Mutual Fund Insights: Vantagepoint Milestone 2030 Fund (VPRMX)

In-depth Analysis of Vantagepoint Milestone 2030 Fund (VPRMX)

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See Vantagepoint Milestone 2030 Fund (VPRMX) performance details as of February 28, 2010

  

Last Trade: $9.60 on 3/19/2010, Change: -0.06 (-0.62%)

  

Fund Manager - Wayne A. J. Wicker

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: A (Score: 0.7)     (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 2030 Fund (VPRMX)

Data for Vantagepoint Milestone 2030 Fund (VPRMX) as of February 28, 2010

• Vantagepoint Milestone 2030 Fund (VPRMX) management has been with Vantagepoint Milestone 2030 Fund for 5.1 years
• Vantagepoint Milestone 2030 Fund (VPRMX) has good Long-term performance (5-year return 2.24% vs 1.00 % Target Date 2026-2030 category average)
• Vantagepoint Milestone 2030 Fund (VPRMX) ratio of up-years vs down years is greater than 2
• Vantagepoint Milestone 2030 Fund (VPRMX) has a Morningstar rating of 4 and above
• Vantagepoint Milestone 2030 Fund (VPRMX) has an annual stock turnover rate of 10.00% vs Target Date 2026-2030 average of 35.55%. It is good that Vantagepoint Milestone 2030 management does not trade extensively for its return.
• Vantagepoint Milestone 2030 Fund (VPRMX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.66, lower than category average of 19.58
• Vantagepoint Milestone 2030 Fund (VPRMX) has a lower management fee than its Target Date 2026-2030 average: 0.16% vs 0.63%
• Vantagepoint Milestone 2030 Fund (VPRMX) 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 2030 Fund (VPRMX)

Data for Vantagepoint Milestone 2030 Fund (VPRMX) as of February 28, 2010

• Vantagepoint Milestone 2030 Fund (VPRMX) has a less-than-ideal short-term performance (1-year return 45.73% vs 48.70 % Target Date 2026-2030 category average)
• Vantagepoint Milestone 2030 Fund (VPRMX) has a less-than-ideal mid-term performance (3-year return -3.20% vs -4.96 % Target Date 2026-2030 category average)

See Vantagepoint Milestone 2030 Fund (VPRMX) performance details as of February 28, 2010

  

  

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Vantagepoint Milestone 2030 Fund (VPRMX) Net Asset

Track net asset change of Vantagepoint Milestone 2030 fund (VPRMX)

Date	Net Asset
02/2010	$131.69M
01/2010	$126.33M
11/2009	$116.29M

More historic net asset information on Vantagepoint Milestone 2030 Fund (VPRMX)

  

Vantagepoint Milestone 2030 Fund (VPRMX) Portfolio Allocation

Track portfolio allocation change of Vantagepoint Milestone 2030 fund (VPRMX)

Date	Cash	Stock	Bond	Other
01/2010	15.32%	71.77%	12.82%	0%
10/2009	15.15%	67.83%	16.86%	0.17%
07/2009	11.51%	71.61%	16.54%	0.34%

Click here to see more historic asset allocation information on Vantagepoint Milestone 2030 Fund (VPRMX)

  

Most Recent Top 10 Holdings in Vantagepoint Milestone 2030 Fund (VPRMX)

Discover what Vantagepoint Milestone 2030 Fund (VPRMX) manager is buying

31-Jan-10 Vantagepoint Equity Income [24.55%] Vantagepoint International [16.18%] Vantagepoint Mid/Small Company Index I [15.13%] Vantagepoint Growth & Income [14.32%] Vantagepoint Growth [10.69%] Vantagepoint Diversifying Strategies [9.85%] Vantagepoint Core Bond Index I [8.24%] Vantagepoint Low Duration Bond [1.05%] Price/Earnings [14.96%] 1.74 [0%]

31-Oct-09 Vantagepoint Equity Income [24.17%] Vantagepoint International [15.8%] Vantagepoint Growth & Income [14.07%] Vantagepoint Mid/Small Company Index I [13.61%] Vantagepoint Core Bond Index I [13.17%] Vantagepoint Growth [10.19%] Vantagepoint Diversified Assets [9%] N/A [0%] N/A [0%] N/A [0%]

31-Jul-09 Vantagepoint Equity Income [24.2%] Vantagepoint International [15.88%] Vantagepoint Growth & Income [14.06%] Vantagepoint Mid/Small Company Index I [13.74%] Vantagepoint Core Bond Index I [13.06%] Vantagepoint Growth [10.13%] Vantagepoint Diversified Assets [8.92%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Vantagepoint Milestone 2030 Fund (VPRMX)

  

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Latest News on Vantagepoint Milestone 2030 (VPRMX)

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See more information on Vantagepoint Milestone 2030 Fund (VPRMX)

• Vantagepoint Milestone 2030 Fund Insights
• Vantagepoint Milestone 2030 Fund Performance Data
• Vantagepoint Milestone 2030 Fund News
• Vantagepoint Milestone 2030 Fund Score Explaination
• Vantagepoint Milestone 2030 Fund Manager Information
• Historic Vantagepoint Milestone 2030 Fund Asset Allocation Report
• Historic Vantagepoint Milestone 2030 Fund Top 10 Holding Tracking
• Historic Vantagepoint Milestone 2030 Fund Asset Under Management Tracking