Laserfiche WebLink
<br />MUNt(MAKKITHJNU <br /> <br />MONEY MARKET FUND <br />Type of Investment Portfolio: Money marker and a <br />variety of shorr-rerm. fixed income securiries <br />Historical Volatility: Low <br /> <br />BOND FUNDS <br /> <br />SHORT. TERM BOND FUND <br />Morningstar Category: Shorr-Term Bond <br />Type of Investment Portfolio: A diversified <br />portfolio of deb! securiries payable primarily in U.S. <br />dollars and by normally maintaining an average <br />portfolio maturiry berween one and rhree years <br />Historical Volatility: Low; NAV stablized by <br />wrapper agreements <br /> <br />CORE BOND INDEX FUND <br />Morningstar Category: Intermediare-Term Bond <br />Type of Investment Portfolio: Bonds are chosen ro <br />replicate the characrerisrics of rhe Lehman Brothers <br />Aggregate Bond Index <br />Historical Volatility: Moderate; subject ro changes <br />in interest rates <br /> <br />US GOVERNMENT SECURITIES FUND <br />Moming3tar Category: Intermediate Government <br />Type of Investment Portfolio: U.S. Treasury and <br />agency securities <br />Historical Volatility: Low ro moderate; subject to <br />changes in interest rates <br /> <br />BALANCED FUNDS <br /> <br />ASSET ALLOCATION FUND <br />Morningstar Category: Moderate Allocation <br />Type of Investment Portfolio: Srocks, bonds, and <br />cash in proporrions determined by the subadviser's <br />assessment of market conditions <br />Historical Volatility: Moderate <br /> <br />MILESTONE FUNDS <br /> <br />The eight Milestone Funds seek a different degree of <br />potential risk and return by diversifying among <br />various Vantagepoint Funds in differing allocations. <br />These funds are designed to allow invesrors ro select <br />one fund that offers asset allocation, fund selection, <br />and rebalancing appropriate for their respective time <br />period of invesrment. <br /> <br />U~S-:-STOCnUNDS <br /> <br />EQUITY INCOME FUND <br />Morningstar Category: Large Value <br />Type of Investment Portfolio: Common stocks of <br />wcll-establishcd companics thar pay dividends <br />Historical Volatility: Modcrare <br /> <br />500 STOCK INDEX FUND <br />Morningstar Category: Carge Blcnd <br />Type of Investment Portfolio: Stocks arc chosen ro <br />fully rcplicare the Srandard & Poor's 500 Index <br />Historical Volatility: Moderate <br /> <br />GROWTH & INCOME FUND <br />Morningstar Category: Large Blend <br />Type of Investment Portfolio: Common stocks of <br />companies with rhe potential for capital appreciation <br />and secondarily, dividend-paying stocks <br />Historical Volatility: Average <br /> <br />BROAD MARKfT INDEX FUND <br />Morningstar Category: Large Blend <br />Type of Investment Portfolio: Srocks are choscn ro <br />replicate the characteristics of the DJ Wilshire 5000 <br />Index <br />Historical Volatility: Moderate ro above average <br /> <br />GROWTH FUND <br />Morningstar Category: Large Growth <br />Type of Investment Portfolio: Common srocks of <br />companies wirh above-average potential for growth <br />Historical Volatility: Above average <br /> <br />MID/SMALL COMPANY INDEX FUND <br />Morningstar Category: Mid-Cap Blend <br />Type of Investment Portfolio: Srocks are chosen ro <br />rcplicate the characrerisrics of the DJ Wilshire 4500 <br />Index <br />Historical Volatility: Significant <br /> <br />AGGRESSIVE OPPORTUNITIES FUND <br />Morningstar Category: Mid-Cap Growth <br />Type of Investment Portfolio: Primarily, common <br />stocks of small- to medium-sized U.S. and non-U.S. <br />growth companies that offer the opportunities for <br />higher capital appreciarion <br />Historical Volatility: Significant <br /> <br />INTERNATIONAL STOCK FUNDS <br /> <br />OVERSEAS EQUITY INDEX FUND <br />Momingstar Category: Foreign Large-Blend <br />Type of Investment Portfolio: Stocks are chosen to <br />replicare the characteristics of rhe Morgan Sranley <br />Capiral International EAFE Free Index <br />Historical Volatility: Significant <br /> <br />INTERNATIONAL FUND <br />Morning3tar Category: Foreign Large-Blend <br />Type of Investment Portfolio: Common stocks of <br />companies headquartered outside the United Srates <br />Historical Volatility: Significant <br /> <br />Data providrd by Morningstar. <br />Inc. @ All rights mavd. The <br />information contained herein; <br />(1) is proprinary to Morningstar <br />and/or its affiliaus; (2) may not <br />be copied or distribuud; (3) is not <br />warranted to be accurate, complnr or <br />timely. ICMA-RC does not <br />revirw the Morningstar Mta. <br />