Vantagepoint 500 Stock Index II
Vantagepoint Funds 777 North Capitol St, NE,Ste 600 Washington, DC
Phone: 800-669-7400
| Category: |
Large Blend |
| Fund Family: |
Vantagepoint Funds |
| Net Assets: |
231.28M |
| Year-to-Date Return: |
-3.61% |
| Yield: |
2.26% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Apr-99 |
|
Karen Q. Wong
Lead Manager since
31-Mar-04 |
|
| Heads a team of portfolio managers covering domestic and international passive equity funds Responsible for refinement and implementation of the equity portfolio management process Prior to joining Mellon Capital, worked as a security analyst at Redwood Securities. he is Member of CFA Institute and the CFA Society of San Francisco He 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 to offer long-term capital growth by approximating the performance of the S&P 500 index. The fund invests at least 90% of assets in a portfolio that consists of the stocks in the S&P 500 index, weighted to seek to replicate the investment characteristics and performance of the index. It may invest to a limited extent in derivative instruments but such investments will not exceed 5% of the market value of net assets. |
| Last Dividend
(18-Dec-09):
|
0.18 |
| Last Cap Gain
(29-Dec-00):
|
0.21 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
80.36% |
|
| Expense |
VPSKX |
Category
Avg |
| Total Expense Ratio: |
0.24%
|
1.10% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$77 |
$768 |
| 5 Yr Expense Projection*: |
$135 |
$1,311 |
| 10 Yr Expense Projection*: |
$306 |
$2,413 |
|
|
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