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Milestone Funds Offer Easy One-Step Retirement Investing

The Vantagepoint Milestone Funds are designed to make retirement investing simpler by allowing investors to select a single diversified fund designed to meet their investment horizon. Each Milestone Fund invests in a professionally selected combination of Vantagepoint funds and reflects an increasingly conservative asset mix as the Fund approaches its target date, reducing the overall risk as the time remaining until withdrawals becomes shorter.

Which Milestone Fund Should I Choose?

Just pick the fund closest to the year you would like to retire and/or begin withdrawals from the eight available Milestone Funds. The asset allocation for the Funds is presented below. Please select the Fund to display its profile with more detailed information.

Retirement Income
60% fixed,  10% Multi-Strategy, 30% equity

Milestone 2010
56% fixed, 10% Multi-Stragegy, 34% equity
Milestone 2015
38% fixed, 10% Multi-Strategy, 52% equity
Milestone 2020
28% fixed, 10% Multi-Strategy, 62% equity
Milestone 2025
20% fixed, 10% Multi-Strategy, 70% equity
Milestone 2030
13% fixed, 9% Multi-Strategy,78% equity
Milestone 2035
11% fixed, 4% Multi-Strategy, 85% equity
Milestone 2040
10% fixed, 90% equity
Due to rounding, pie chart allocations may not equal 100%
    Fixed Income     Multi-Strategy     Equity

If you answer “Yes” to any of these three simple questions, you may be interested in investing in a Milestone Fund:

  1. Despite your best intentions, do you lack the time to manage the investment asset allocation mix in your retirement account?
  2. Do you want to make one simple fund selection now and have that fund professionally managed for you?
  3. Are you interested in a fund that is automatically reallocated to reflect an increasingly conservative asset mix as you grow older?

I Am Ready to Invest in a Milestone Fund, What Should I Do?

Investing in a Milestone Fund is easy:

  • Carefully read the Vantagepoint Funds Prospectus
  • Select the Milestone Fund closest to the year you would like to retire and/or begin withdrawals
  • Transfer existing account assets and change the allocation of your future contributions to your selected Milestone Fund through any one of the three following simple methods:
    • Log in to Account Access
    • Use our automated VantageLine (1-800-669-7400)
    • Call an ICMA-RC Investor Services representative (1-800-669-7400)
 
February 4, 2005