Mutual Fund Insights: Vantagepoint Milestone 2040 Fund (VPRKX)

In-depth Analysis of Vantagepoint Milestone 2040 Fund (VPRKX)

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See Vantagepoint Milestone 2040 Fund (VPRKX) performance details as of February 28, 2010

  

Last Trade: $9.44 on 3/19/2010, Change: -0.06 (-0.63%)

  

Fund Manager - Wayne A. J. Wicker

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

Wicker, chief investment officer and senior vice president, joined the team and VIA in 2004. Prior to joining VIA, Wayne A. J. Wicker was managing director and senior portfolio manager at Cadence Capital Management LLC in Boston, Massachusetts. Wayne A. J. Wicker joined Cadence Capital Management LLC in 1997.  Get more insights on Wayne A. J. Wicker

  

 What we like about Vantagepoint Milestone 2040 Fund (VPRKX)

Data for Vantagepoint Milestone 2040 Fund (VPRKX) as of February 28, 2010

• Vantagepoint Milestone 2040 Fund (VPRKX) management has been with Vantagepoint Milestone 2040 Fund for 5.1 years
• Vantagepoint Milestone 2040 Fund (VPRKX) has good Long-term performance (5-year return 1.83% vs 0.79 % Target Date 2036-2040 category average)
• Vantagepoint Milestone 2040 Fund (VPRKX) ratio of up-years vs down years is greater than 2
• Vantagepoint Milestone 2040 Fund (VPRKX) has a Morningstar rating of 4 and above
• Vantagepoint Milestone 2040 Fund (VPRKX) has an annual stock turnover rate of 11.00% vs Target Date 2036-2040 average of 38.17%. It is good that Vantagepoint Milestone 2040 management does not trade extensively for its return.
• Vantagepoint Milestone 2040 Fund (VPRKX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.93, lower than category average of 20.61
• Vantagepoint Milestone 2040 Fund (VPRKX) has a lower management fee than its Target Date 2036-2040 average: 0.19% vs 0.64%
• Vantagepoint Milestone 2040 Fund (VPRKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Vantagepoint Milestone 2040 Fund (VPRKX)

Data for Vantagepoint Milestone 2040 Fund (VPRKX) as of February 28, 2010

• Vantagepoint Milestone 2040 Fund is a focused fund with 99.99% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Vantagepoint Milestone 2040 Fund (VPRKX) has a less-than-ideal short-term performance (1-year return 52.61% vs 53.14 % Target Date 2036-2040 category average)
• Vantagepoint Milestone 2040 Fund (VPRKX) has a less-than-ideal mid-term performance (3-year return -4.16% vs -5.59 % Target Date 2036-2040 category average)

See Vantagepoint Milestone 2040 Fund (VPRKX) performance details as of February 28, 2010

  

  

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Vantagepoint Milestone 2040 Fund (VPRKX) Net Asset

Track net asset change of Vantagepoint Milestone 2040 fund (VPRKX)

Date	Net Asset
02/2010	$97.37M
01/2010	$92.38M
11/2009	$86.39M

More historic net asset information on Vantagepoint Milestone 2040 Fund (VPRKX)

  

Vantagepoint Milestone 2040 Fund (VPRKX) Portfolio Allocation

Track portfolio allocation change of Vantagepoint Milestone 2040 fund (VPRKX)

Date	Cash	Stock	Bond	Other
01/2010	4.79%	90.33%	4.83%	0%
10/2009	4.67%	84.96%	10.3%	0.07%
08/2009	3.96%	86.26%	9.74%	0.04%

Click here to see more historic asset allocation information on Vantagepoint Milestone 2040 Fund (VPRKX)

  

Most Recent Top 10 Holdings in Vantagepoint Milestone 2040 Fund (VPRKX)

Discover what Vantagepoint Milestone 2040 Fund (VPRKX) manager is buying

31-Jan-10 Vantagepoint Equity Income [27.39%] Vantagepoint Mid/Small Company Index I [19.95%] Vantagepoint International [18.9%] Vantagepoint Growth & Income [16.02%] Vantagepoint Growth [12.57%] Vantagepoint Core Bond Index I [5.16%] Price/Earnings [14.78%] 1.74 [0%] 0.86 [5.1%] Median Market Cap [20.56%]

31-Oct-09 Vantagepoint Equity Income [25.96%] Vantagepoint Mid/Small Company Index I [18.96%] Vantagepoint International [18.04%] Vantagepoint Growth & Income [14.96%] Vantagepoint Growth [11.98%] Vantagepoint Core Bond Index I [10.11%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Aug-09 Vantagepoint Equity Income [25.96%] Vantagepoint Mid/Small Company Index I [18.92%] Vantagepoint International [18.04%] Vantagepoint Growth & Income [15.01%] Vantagepoint Growth [11.99%] Vantagepoint Core Bond Index I [10.07%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Vantagepoint Milestone 2040 Fund (VPRKX)

  

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Latest News on Vantagepoint Milestone 2040 (VPRKX)

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See more information on Vantagepoint Milestone 2040 Fund (VPRKX)

• Vantagepoint Milestone 2040 Fund Insights
• Vantagepoint Milestone 2040 Fund Performance Data
• Vantagepoint Milestone 2040 Fund News
• Vantagepoint Milestone 2040 Fund Score Explaination
• Vantagepoint Milestone 2040 Fund Manager Information
• Historic Vantagepoint Milestone 2040 Fund Asset Allocation Report
• Historic Vantagepoint Milestone 2040 Fund Top 10 Holding Tracking
• Historic Vantagepoint Milestone 2040 Fund Asset Under Management Tracking