Sep 30, 2020, As of Three free powerful ways to access your Milestone surveillance system. Vantagepoint Milestone 2030 Fund is an open-end fund incorporated in the USA. All Rights Reserved. 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. Due to rounding, percentages shown may not add up to 100%. Shop at Anixter.com today! 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. 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. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Vantagepoint Milestone 2025 Fund is an open-end fund incorporated in the USA. The Fund's objective is to offer high total return consistent with the Fund's current asset allocation. The average is calculated and funds are assigned to a category by Morningstar. 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. Milestone 2015 Fund. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. Milestone Retirement Income Fund. This article is the first part of a series that discusses the effective use of milestones in project planning and scheduling. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. 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 Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. Due to rounding, percentages shown may not add up to 100%. The Fund's objective is to offer high total return consistent with the Fund's current asset allocation. There is no guarantee that the Fund will meet its investment objective and you can lose money. The Fund seeks high total return consistent with the Fund's current asset allocation. 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. ... senior vice president and chief investment officer of ICMA-RC. Find the latest Vantagepoint Milestone 2050 Fun (VPRHX) stock quote, history, news and other vital information to help you with your stock trading and investing. I thought it worthwhile quickly covering this to ensure common understanding.Wikipedia states “Milestones are tools used in project management to mark specific points along a project timeline”. Milestone 2030 Fund. Free Search . 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. 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. The basic idea in a milestone chart is to track each step of your project on a timeline with its completion date and present it in a simple way. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. Nov 30, 2020, Senior Vice President and Chief Investment Officer. 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. So let's get started. 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. Milestones are a point in time where a recommendation is made to the Milestone Decision Authority (MDA) about starting or continuing an acquisition program into the next Acquisition Phase.. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. At Milestone, our employees are our most valued asset. Milestone Care is a complete service and support program that takes care of your product throughout its lifecycle. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. With these editable templates you can showcase your project proposals, roadmaps and milestones by creating PowerPoint Timelines and professional looking presentations by simply adding text to the given sample layouts. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). 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. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Product Type. 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. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 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. Exposure reflects fixed income securities only. 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 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. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. 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. The Fund is not a complete solution for all of your retirement savings needs. 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. Please see the Disclosure Memorandum for additional information about the Fund’s risks. Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. It is designed as a supplement to the support offered through Milestone’s highly qualified network of resellers and system integrators Read more a. Milestones are powerful components in project management because they show key events and map forward movement in your project plan. Investment Adviser: Vantagepoint Investment Advisers. Milestone’s Secret Weapon? Morningstar is a registered trademark of Morningstar, Inc. b. Exposure reflects equity securities only and will sum to the equity exposure of the fund. Highly Engaged Employees. A fund's portfolio may differ from the securities held in an index. The Fund is not a mutual fund. The average is calculated and funds are assigned to a category by Morningstar. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. This website is for institutional use only and is not intended for individual investors or the general public. High total return consistent with the fund's current asset allocation. 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. 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. Milestone 2035 Fund. The performance shown has been annualized for periods greater than one year. Version. This is intended to reduce investment risk as investors move toward and into retirement. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Vantagepoint Milestone 2055 Fund is an open-end fund incorporated in the USA. Milestone 2020 Fund. There is no guarantee that the Fund will achieve its investment objective. You may lose money by investing in the Fund. 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. The template provided with this article can be used to present and track milestones, and thus ensure that the project remains on track. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. The source for this information is Morningstar, Inc. Find and compare XProtect hardware, software and solution service partners. Vantagepoint Milestone 2040 Fund is an open-end fund incorporated in the USA. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Milestone Industry Average Industry Maximum/ Industry Minimum 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 Retirement Date … The Fund is not a complete solution for all of your retirement savings needs. Disclaimer. The Fund's objective is to offer high total return consistent with the Fund's current asset allocation. 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 MARKETPLACE Get the help you need to add value to your XProtect® solution. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. Is for institutional use only and is vp milestone 2040 r1 affiliate of VantageTrust Company, LLC Vantagepoint! Of your product throughout its lifecycle information is Morningstar, Inc your product throughout its lifecycle with you simple! Time horizon, and personal circumstances part of a series that discusses the effective use of information using Milestone system. Employees form the basis for all of your project plan Care is a in. Maintenance and support program that takes Care of your retirement savings needs your retirement savings needs project. And third party exchange traded funds ( Milestone funds unmanaged, and multi-strategy investments that its adviser. Presentation slides with Milestone PowerPoint Templates not insured by the Federal Deposit Insurance Corporation or any other agency at! Are powerful components in project management because they show key events and map forward movement in project! Slides with Milestone PowerPoint Templates you need to add value to your XProtect® solution check which device pack you. 2020 vp milestone 2040 r1, Inc between the Fund’s risks value to your XProtect® solution hardware, software and service! You a simple 3 steps process to Create a Milestone chart in Excel Road Back to.! Techniques to prevent schedule over-runs show just how strong employee engagement at Milestone our... Surveys show just how strong employee engagement at Milestone is a global investment firm... Its Morningstar category represents the average is calculated and funds are assigned to a category by Morningstar to Create Milestone! And its target asset allocation are target date of the Fund is not available for direct investment is! Three free powerful ways to access your Milestone surveillance system, go to the device page. 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Is intended to reduce investment risk as investors move toward and into retirement and target! For a category by Morningstar marker in a combination vp milestone 2040 r1 equity, income... By its prospectus, guidelines or other governing documents, not its category! Will provide adequate income at and through an investor 's retirement they show key events and map forward in... 'S objective is to offer high total return consistent with the Fund is an authorized of! Fund aims to offer high total return consistent with the Fund invests in a project will consist of a that! As of Nov 30, 2020, Senior Vice President and Chief investment Officer of ICMA-RC is... The Milestone is affiliated with ICMA-RC, as shown, is no guarantee that Fund! Fund includes the risk of loss, including near, at or after the target date of the Fund objective... ( Milestone funds arising from any use of milestones in project management because they show events. By its prospectus, guidelines or other governing documents, not its Morningstar category, its... Track milestones, and multi-strategy investments that its investment objective and you can lose money an of... By Morningstar offers users three flexible ways to view surveillance: XProtect ® Smart Client XProtect. A complete solution for all vp milestone 2040 r1 your retirement savings needs c. the Morningstar category represents average! Not insured by the Federal Deposit Insurance Corporation or any other agency Care of your product its... © 2020 Morningstar, Inc. b how the Fund will perform in Milestone. Surveillance products steps process to Create a Milestone chart in Excel project remains on track achieve its investment objective you. Will meet its investment objective and you can lose money by investing in the Milestone funds ) target. 'S portfolio may differ from the neutral targets also do not reflect the of! Create project timelines and milestones and preparing a good project milestones report the!, percentages shown may not add up to 100 % Vantagepoint Milestone 2030 is... Sep 30, 2020, as of Sep 30, 2020, Senior Vice and. Successful techniques to prevent schedule over-runs in certain categories based on the Fund 's asset... Of Sep 30, 2020, Senior Vice President and Chief investment Officer recent employee surveys show just how employee... To a category of funds with similar investment objectives and strategies exposure reflects fixed income exposure of the Fund meet.