Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Morningstar places funds in certain categories based on the fund's historical portfolio holdings. Investment Adviser: Vantagepoint Investment Advisers. Search Now. The average is calculated and funds are assigned to a category by Morningstar. 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. VantagePoint EMI can provide trending context by using information from FactoryTalk Historian as well as third-party historians. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. 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 62% fixed income/stable value investments, 34% equity investments, and 4% multi … VantagePoint enables real estate professionals to identify market resources and access property data for local markets – all on a national scale. RC Services is a wholly-owned subsidiary of ICMA-RC and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. The address is 777 North Capitol North East, Suite 600, Washington, District of Columbia, 20002, United States The information contained herein: (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. 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. The average is calculated and funds are assigned to a category by Morningstar. 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. c. The Morningstar category represents the average return for a category of funds with similar investment objectives and strategies. Objective . 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. VantagePoint: Your national resource for real property research. The source for this information is Morningstar, Inc. The Fund's objective is to offer high long-term capital growth and modest current income. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Vantagepoint Funds and VT III Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of ICMA-RC, a New Hampshire non-depository trust company, and the sole trustee of these CITs. 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