Vantagepoint Asset Allocation
777 North Capitol St, NE Ste 600 Washington, DC
Phone: 800-669-7400
| Category: |
Moderate Allocation |
| Fund Family: |
Vantagepoint Funds |
| Net Assets: |
756.40M |
| Year-to-Date Return: |
6.25% |
| Yield: |
2.19% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Mar-99 |
|
Helen Potter
Lead Manager since
31-Dec-01 |
|
| Potter is a managing director, asset allocation portfolio management at Mellon Capital. She has been with Mellon Capital since 1996. Potter holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks capital growth. The fund primarily allocates assets among stocks, U.S. treasury obligations and short term instruments. It typically invests 40% to 70% of assets in common stocks, however, the fund's investment in common stock may range from as little as 0% to as much as 100% of assets. |
| Last Dividend
(21-Dec-07):
|
0.19 |
| Last Cap Gain
(21-Dec-07):
|
0.21 |
| Annual Holdings Turnover
|
15.00% |
| Average for Category:
|
68.16% |
|
| Expense |
VPAAX |
Category
Avg |
| Total Expense Ratio: |
0.75%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$241 |
$638 |
| 5 Yr Expense Projection*: |
$418 |
$954 |
| 10 Yr Expense Projection*: |
$933 |
$1,869 |
|
|
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