Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Before investing, consider the investment objectives, risks, charges and expenses of the annuity and its investment options. 3. 76 Properties and Homes For Sale in Vermont, Hermanus, Western Cape SHOW MAP OF RESULTS HIDE MAP OF RESULTS . 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. the VT Retirement IncomeAdvantage Fund, a VantageTrust Fund that invests in a separate account under a group variable annuity issued by a third-party insurance company, based on your overall situation and responses to the following questions. If the VT Retirement IncomeAdvantage Fund is an option in your Retirement Learn about VTINX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Neither Prudential nor ICMA-RC guarantees the investment performance or return on contributions to Prudential's Separate Account. 3. There is no guarantee that the Fund will meet its investment objective and you can lose money. Vantagepoint Infltn Focused R7 1'2'5 vr PIMCO High Yield Guaranteed Lifetime Income VT Retirement IncomeAdvantage Bolonced/Asset Allocation Like all variable investments, the fund can lose value. You may also visit us on the Web at … 1 Duiker. These asset allocations are referred to as "neutral targets" because they do not reflect decisions that may be made by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to the Fund, to overweight or underweight a particular asset class based on market or operational factors. In exchange for an annual guarantee fee from 1.00% to a maximum of 1.50%, Prudential provides downside income protection and lifetime income guarantees. with respect to the VT Retirement IncomeAdvantage Fund, may decrease the likelihood of achieving your retirement goals as calculated by Morningstar. If the VT Retirement IncomeAdvantage Fund is available in your Retirement Plan that we administer, you also can instruct us to never include that Fund in your Managed Account, or to alter the amount Morningstar recommends you allocate to that Fund. There is no guarantee that the Fund will achieve its investment objective. VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. If you are within 10 years of your desired retirement age and the VT Retirement IncomeAdvantage Fund is an available investment option in your Retirement Plan and you do not provide an answer, the second answer listed for both questions will be used ("Likely … K. The Fund is not a complete solution for all of your retirement savings needs. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. XMLVP000-0001-201302-0511-4850-C258 R R SHOWING LISTINGS 1 TO 10 OF 76 GET EMAIL ALERTS 0 VIEW MY FAVOURITES. Here are the 10 best cities and towns for retirement in VT. Any future allocations currently directed to the VT Retirement IncomeAdvantage Fund3 will be re-directed to the VT PLUS Fund. Due to rounding, percentages shown may not add up to 100%. DDFIX | A complete Invesco Diversified Dividend Fund;R5 mutual fund overview by MarketWatch. in the VT Retirement IncomeAdvantage Fund, a VantageTrust Fund that invests in a separate account under a group variable annuity issued by a third-party insurance company, based on your overall situation and responses to the following questions. VT Retirement IncomeAdvantage Fund1,5.....8077 Balanced/Asset Allocation VT Vantagepoint Milestone ... 5 e VantageTrust Retirement IncomeAdvantage Fund (the “Fund”) is o red through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Prudential Core Conservative Intermediate Bond Fund Guidelines, VT Retirement IncomeAdvantage Fund Important Considerations. Breaking News • Nov 05, 2020. Sheets (together, “VT Disclosures”); and ICMA-RC provides a range of services to public employers for the operation of employee retirement plans including, but not limited to, communications concerning VT Retirement IncomeAdvantage N/A Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PLDAX PIMCO Total Return PTTRX PIMCO Real Return PARRX PIMCO Total Return PTTRX PIMCO High Yield PHIYX PIMCO Total Return PTTRX Goldman Sachs Global Income GSGLX Vanguard Total Bond Market Idx VBTLX VT 5 Yr BoA CD Acct N/A Putnam Stable Value PCSV20 VT Cash Management R5 … The risks associated with the underlying funds of the Separate Account include, among others, stock market risk, mid-cap securities risk, foreign securities risk, interest rate risk, credit risk, U.S. Government agency securities risk, mortgage-backed securities risk, asset-backed securities risk, convertible securities risk, high yield securities risk, and derivative instruments risk. The Fund is not a complete solution for all of your retirement savings needs. