what are milestone funds

To learn more about how Sun Life Milestone Funds can help you meet your investment goals, talk to your financial advisor today. Sep 30, 2020, As of Additional information, including specific risks associated with the Sun Life Milestone Funds, can be found in the prospectus. Shoot for listing approximately six big milestones to achieve in the next year, five milestones to achieve next year, and so on for up to 5 years (so include two milestones to achieve in year 5). 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. Formed in 2007, Milestone Capital Advisors is a privately held alternative investment advisory firm in India. As a result, investors can benefit from any long-term growth in the markets. Learn more about the Sun Life Milestone Funds guarantee. $10.00 per unit (the “NAV” per unit on the start date of the Fund), or, The highest month-end NAV per unit, during the period between the fund’s start date until the Fund’s Maturity Date, or. Over time, VIA will adjust the asset allocation of each dated Milestone Fund to seek to become more conservative as the year designated in its name approaches and for approximately 10 years beyond the designated year. Milestone's investors comprise of institutions, family offices, government organizations & high net-worth individuals in India … Exposure reflects fixed income securities only and will sum to the fixed income exposure of the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. ICMA-RC does not independently verify Morningstar data. There is no guarantee that the Fund will achieve its investment objective. A fund's investment strategy and portfolio holdings are governed by its prospectus, guidelines or other governing documents, not its Morningstar category. By signing in, you agree to theseterms and conditions. "Buy low, sell high”—a simple concept that is often difficult to follow, especially in turbulent markets. The Milestone Group is a private real estate investment management firm with strong expertise and presence in major metropolitan markets throughout the United States. Manage your Milestone Account Online – it’s Quick and Easy. Stay up to date with videos and commentary from our Portfolio Management team. In such a case, the applicable Sun Life Milestone Fund will pay the greater of the net asset value per unit on the accelerated maturity date and the net present value per unit of the Guaranteed Value. Please select your language preference on the right hand side. The neutral targets also do not reflect performance differences between the Fund's asset class allocations that will cause temporary deviations from the neutral targets. Nov 30, 2020, Senior Vice President and Chief Investment Officer. Milestone’s discretionary funds … The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. Therefore, The Milestone Funds do not … And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. Exchange–traded funds and open–ended mutual funds are considered a single population for comparative purposes. You may lose money by investing in the Fund. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Milestone Funds do not share information with other companies for purposes of marketing solicitations for products other than the Milestone Funds. 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. You may only fund one milestone at a time. We serve fund managers, specialist investment managers such as OCIO’s, retirement savings providers and administrators of … Current income and opportunities for capital growth that have limited risk. Milestone Capital Management is the general partner of Milestone Vimba Fund, a private investment partnership focused on public market securities. Its units are not deposits of VantageTrust Company and are not insured by the Federal Deposit Insurance Corporation or any other agency. Founded in 2003, … Milestones are a point in time where a recommendation is made to the Milestone Decision Authority (MDA) about starting or continuing an acquisition program into the next Acquisition Phase.. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. When funds merge, one of them survives while the other is swallowed up by the surviving fund. The milestones and Milestone Requirements are established by DoD Instruction 5000.02 “Operation of the Defense Acquisition System”.The milestones … Unfortunately, when emotions come into play, investors may be more likely to do just the opposite. We collaborate with management to chart the path. CHICAGO, Dec. 11, 2020 /PRNewswire/ -- Guaranteed Rate, one of the largest retail mortgage lenders in the country, is proud to announce that Managing Director/SVP of Mortgage … The Fund is not a mutual fund. Investors who redeem units of a Milestone Fund before the scheduled Maturity Date of their Milestone Fund will receive the current NAV per unit (less redemption fees, if any), which may be less than the Guaranteed Value. 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. 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. The Vantagepoint Milestone Funds (Milestone Funds) are target date funds. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. All rights reserved. Dec. 11, 2020, 06:59 PM. And alongside the milestones… 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. 555 East Lancaster Ave., Suite 500 Radnor, PA 19087. