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Mutual Fund Insights: Vantagepoint Milestone Retirement Income Fund (VPRRX)

In-depth Analysis of Vantagepoint Milestone Retirement Income Fund (VPRRX)

Mutual fund chart: Vantagepoint Milestone Retirement Income Fund (VPRRX)

3 months
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1 year
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See Vantagepoint Milestone Retirement Income Fund (VPRRX) performance details as of February 28, 2010

Last Trade: $10.01 on 3/19/2010, Change: -0.02 (-0.2%)

Fund Manager - Wayne A. J. Wicker

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: A (Score: 0.71) (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 Retirement Income Fund (VPRRX)

Data for Vantagepoint Milestone Retirement Income Fund (VPRRX) as of February 28, 2010

Vantagepoint Milestone Retirement Income Fund (VPRRX) management has been with Vantagepoint Milestone Retirement Income Fund for 5.1 years
Vantagepoint Milestone Retirement Income Fund (VPRRX) has good mid-term performance (3-year return 1.99% vs 0.55 % Retirement Income category average)
Vantagepoint Milestone Retirement Income Fund (VPRRX) has good Long-term performance (5-year return 3.51% vs 2.61 % Retirement Income category average)
Vantagepoint Milestone Retirement Income Fund (VPRRX) ratio of up-years vs down years is greater than 2
Vantagepoint Milestone Retirement Income Fund (VPRRX) has a Morningstar rating of 4 and above
Vantagepoint Milestone Retirement Income Fund (VPRRX) has an annual stock turnover rate of 36.00% vs Retirement Income average of 41.53%. It is good that Vantagepoint Milestone Retirement Income management does not trade extensively for its return.
Vantagepoint Milestone Retirement Income Fund (VPRRX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.19, lower than category average of 9.86
Vantagepoint Milestone Retirement Income Fund (VPRRX) has a lower management fee than its Retirement Income average: 0.07% vs 0.63%
Vantagepoint Milestone Retirement Income Fund (VPRRX) 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 Retirement Income Fund (VPRRX)

Data for Vantagepoint Milestone Retirement Income Fund (VPRRX) as of February 28, 2010

Vantagepoint Milestone Retirement Income Fund (VPRRX) has a less-than-ideal short-term performance (1-year return 23.19% vs 27.97 % Retirement Income category average)

See Vantagepoint Milestone Retirement Income Fund (VPRRX) performance details as of February 28, 2010

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Vantagepoint Milestone Retirement Income Fund (VPRRX) Net Asset

Track net asset change of Vantagepoint Milestone Retirement Income fund (VPRRX)

Date	Net Asset
02/2010	$88.52M
01/2010	$83.93M
11/2009	$71.60M

More historic net asset information on Vantagepoint Milestone Retirement Income Fund (VPRRX)

Vantagepoint Milestone Retirement Income Fund (VPRRX) Portfolio Allocation

Track portfolio allocation change of Vantagepoint Milestone Retirement Income fund (VPRRX)

Date	Cash	Stock	Bond	Other
01/2010	30.74%	21.95%	47.2%	0%
10/2009	22.17%	25.41%	52.27%	0.14%
08/2009	22.06%	26.1%	51.66%	0.19%

Click here to see more historic asset allocation information on Vantagepoint Milestone Retirement Income Fund (VPRRX)

Most Recent Top 10 Holdings in Vantagepoint Milestone Retirement Income Fund (VPRRX)

Discover what Vantagepoint Milestone Retirement Income Fund (VPRRX) manager is buying

31-Jan-10

Vantagepoint Low Duration Bond [31.07%]
Vantagepoint Diversifying Strategies [20.07%]
Vantagepoint Inflation Protected Secs [15.1%]
Vantagepoint Growth & Income [9.91%]
Vantagepoint Equity Income [9.89%]
Vantagepoint Core Bond Index I [9.04%]
Vantagepoint International [4.93%]
Price/Earnings [14.47%]
1.76 [0%]
0.91 [5.35%]

31-Oct-09

Vantagepoint Low Duration Bond [39.99%]
Vantagepoint Equity Income [11.99%]
Vantagepoint Growth & Income [11.97%]
Vantagepoint Core Bond Index I [11.01%]
Vantagepoint Diversified Assets [10%]
Vantagepoint Inflation Protected Secs [9.02%]
Vantagepoint International [6.01%]
N/A [0%]
N/A [0%]
N/A [0%]

31-Aug-09

Vantagepoint Low Duration Bond [39.78%]
Vantagepoint Equity Income [12.27%]
Vantagepoint Growth & Income [12.04%]
Vantagepoint Core Bond Index I [10.95%]
Vantagepoint Diversified Assets [9.97%]
Vantagepoint Inflation Protected Secs [8.92%]
Vantagepoint International [6.07%]
N/A [0%]
N/A [0%]
N/A [0%]

Click here for Stock Holding Change Map in Vantagepoint Milestone Retirement Income Fund (VPRRX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.