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Vantagepoint Funds


Professional investment managers use many well established techniques like portfolio management, asset allocation, and risk management to help ensure more consistent returns. They, at ICMA-RC, are dedicated to making these practices available to investors in the Vantagepoint Funds. ICMA-RC manages the Vantage point Funds.  

The funds simplify investor’s decisions by offering an all in one investment strategy. It picks the Milestone Fund with the target date closest to the year you want to retire and invest in a fund with professionally selected combination of equity and fixed income funds. The funds have been designed, given the time horizon, to have the appropriate mix of equity and fixed income for the time remaining until the target retirement date. As the amount of time until your target date decreases, the asset mix of the Milestone Fund with that target date becomes increasingly conservative.

ICMA-RC manages the Vantage point Funds. The Vantagepoint family of funds includes innovative investments for one stop investing like the Milestone Funds and the Model Portfolio Funds. Additionally the Vantagepoint Funds include a full range of managed equity funds that offer the individual investor the advantages of the multi-manager approach. Target date investing allows investors to select a single diversified fund that is designed to meet their investment time horizon.

Each Milestone Fund invests in a professionally selected combination of equity and fixed income funds that are believed to be appropriate for the time remaining until the target retirement date. It invests in Vantagepoint Funds with each having a different degree of potential risk and reward.

The Model Portfolio Funds are designed to provide investors with a complete investment program. They allow investors to focus on what they know best: their goals, needs and tolerance for risk.

The Vantage point Equity Income Fund seeks long term growth from dividend income and capital appreciation. The sub advisers select primarily dividend paying common stocks, so the funds yield is typically higher than that of the stock market. It incorporates complementary investment disciplines that seek stocks that provide exposure to a variety of portfolio management approaches. The 3 sub adviser employs a distinctive strategy and focuses on securities reflecting that strategy. The fund will be more diversified than each individual sub adviser’s portfolio.

The Fund invests in the common stocks of companies that pay dividends at relatively high yields. It may be diversified across all sizes of companies but generally focuses on large capitalization companies, which tend to have the most stable long term earnings and dividend paying records. The fund shall be managed to limit the concentration in the securities of any one issuer or industry.

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