Mutual Fund Insights: Vantagepoint Milestone 2025 Fund (VPRNX)

In-depth Analysis of Vantagepoint Milestone 2025 Fund (VPRNX)

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See Vantagepoint Milestone 2025 Fund (VPRNX) performance details as of February 28, 2010

  

Last Trade: $9.60 on 3/19/2010, Change: -0.05 (-0.52%)

  

Fund Manager - Wayne A. J. Wicker

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: B (Score: 0.63)     (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 2025 Fund (VPRNX)

Data for Vantagepoint Milestone 2025 Fund (VPRNX) as of February 28, 2010

• Vantagepoint Milestone 2025 Fund (VPRNX) management has been with Vantagepoint Milestone 2025 Fund for 5.1 years
• Vantagepoint Milestone 2025 Fund (VPRNX) has good Long-term performance (5-year return 2.53% vs 1.77 % Target Date 2021-2025 category average)
• Vantagepoint Milestone 2025 Fund (VPRNX) ratio of up-years vs down years is greater than 2
• Vantagepoint Milestone 2025 Fund (VPRNX) has a Morningstar rating of 4 and above
• Vantagepoint Milestone 2025 Fund (VPRNX) has an annual stock turnover rate of 11.00% vs Target Date 2021-2025 average of 29.23%. It is good that Vantagepoint Milestone 2025 management does not trade extensively for its return.
• Vantagepoint Milestone 2025 Fund (VPRNX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.17, lower than category average of 18.83
• Vantagepoint Milestone 2025 Fund (VPRNX) has a lower management fee than its Target Date 2021-2025 average: 0.15% vs 0.58%
• Vantagepoint Milestone 2025 Fund (VPRNX) 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 2025 Fund (VPRNX)

Data for Vantagepoint Milestone 2025 Fund (VPRNX) as of February 28, 2010

• Vantagepoint Milestone 2025 Fund (VPRNX) has a less-than-ideal short-term performance (1-year return 41.74% vs 47.78 % Target Date 2021-2025 category average)
• Vantagepoint Milestone 2025 Fund (VPRNX) has a less-than-ideal mid-term performance (3-year return -2.39% vs -4.29 % Target Date 2021-2025 category average)

See Vantagepoint Milestone 2025 Fund (VPRNX) performance details as of February 28, 2010

  

  

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Vantagepoint Milestone 2025 Fund (VPRNX) Net Asset

Track net asset change of Vantagepoint Milestone 2025 fund (VPRNX)

Date	Net Asset
02/2010	$157.57M
01/2010	$150.22M
11/2009	$140.08M

More historic net asset information on Vantagepoint Milestone 2025 Fund (VPRNX)

  

Vantagepoint Milestone 2025 Fund (VPRNX) Portfolio Allocation

Track portfolio allocation change of Vantagepoint Milestone 2025 fund (VPRNX)

Date	Cash	Stock	Bond	Other
01/2010	18.22%	63.05%	18.62%	0%
10/2009	16.7%	60.22%	22.9%	0.17%
08/2009	12.51%	64.2%	23.16%	0.14%

Click here to see more historic asset allocation information on Vantagepoint Milestone 2025 Fund (VPRNX)

  

Most Recent Top 10 Holdings in Vantagepoint Milestone 2025 Fund (VPRNX)

Discover what Vantagepoint Milestone 2025 Fund (VPRNX) manager is buying

31-Jan-10 Vantagepoint Equity Income [23.08%] Vantagepoint International [14.48%] Vantagepoint Growth & Income [13.26%] Vantagepoint Core Bond Index I [13.05%] Vantagepoint Diversifying Strategies [12.61%] Vantagepoint Mid/Small Company Index I [11.93%] Vantagepoint Growth [9.47%] Vantagepoint Low Duration Bond [2.13%] Price/Earnings [14.92%] 1.75 [0%]

31-Oct-09 Vantagepoint Equity Income [22.77%] Vantagepoint Core Bond Index I [16.14%] Vantagepoint International [14.11%] Vantagepoint Growth & Income [12.76%] Vantagepoint Mid/Small Company Index I [11.03%] Vantagepoint Diversified Assets [10.01%] Vantagepoint Growth [9.18%] Vantagepoint Low Duration Bond [4%] N/A [0%] N/A [0%]

31-Aug-09 Vantagepoint Equity Income [22.82%] Vantagepoint Core Bond Index I [16.13%] Vantagepoint International [14.07%] Vantagepoint Growth & Income [12.78%] Vantagepoint Mid/Small Company Index I [11.02%] Vantagepoint Diversified Assets [9.99%] Vantagepoint Growth [9.18%] Vantagepoint Low Duration Bond [4.01%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Vantagepoint Milestone 2025 Fund (VPRNX)

  

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Latest News on Vantagepoint Milestone 2025 (VPRNX)

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See more information on Vantagepoint Milestone 2025 Fund (VPRNX)

• Vantagepoint Milestone 2025 Fund Insights
• Vantagepoint Milestone 2025 Fund Performance Data
• Vantagepoint Milestone 2025 Fund News
• Vantagepoint Milestone 2025 Fund Score Explaination
• Vantagepoint Milestone 2025 Fund Manager Information
• Historic Vantagepoint Milestone 2025 Fund Asset Allocation Report
• Historic Vantagepoint Milestone 2025 Fund Top 10 Holding Tracking
• Historic Vantagepoint Milestone 2025 Fund Asset Under Management Tracking