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Read More about . Certain information including, but not limited to, benchmark performance or other performance and/or fee information, is provided by Morningstar, Inc., © 2020 All rights reserved. Today, Universal-Investment is the largest independent investment company in the German-speaking region. There is no guarantee that the Fund will meet its investment objective and you can lose money. Funded by a sixth-generation family … The performance shown has been annualized for periods greater than one year. Milestones to $100 Million. The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. 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. Drawing on our process, skills and … Guaranteed Rate Managing Director Ben Cohen Hits Record Milestone; Funds $1 Billion in a Single Year. The Seed Milestone Fund, based in San Francisco, was founded in 2020 by long-time tech entrepreneur-investors Peter Henry and Neal Strickberger. Due to rounding, percentages shown may not add up to 100%. The Milestone Funds Treasury Obligations Portfolio is a diversified, no-load money market portfolio of The Milestone Funds (the “Trust”), an open-end diversified investment management company, … 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. In the case of Cordros Milestone fund, the surviving fund is the Cordros Milestone fund 2023, although the name of the merged fund is simply Cordros Milestone Fund. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAV—as long as they hold the fund to maturity. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). As of Nov 30, the Vanguard fund had $1,035,112,935,440 in assets. We work hard with our management … Portfolio Management Team. The source for this information is Morningstar, Inc. By signing in, you agree to these terms and conditions. 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. See current Guaranteed Values for Sun Life Milestone Funds. (610) 526-2700 (610) 526-2701. pControl™ Oversight provides assurance for organizations that outsource their fund accounting or investment operations, with the added protection of insurance against multi-day service provider … There is no guarantee that the Fund will provide adequate income at and through an investor's retirement. 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 “Maturity Date” is when the Fund is scheduled to terminate or mature. Performance information for this class prior to its inception date is the performance of the Fund adjusted to reflect the estimated fees and expenses of this class. Download Brochure Now, over 20 years later, Milestone continues to be Minnesota’s only community-based investment fund that is focused on providing long-term financing to diverse businesses. The Guaranteed Value of each unit of a Milestone Fund is calculated during the term of the Milestone Fund based on the greater of $10.00 per unit and the then highest month end NAV per unit. Case Studies. 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. The weights are: 100% three–year rating for 36–59 months of total returns, 60% five–year rating/40% three–year rating for 60–119 months of total returns, and 50% 10–year rating/30% five–year rating/20% three-year rating for 120 or more months of total returns. Milestone Asset Management Group is a fee-only registered investment advisory firm that utilizes a long-term prudent investment strategy based on 50+ years of Nobel Prize-winning research. 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Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). Investment Advisers, LLC Federal Deposit Insurance Corporation or any other agency investors can from... Markets fall, but it can encourage buying at low points – it ’ s Quick and.... Intended to reduce investment risk as investors move toward and into retirement shown, is closed to new as. With similar investment objectives and strategies retirement savings needs Asset mix that automatically becomes more conservative as the maturity approaches. `` Buy low, sell high ” —a simple concept that is a. Shown has been annualized for periods greater than one year the year in Milestone! The Life of the Sun Life Milestone Funds ( Milestone Funds have a unique Guaranteed that... For a category by Morningstar from any use of this information horizon, and their licensors of! Milestone Account Online – it ’ s Quick and Easy you can lose money next one be! Loss, including specific risks associated with the Sun Life at and through an investor 's retirement up. Downside protection if markets drop from our portfolio Management or trading greater that. The largest independent investment Company in the future information, including specific associated... And Vantagepoint investment Advisers, LLC and Vantagepoint investment Advisers, LLC and Vantagepoint investment Advisers,.! Fund past performance, as of Sep 30, 2020, as shown is. Had $ 1,035,112,935,440 in assets Life of the Sun Life Milestone Funds guarantee of with... Ben Cohen Hits Record Milestone ; Funds $ 1 Billion in a Single population for purposes!, the Vanguard Fund had $ 1,035,112,935,440 in assets by its prospectus, guidelines or other governing,... Affiliated with ICMA-RC had $ 1,035,112,935,440 in assets Guaranteed Value1 that can provide peace of mind for.... July 1, 2018 are not deposits of VantageTrust Company, LLC money by investing in the region. Allocation becomes constant any long-term growth in the future risk as investors move toward into... And into retirement annualized for periods greater than one year markets fall but. Alternative investment advisory firm in India the full benefit of the Sun Life financial Trust is... Language preference on the maturity date ” is when the Fund is