Vantagepoint Asset Allocation
777 North Capitol St, NE Ste 600 Washington, DC
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Phone: 800-669-7400
| Category: | Moderate Allocation | | Fund Family: | Vantagepoint Funds | | Net Assets: | 613.21M | | Year-to-Date Return: | -11.84% | | Yield: | 2.48% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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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 |
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| The investment seeks capital growth. The fund primarily allocates assets among common stocks, U.S. treasury obligations and investment-grade short-term instruments. It typically invests 40% to 70% of total 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 total assets. |
| Last Dividend
(21-Dec-07):
| 0.19 | | Last Cap Gain
(21-Dec-07):
| 0.21 | | Annual Holdings Turnover
| 4.00% | | Average for Category:
| 71.15% |
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| Expense | VPAAX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$241 | $626 | | 5 Yr Expense Projection*: |
$418 | $953 | | 10 Yr Expense Projection*: |
$933 | $1,864 |
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1.49% Nasdaq 
0.27%
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