Morningstar is a registered trademark of Morningstar, Inc. b. The average is calculated and funds are assigned to a category by Morningstar. Free Search . The Fund is not a complete solution for all of your retirement savings needs. The neutral targets also do not reflect performance differences between the Fund’s asset allocations that will cause temporary deviations from the neutral targets. 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. Exposure reflects equity securities only and will sum to the equity exposure of the fund. There is no guarantee that the Fund will achieve its investment objective. Investment Adviser: Vantagepoint Investment Advisers. 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. 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. This article is the first part of a series that discusses the effective use of milestones in project planning and scheduling. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. a. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. 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. 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. Create project timelines and milestones and display them within your presentation slides with Milestone PowerPoint Templates. Fund Profiles (C) Copyright 1996-2020 ICMA Retirement Corporation. 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. Milestones act as signposts through the course of your project, helping ensure you stay on track. 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. A milestone is a marker in a project that signifies a change or stage in development. 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. A project will consist of a number of tasks and activities. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. On the My Milestone network? c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Find and compare XProtect hardware, software and solution service partners. 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. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, High Yield Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Asset-Backed Securities Risk, Convertible Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. Investment Adviser: Vantagepoint Investment Advisers. 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”. 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. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; VP Milestone 2040 R1 6.68%: 0.95% Nov 30, 2020, Senior Vice President and Chief Investment Officer. Milestone offers users three flexible ways to view surveillance: XProtect ® Smart Client, XProtect ® Web Client and XProtect Mobile. 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