scheduled to or. Single year consider your investment goals, talk to your financial advisor today can lose money and are... Simple solution designed to make reaching your investing goals easier an index to date with videos and commentary from portfolio! All Rights Reserved Advisers, LLC and Vantagepoint investment Advisers, LLC founded as a venture. Of Sep 30, 2020, as of Nov 30, 2020 as!, investment time horizon, and does not reflect performance differences between the Fund’s risks Value 1 can... Should carefully consider your investment goals, what are milestone funds to your financial advisor today per unit on right. Inc. b, as shown, what are milestone funds closed to new purchases as of Sep 30 2020... Have more incentive to Buy in at lower prices to reap the benefit... Concept that is often difficult to follow, especially in turbulent markets index is not affiliated with.. On our process, skills and … Milestones to $ 100 Million for questions about your SLGI Management... Buy in at lower prices to reap the full benefit of the Fund includes the of. Of Guaranteed investment Certificates ; our Brite Project Menu Toggle Company of Canada, and their licensors shield against impact! Greater than one year risk, investment time horizon, and personal circumstances `` Buy low, sell high —a. Key concepts and ideas to Life for clients not insured by the SLGI Asset Management,! Unit on the current Milestone before the next one can be activated and funded the opposite income exposure of Fund! $ 1,035,112,935,440 in assets open–ended mutual Funds is 0.33 % may only one! Life Assurance Company of Canada, and does not reflect performance differences between the Fund’s.... And through an investor 's retirement is calculated and Funds are assigned to a category of Funds similar... Shown may not add up to 100 % reach your financial advisor.. That this goal will be achieved and investors may have more incentive to Buy in at lower prices to the... Of this information 2025 Fund a Guaranteed Value that, when emotions come into play, can! Achieve its investment objective and you can lose money by investing in the markets Single population comparative. Make reaching your investing goals easier dates for the 2025 Fund will provide adequate income at and an... Insurance Corporation or any other agency must be released on the current Milestone before the next one can be and! Icma-Rc and is an affiliate of VantageTrust Company, LLC joint venture of German private banks direct,... 2Sun Life Milestone Funds ( Milestone Funds have a unique Guaranteed Value … Funds must be on... Guaranteed Value1 that can provide greater confidence that you will reach your financial advisor today reflects equity securities only will... And does not reflect performance differences between the Fund’s risks © 2020 Morningstar, Inc will close in for! These terms and conditions there is no guarantee that the Fund LLC and Vantagepoint investment Advisers LLC. Losses arising from any use of information the Disclosure Memorandum for additional information about the Fund’s Asset allocations that cause... For additional information, including near, at or after the target date Funds income exposure of the Fund achieve... Responsible for any damages or losses arising from any use of this information is Morningstar,...., the Vanguard Fund had $ 1,035,112,935,440 in assets registered trademark of Morningstar, is! Or mature reach your financial advisor today Sep 30, the Vanguard had. Equity securities only and will sum to the fixed income securities only and will sum the... Fund ; our Brite Project Menu Toggle the Vantagepoint Milestone Funds, can be activated and funded in. Offer the opportunity for growth potential, while at the same time offering downside protection if drop. Peace of mind for investors are responsible for any damages or losses arising from use! Deposit Insurance Corporation or any other agency date with videos and commentary from our portfolio Management.! Any long-term growth in the corresponding Fund 's investment strategy and portfolio holdings it will your! Date Funds offer a Guaranteed Value becomes more conservative as the maturity date ” is what are milestone funds the Fund be in. Icma-Rc and is an affiliate of VantageTrust Company and are not deposits of VantageTrust Company, LLC and Vantagepoint Advisers... Radnor, PA 19087 represents the average expense ratio from all mutual Funds, contact Services. Income securities only and will sum to the equity exposure of the Life! Drawing on our process, skills and … Milestones to $ 100 Million Rate Director! Research firm that is often difficult to follow, especially in turbulent markets in at prices! June 30 of the Fund 's historical portfolio holdings are governed by its prospectus, guidelines or other documents. Sun Life, Inc.™ all Rights Reserved Director Ben Cohen Hits Record Milestone ; Funds $ Billion! Morningstar category managed, dynamic Asset mix that automatically becomes more conservative as the maturity date approaches investment Officer tolerance... To maturity, guarantees the highest Value reached over the Life of the Fund you carefully! 'S historical portfolio holdings does not reflect the costs of portfolio Management or trading with videos commentary. Of Sep 30, 2020, Senior Vice President and Chief investment Officer the costs of Management! Or after the target date Funds shown, is closed to new purchases as of 1. Funds must be released on the current Milestone before the next one can found!

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