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Standard Plan Lineup

As part of our mission to serve public sector employers, both large and small, ICMA-RC developed the standard plan lineup which is now used by over 4,000 employers. This lineup was designed to offer public sector employees a comprehensive collection of investment choices when planning for their retirement. We, at ICMA-RC, are constantly working to ensure that this lineup achieves the goal we first established many years ago — to offer public sector employees quality investment choices to help them achieve retirement security.

To view the investments offered by your plan log into your account online or call Investor Services and request the Fund Option Sheet for your plan.

More information on the VantageTrust PLUS Fund

Information provided is as of December 31, 2011
Fund NameTicker SymbolMorningstar CategoryProspectus LinkInception Date
Stable Value/Cash Management Funds
VantageTrust PLUS FundN/AN/ACALL1/1/1991
VantageTrust Cash Management FundN/A N/A CALLN/A
Bond Funds
VT Vantagepoint Core Bond Index FundN/A N/A CALL4/5/1999
VT PIMCO Total Return FundN/A N/A CALL9/8/1994
VT Vantagepoint Inflation Protected Securities FundN/A N/A CALL3/1/1999
VT PIMCO High Yield FundN/A N/A CALL1/16/1995
Balanced/Asset Allocation Funds
VT Vantagepoint Milestone Retirement Income FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2010 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2015 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2020 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2025 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2030 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2035 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2040 FundN/A N/A CALL1/3/2005
VT Vantagepoint Milestone 2045 FundN/A N/A CALL1/4/2010
VT Vantagepoint Model Portfolio Savings Oriented FundN/A N/A CALL12/4/2000
VT Vantagepoint Model Portfolio Conservative Growth FundN/A N/A CALL12/4/2000
VT Vantagepoint Model Portfolio Traditional Growth FundN/A N/A CALL12/4/2000
VT Vantagepoint Model Portfolio Long-Term Growth FundN/A N/A CALL12/4/2000
VT Vantagepoint Model Portfolio All-Equity Growth FundN/A N/A CALL12/4/2000
VT Fidelity Puritan® FundN/A N/A CALL4/16/1947
U.S. Stock Funds
VT Vantagepoint Equity Income FundN/A N/A CALL3/1/1999
VT Eaton Vance Large-Cap Value FundN/A N/A CALL9/23/1931
VT Allianz NFJ Dividend Value FundN/A N/A CALL5/8/2000
VT Vantagepoint 500 Stock Index FundN/A N/A CALL4/5/1999
VT Vantagepoint Growth & Income FundN/A N/A CALL3/1/1999
VT Vantagepoint Broad Market Index FundN/A N/A CALL4/5/1999
VT Oppenheimer Main Street Fund, Class YN/A N/A CALL11/1/1996
VT Vantagepoint Growth FundN/A N/A CALL3/1/1999
Fidelity Contrafund® FundFCNTXLarge GrowthHTML5/17/1967
VT Calvert Equity PortfolioN/A N/A CALL8/24/1987
VT T Rowe Price® Growth Stock FundN/A N/A CALL12/31/2001
VT Invesco Global Real Estate Fund, Class YN/A N/A CALL10/3/2008
VT Vantagepoint Select Value FundN/A N/A CALL10/30/2007
VT Columbia Mid Cap Value FundN/A N/A CALL11/20/2001
VT Vantagepoint Mid/Small Company Index FundN/A N/A CALL4/5/1999
VT Royce Premier FundN/A N/A CALL9/3/2002
VT Vantagepoint Aggressive Opportunities FundN/A N/A CALL3/1/1999
VT Harbor Mid Cap Growth FundN/A N/A CALL11/1/2002
VT Vantagepoint Discovery FundN/A N/A CALL10/30/2007
VT T Rowe Price® Small Cap Value FundN/A N/A CALL3/31/2000
VT Royce Value Plus Fund, Class ServiceN/A N/A CALL6/14/2001
International/Global Stock Funds
VT Vantagepoint International FundN/A N/A CALL3/1/1999
VT Vantagepoint Overseas Equity Index FundN/A N/A CALL4/5/1999
VT Fidelity Diversified International FundN/A N/A CALL12/27/1991
VT Harbor International FundN/A N/A CALL11/1/2002

VantageTrust Funds Annual Report

 
August 18, 2005