Vantagepoint Savings Oriented
777 North Capitol St, NE Ste 600 Washington, DC
Map
Phone: 800-669-7400
| Category: | Conservative Allocation | | Fund Family: | Vantagepoint Funds | | Net Assets: | 304.10M | | Year-to-Date Return: | -1.94% | | Yield: | 4.09% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Dec-00 |
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Lee Trenum
Lead Manager since
31-Jan-05 | | | Trenum has served as an analyst on the Team since 2001 and prior to that served in ICMA Retirement Corporations Investor Services Division. |
| 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 preservation and reasonable current income and some capital growth with minimal risk. The fund invests 65% of total assets in fixed-income funds and 25% of total assets in stock funds. |
| Last Dividend
(27-Dec-07):
| 1.01 | | Last Cap Gain
(27-Dec-07):
| 0.50 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 59.69% |
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| Expense | VPSOX | Category
Avg | | Total Expense Ratio: | 0.15%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$282 | $706 | | 5 Yr Expense Projection*: |
$490 | $1,090 | | 10 Yr Expense Projection*: |
$1,088 | $2,110 |
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3.58% Nasdaq 
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