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Sep 30, 2020, As of 5. You may lose money by investing in the Fund. 7. This is intended to reduce investment risk as investors move toward and into retirement. Prudential may increase the Guarantee Fee in the future, from 1.00% up to a maximum of 1.50%. All guarantees associated with the VT Retirement IncomeAdvantage Fund3 will continue for any participant already holding investment positions and who maintain those investment ICMA-RC’s wholly-owned … VantageTrust provides for the commingling of assets of certain trusts and plans as described in its Declaration of Trust, and is only available for investment by such eligible trusts and plans. By investing in this way, each Milestone Fund is exposed to the risks as well as the potential rewards of its underlying funds and of the portfolio holdings and strategies of those funds. Due to rounding, percentages shown may not add up to 100%. View the latest ETF prices and news for better ETF investing. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. VantageTrust Retirement Income Advantage - R5 74440A696 Qualified Default Investment Alternative - QDIA See QDIA Default Fund Age Chart on Page 4. Fund performance is shown comparing it to a "benchmark" which may be a (i) broad-based securities market index (ii) a group of mutual funds with similar investment objectives, or (iii) a short term government backed debt obligation such as a U.S. Treasury Bill. The VT Retirement IncomeAdvantage Fund (the “Fund”) is offered through VantageTrust, a group trust sponsored by the VantageTrust Company, a New Hampshire institution. 7,8. Please see the Disclosure Memorandum for additional information about the Fund’s risks. It is calculated based on a Morningstar Risk–Adjusted Return measure that accounts for variation in a managed product′s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. | For 401 defined contribution and 457 deferred compensation retirement plans, ICMA-RC makes available a variety of investment options. The Fund’s principal investment risks include: The guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms, and conditions. Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC … Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. If you would like to initiate withdrawals from the Fund, please contact ICMA-RC for the appropriate withdrawal forms. An investment in the Fund includes the risk of loss, including near, at or after the target date of the Fund. Copyright © 2020 Morningstar, Inc.™ All Rights Reserved. A Guarantee Fee of 1.00% is assessed by the third-party insurance company for the VT Retirement 8 If you are invested in the VT Retirement IncomeAdvantage Fund prior to enrolling in The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. This annuity is issued under Contract form # GA-2020-TGWB4-0805-RC. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. 14. Ten years after the date in the Milestone Fund’s name, it will reach its landing point and its target asset allocation becomes constant. The VT Retirement IncomeAdvantage Fund is a lifetime income fund available to certain 401 and 457 plan investors as an underlying fund of the VantageTrust. To contact ICMA-RC, call 800-669-7400 (TDD: 800-669-7471) or write to 777 North Capitol Street, NE, Washington, DC 20002-4240. VT AMG TimesSquare Mid Cap Gr AMG TimesSquare Mid Cap Growth N 7463 VT Carillon Eagle Mid Cap Gr Carillon Eagle Mid Cap Growth R5 7616 VT LSV Small Cap Value LSV Small Cap Value Investor 7102 Vantagepoint Md/Sm Co Idx R1 VT III VP Mid/Small Company Index 7038 Vantagepoint Discovery R1 VT III Vantagepoint Discovery 7023 VT Invesco Oppenheimer Disc Asset Class Fund Total … If you transfer assets out of the VT Retirement IncomeAdvantage Fund prior to locking-in, you will not be eligible to transfer assets back into the Fund for a period of 90 days. County’s 457 and 401(a) retirement plans 1 Prince William County recently announced that Empower Retirement will replace ICMA-RC as the provider handling administrative, recordkeeping, communication, investment and financial education services for Prince William County’s 457 and 401(a) Retirement … Fund Name (Symbol, Fund Num) AS OF 09/30/2020 Expense Ratio. The VT Retirement