Vantagepoint Aggressive Opportunities
Vantagepoint Funds 777 North Capitol St, NE,Ste 600 Washington, DC
Phone: 800-669-7400
| Category: | Mid-Cap Growth | | Fund Family: | Vantagepoint Funds | | Net Assets: | 967.02M | | Year-to-Date Return: | -3.57% | | Yield: | 0.21% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Feb-99 |
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G. Staley Cates
Lead Manager since
31-Jul-02 | | | Cates is president and portfolio manager with Southeastern Asset Management, his employer since 1986. Prior to joining the firm, he was a research associate with Morgan Keegan & Company. Cates holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks high long-term capital appreciation. The fund primarily invests in common stocks of small- to medium- capitalization U.S and foreign companies that are believed to offer the opportunity for high capital appreciation. It may also invest in debt instruments, preferred stock, foreign stocks and bonds, convertible securities and derivatives such as futures and options. |
| Last Dividend
(18-Dec-09):
| 0.02 | | Last Cap Gain
(16-Dec-08):
| 0.28 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 138.22% |
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| Expense | VPAOX | Category
Avg | | Total Expense Ratio: | 0.98%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$314 | $651 | | 5 Yr Expense Projection*: |
$544 | $1,030 | | 10 Yr Expense Projection*: |
$1,206 | $2,053 |
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0.13 (1.44%)
