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Mutual Fund Insights: Vantagepoint Inflation Protected Secs Fund (VPTSX)

In-depth Analysis of Vantagepoint Inflation Protected Secs Fund (VPTSX)

Mutual fund chart: Vantagepoint Inflation Protected Secs Fund (VPTSX)

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See Vantagepoint Inflation Protected Secs Fund (VPTSX) performance details as of February 28, 2010

  

    Last Trade: $10.81 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Brian Weinstein

Fund Manager Tenure: 2.4 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

  

What we like about Vantagepoint Inflation Protected Secs Fund (VPTSX) What we like about Vantagepoint Inflation Protected Secs Fund (VPTSX)

Data for Vantagepoint Inflation Protected Secs Fund (VPTSX) as of February 28, 2010

  • Vantagepoint Inflation Protected Secs Fund (VPTSX) has good mid-term performance (3-year return 6.00% vs 4.76 % Inflation-Protected Bond category average)
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) has good Long-term performance (5-year return 4.81% vs 3.90 % Inflation-Protected Bond category average)
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) ratio of up-years vs down years is greater than 2
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) has a Morningstar rating of 4 and above
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) has an annual stock turnover rate of 149.00% vs Inflation-Protected Bond average of 212.89%. It is good that Vantagepoint Inflation Protected Secs management does not trade extensively for its return.
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.64, lower than category average of 9.16
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) has a lower management fee than its Inflation-Protected Bond average: 0.67% vs 0.83%
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vantagepoint Inflation Protected Secs Fund (VPTSX) What we are cautious about Vantagepoint Inflation Protected Secs Fund (VPTSX)

Data for Vantagepoint Inflation Protected Secs Fund (VPTSX) as of February 28, 2010

  • Vantagepoint Inflation Protected Secs Fund (VPTSX) management has been with Vantagepoint Inflation Protected Secs Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Vantagepoint Inflation Protected Secs Fund is a focused fund with 51.61% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Vantagepoint Inflation Protected Secs Fund (VPTSX) has a less-than-ideal short-term performance (1-year return 11.90% vs 13.39 % Inflation-Protected Bond category average)
See Vantagepoint Inflation Protected Secs Fund (VPTSX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Inflation-Protected Bond category?

Below are some additional Inflation-Protected Bond mutual funds generated out of our database

  

Vantagepoint Inflation Protected Secs Fund (VPTSX) Net Asset

Track net asset change of Vantagepoint Inflation Protected Secs fund (VPTSX)

DateNet Asset
02/2010$401.89M
01/2010$401.44M
11/2009$348.46M
More historic net asset information on Vantagepoint Inflation Protected Secs Fund (VPTSX)

  

Vantagepoint Inflation Protected Secs Fund (VPTSX) Portfolio Allocation

Track portfolio allocation change of Vantagepoint Inflation Protected Secs fund (VPTSX)

DateCashStockBondOther
01/201010.59%0%89.42%0%
10/20098.7%0%91.3%0%
09/20099.83%0%90.16%0%
Click here to see more historic asset allocation information on Vantagepoint Inflation Protected Secs Fund (VPTSX)

  

Most Recent Top 10 Holdings in Vantagepoint Inflation Protected Secs Fund (VPTSX)

Discover what Vantagepoint Inflation Protected Secs Fund (VPTSX) manager is buying

31-Jan-10
US Treasury Bond 2.375% [8.48%]
US Treasury Note 3% [7.63%]
Fidelity Institutional Mm Portfolio Fund [7.02%]
US Treasury Note 2.375% [6.29%]
US Treasury Bond 2% [5.36%]
US Treasury Note 1.875% [5.19%]
US Treasury Bond 3.625% [3.89%]
US Treasury Note 2% [3.89%]
US Treasury Bond 1.75% [3.86%]
Price/Earnings [20.13%]

31-Oct-09
US Treasury Bond 2.375% [9.45%]
US Treasury Note 2% [8.86%]
(Irs) Irs Usd R 3ml-3.01 06-16-10 Myc De [7.96%]
(Irs) Irs Usd R 3ml-3.01 06-16-10 Myc De [7.83%]
Fidelity Institutional Mm Portfolio Fund [7.53%]
US Treasury Note 2.375% [7.1%]
US Treasury Bond 2% [6.22%]
US Treasury Note 3% [6.05%]
US Treasury Note 1.875% [5.33%]
US Treasury Bond 1.75% [5.07%]

30-Sep-09
Fidelity Institutional Mm Portfolio Fund [10.12%]
US Treasury Bond 2.375% [9.54%]
US Treasury Note 2% [8.2%]
(Irs) Irs Usd R 3ml-3.01 06-16-10 Myc Derivatives [8.15%]
US Treasury Note 2.375% [7.17%]
US Treasury Note 3% [6.52%]
US Treasury Bond 2% [6.29%]
US Treasury Note 1.875% [5.49%]
US Treasury Bond 1.75% [5.17%]
US Treasury Bond 3.875% [4.1%]
Click here for Stock Holding Change Map in Vantagepoint Inflation Protected Secs Fund (VPTSX)

  

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