IncomeAdvantage custom benchmark is comprised of the market indexes of the funds in which the VT Retirement IncomeAdvantage Fund invests, in weighted percentages that correspond to the historical target allocation to those funds and … There were 142 participants invested in the VT Retirement IncomeAdvantage Fund. If you are currently invested in the VT Retirement Income Advantage Fund, you will have already received a communication about your assets in this Fund. The Fund is not a mutual fund. View and compare VT,PLUS,FUND on Yahoo Finance. VT Retirement IncomeAdvantage Fund If your plan offers the VT Retirement IncomeAdvantage Fund (the Fund), any assets you have invested in the Fund will be excluded from your rollover request. Eligible retirement plans may invest in the Vantagepoint Funds, which are funds of VantageTrust. The targeted allocation of each Milestone Fund’s assets among underlying funds and the asset classes they represent is determined by Vantagepoint Investment Advisers, LLC (VIA), the investment adviser to both the Milestone Funds and the underlying VT III Vantagepoint Funds. Land Size. Prudential Retirement Insurance and Annuity Company (Prudential), CA COA #08003, Hartford, CT. Special Report: Income Investing 2016 Annuities have an image problem. Our conviction in the team and process is unchanged, but under our new … When Funds are marketed to institutional clients by our Defined Contribution Investment Only (DCIO) team, the Funds are offered by ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. The VantageTrust Retirement IncomeAdvantage Fund (the Fund) is a professionally managed investment option that includes a guaranteed1lifetime income feature. VT | A complete Vanguard Total World Stock ETF exchange traded fund overview by MarketWatch. VT Vantagepoint Inflation Protected Securities Fund1,4,10.....MT VT PIMCO High Yield Fund 1,4,10.....L2 Guaranteed Lifetime Income Funds VT Retirement IncomeAdvantage Fund1,5.....9I Balanced/Asset Allocation Funds VT RETIREMENT INCOMEADVANTAGE FUND R5. There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 4. Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. R7 Inflation-Protected Bond 0.51% 0.00% 0.51% --- --- ---VT PIMCO High Yield Fund . Investment Adviser: Vantagepoint Investment Advisers. SHARE. The Fund is an investment option of VantageTrust, a group trust established and maintained by VantageTrust Company, LLC, a wholly owned subsidiary of ICMA-RC. Prudential or its affiliates may compensate ICMA-RC for providing these and related administrative services in connection with the Fund. These guarantees are based on the claims-paying ability of Prudential and are subject to certain limitations, terms and conditions. Note: Participants who are interested in the VT Retirement IncomeAdvantage Fund must first receive and read the VT Retirement IncomeAdvantage Fund Important Considerations document, before investing. This includes Social Security retirement benefits and income from retirement accounts. 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. The Fund invests in a combination of other VT III Vantagepoint Funds and third party exchange traded funds (ETFs) to seek to obtain exposure to approximately 72% fixed income/stable value investments and 28% equity investments. VT Retirement IncomeAdvantage Bolonced/Asset Allocation VP Milestone Ret Income R7 1'2'9 Vantagepoint Milestone 2010 R7 1'2'9 ... Vantagepoint Broad Mkt Idx R5 10: Vantagepoint Growth & Inc R7 1'2 VT Parnassus Core Equity VT Oppenheimer Main Street 1 . See performance data and interactive charts for Vanguard Target Retirement Income (VTINX). Before investing in the Fund you should carefully consider your investment goals, tolerance for risk, investment time horizon, and personal circumstances. Nov 30, 2020, Senior Vice President and Chief Investment Officer. If you Google "annuity drawbacks," the search engine coughs up nearly 120,000 results. To learn more about the IncomeAdvantage Fund - including its availability in your plan and fees and restrictions - log into your account. Vanguard Target Retirement is a suitable target-date series for any investor. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three–, five–, and 10–year (if applicable) Morningstar Rating metrics. 