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Vantagepoint Aggressive Opportunities (VPAOX)

On Feb 9: 9.18 USD  Up 0.13 (1.44%)  
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Profile  As of 31-Jan-10 Get Profile for:
Vantagepoint Aggressive Opportunities
Vantagepoint Funds 777 North Capitol St, NE,Ste 600 Washington, DC
Phone: 800-669-7400
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FUND OVERVIEW
Category: Mid-Cap Growth
Fund Family: Vantagepoint Funds
Net Assets: 967.02M
Year-to-Date Return: -3.57%
Yield: 0.21%
Morningstar Rating: 3 stars
Fund Inception Date: 26-Feb-99
MORNINGSTAR STYLE BOX
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
G. Staley Cates
Lead Manager since 31-Jul-02
Cates is president and portfolio manager with Southeastern Asset Management, his employer since 1986. Prior to joining the firm, he was a research associate with Morgan Keegan & Company. Cates holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
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
VPAOX can be purchased from 2 brokerages.
FUND SUMMARY
The investment seeks high long-term capital appreciation. The fund primarily invests in common stocks of small- to medium- capitalization U.S and foreign companies that are believed to offer the opportunity for high capital appreciation. It may also invest in debt instruments, preferred stock, foreign stocks and bonds, convertible securities and derivatives such as futures and options.
FUND OPERATIONS
Last Dividend (18-Dec-09): 0.02
Last Cap Gain (16-Dec-08): 0.28
Annual Holdings Turnover N/A
Average for Category: 138.22%
FEES & EXPENSES
Expense VPAOX Category
Avg
Total Expense Ratio: 0.98% 1.46%
Max 12b1 Fee: % N/A
Max Front End Sales Load: % 5.37%
Max Deferred Sales Load: % 2.68%
3 Yr Expense Projection*: $314 $651
5 Yr Expense Projection*: $544 $1,030
10 Yr Expense Projection*: $1,206 $2,053
* Per $10,000 invested


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