RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. A milestone is a marker in a project that signifies a change or stage in development. Milestone Industry Average Industry Maximum/ Industry Minimum 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 Retirement Date … These results from recent employee surveys show just how strong employee engagement at Milestone is. However, there is no guarantee that this goal will be achieved and investors may lose money investing in the Milestone Funds. The basic idea in a milestone chart is to track each step of your project on a timeline with its completion date and present it in a simple way. Morningstar, Inc. is a global investment research firm that is not affiliated with ICMA-RC. Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Fund Name: Waiver Retirement Income : 0.09% Milestone 2010 Fund : 0.11% Milestone 2015 Fund : 0.07% Milestone 2020 Fund : 0.05% Milestone 2025 Fund Fund Profiles (C) Copyright 1996-2020 ICMA Retirement Corporation. For additional information regarding the Fund, including a description of the principal risks, please consult the VantageTrust Funds Disclosure Memorandum, which is available when plan administration clients log in at www.icmarc.org, at www.vantagepointfunds.org for institutions, or upon request by calling 800-669-7400. The Fund invests in a combination of equity, fixed income, and multi-strategy investments that its investment adviser believes to be appropriate. This is intended to reduce investment risk as investors move toward and into retirement. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; VP Milestone 2045 R5 7.16%: 1.03% Sep 30, 2020, As of The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Small-Cap Securities Risk, Mid-Cap Securities Risk, Equity Income/Interest Rate Risk, Interest Rate Risk, Credit Risk, Convertible Securities Risk, High Yield Securities Risk, Mortgage-Backed Securities Risk, Asset-Backed Securities Risk, Prepayment and Extension Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. Standard Performance As of Sep 30, 2020; Fund/Benchmark Name Qtr YTD 1-Yr 3-Yr 5-Yr 10-Yr Since Inception; VP Milestone 2050 R5 7.34%: 0.96% The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. Investment returns and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange–traded funds, closed–end funds, and separate accounts) with at least a three–year history. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs). It is our commitment to you and your business to make sure that you can take full advantage of your product and get the most out of your investment. The source for this information is Morningstar, Inc. Vantagepoint Milestone 2040 Fund is an open-end fund incorporated in the USA. Milestones act as signposts through the course of your project, helping ensure you stay on track. The performance shown has been annualized for periods greater than one year. The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. The actual asset class allocation of the Fund may vary from the neutral target by as much as +/- ten percentage points for the fixed income & stable value and equity classes as a result of VIA’s allocation decisions, performance differences between asset classes of the Fund, or some combination thereof, although the multi-strategy asset class will generally not exceed 7 percentage points of the Fund's total assets. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Find the latest Vantagepoint Milestone 2050 Fun (VPRHX) stock quote, history, news and other vital information to help you with your stock trading and investing. Vantagepoint Milestone 2040 is rated 4- Stars Overall. The Fund is a security that has not been registered under the Securities Act of 1933 and is exempt from investment company registration under the Investment Company Act of 1940. d. Differences between the net and gross expense ratios of a fund are typically due to fee waivers, expense reimbursements, and/or expense limits. Milestone 2035 Fund. The milestone is As time elapses, the Fund's allocation to equity and multi-strategy investments decreases and its allocation to fixed income investments increases such that the asset allocation becomes more conservative over time until it reaches a final constant asset allocation approximately ten years after the year in its name. The Fund uses an asset allocation strategy designed for investors who expect to begin making withdrawals from their investment, typically at or after retirement (assumed to occur at age 62), in or around the year stated in the Fund's name. The S&P Target Date Indexes reflect exposure to various asset classes included in target date funds driven by a survey of such funds for each particular target date. An index is not available for direct investment, is unmanaged, and does not reflect the costs of portfolio management or trading. The Fund uses an asset allocation strategy designed for investors who expect to begin making withdrawals from their investment, typically at or after retirement (assumed to occur at age 62), in or around the year stated in the Fund's name. Milestone funds ( ETFs ) by investing in the Milestone is a global investment research firm is... 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