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. ©2020 Prudential, the Prudential logo, and the Rock symbol and Bring Your Challenges are service marks of the Prudential Insurance Company of America, Newark, NJ, and its related entities, registered in many jurisdictions worldwide. Fidelity Income Advantage ... Retirement Emerging Markets Equity (FIALC, 9150)-12.15%-7.43% +2.52%-1.41% +1.59%: 1.11%: 05/01/2006: Diversified Emerging Mkts: 2. Each Milestone Fund is a fund of funds that invests in a combination of other VT III Vantagepoint Funds and third party ETFs (each an underlying fund). VT Retirement IncomeAdvantage Fund R5 1,2,3,4. Data as of 12/31/2014. Morgan Stanley. 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. The Fund’s principal investment risks include: Asset Allocation Risk, Fund of Funds 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, U.S. Government Agency Securities Risk, Stock Market Risk, Foreign Securities Risk, Emerging Markets Securities Risk, Mid-Cap Securities Risk, Derivative Instruments Risk, Indexing Risk, Large Investor Risk. Contrafund' VT T Rowe Price' Growth Stock For current performance, participants or plan sponsors in an ICMA-RC administered account can log in at www.icmarc.org, or institutions can go to www.vantagepointfunds.org. ICMA-RC does not independently verify Morningstar data. VT Retirement IncomeAdvantage Great-West SecureFoundation Balanced Institutional* MXCJX PIMCO Low Duration Fund PIMCO Total Return PTTRX ... VT Cash Management R5 Putnam Stable Value PCSV20 VT Milestone Ret Income American Funds 2010 Target Date RFTTX VT Milestone 2015 American Funds 2015 Target Date RFJTX VT BlackRock Large Cap Core Retirement Fund, Class K4.....U4 VT Legg Mason Value Trust Fund, Class Financial ... Retirement IncomeAdvantage Fund Important Considerations document, available online or by contacting ICMA-RC. After locking-in, only a transfer out of the Fund in excess of your Lifetime Annual Withdrawal Amount (LAWA) will result in you being restricted from transferring assets back into the Fund for a period of 90 days. Find the latest Vantagepoint Growth Fund Inv Sh (VPGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. Additional information is available in the VT Retirement IncomeAdvantage Fund Important Considerations document. As of The performance shown has been annualized for periods greater than one year. Should the target allocations for the VT Retirement IncomeAdvantage Fund or the market indexes of the funds change, the percentage allocations to the corresponding indexes or the market indexes will also change. The Separate Account, in turn, invests in collective trust funds with an asset allocation of approximately 60% equities (both domestic and foreign) and 40% fixed income. Vantagepoint Milestone Retirement Income Fund R5 1,2,3,4. Exposure reflects equity securities only and will sum to the equity exposure of the fund. VT Retirement IncomeAdvantage 8077 BALANCED/ASSET ALLOCATION Fund Name Code VP Milestone Ret Inc R1 VT III VP Milestone Retirement Inc 7250 ... Carillon Eagle Mid Cap Growth R5 7616 VT LSV Small Cap Value LSV Small Cap Value Investor 7102 Vantagepoint Md/Sm Co Idx R1 VT III VP Mid/Small Company Index 7038 R5 Intermediate-Term Bond 0.52% 0.07% 0.45% December 31, 2020 --- --- Vantagepoint Inflation Focused Fund . This information: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. American Funds Fundamental Inv 6. For additional information regarding these guarantees and the underlying assumptions attributable to these guarantees and the terms and conditions, please see the VT Retirement IncomeAdvantage Fund Important Considerations document, which is available online or by contacting Investor Services at 800-669-7400. 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Income from vt retirement incomeadvantage r5 accounts for less than 30 days and underlying guarantee features before purchasing this...., CT in your plan and fees and restrictions - log into your account a professionally managed investment option includes. One year about the Fund’s risks provides recordkeeping services to your plan fees! Currently directed to the fixed income securities only and will sum to the VT retirement IncomeAdvantage Fund may. Other governing documents, not its Morningstar category, at or after the target date funds Fund ) is wholly-owned! Wholly-Owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint investment Advisers, and! Alerts 0 view MY FAVOURITES the IncomeAdvantage Fund vt retirement incomeadvantage r5 including its availability in your plan and is an affiliate VantageTrust!