Wayne Wicker, CFA®
Senior Vice President and Chief Investment Officer
Rick Rudolph, CFA®
As COVID-19 vaccines get distributed and the country continues to reopen, the tone surrounding the economic recovery is increasingly optimistic. However, structural issues in the labor market may serve to dampen growth compared to current expectations.
Third Quarter Fixed Income Market Overview and Outlook
There was hope we would build on the progress made in the second quarter when real GDP growth came inRead Now
Third Quarter Equity Market Overview and Outlook
Global equity market conditions remained highly volatile in the third quarter as investor sentiment was swayed by conflicting top-down economicRead Now
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The information contained on this website is for informational purposes only and is not intended as a solicitation nor does it constitute investment, tax or legal advice. Reference to any fund or asset class on this site is not a recommendation to buy, sell, or hold that fund or asset class. MissionSquare Retirement and its affiliates are not responsible for any investment action taken as a result of the information on this website or interpretation of such information.
Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing.
Past performance is no guarantee of future results. Investment return and principal value will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher.
When Funds are marketed to institutional clients by our Investment Only (IO) team, the Funds are offered by MissionSquare Investment Services, an SEC registered broker-dealer and FINRA member firm. MissionSquare Investment Services is a wholly owned subsidiary of MissionSquare Retirement and is an affiliate of VantageTrust Company, LLC and MissionSquare Investments. View more information about MissionSquare Investment Services: FINRA’s BrokerCheck.
1MissionSquare Funds are collective investment trust funds (CITs) established and maintained by VantageTrust Company, LLC (VTC), a wholly owned subsidiary of MissionSquare Retirement, a New Hampshire non-depository trust company, and the sole trustee of these CITs. Eligible retirement plans may invest in the MissionSquare Funds, which are funds of VantageTrust. MissionSquare Retirement’s wholly owned subsidiary, MissionSquare Investments, provides investment advisory and management services to VTC with respect to the MissionSquare Funds. Certain of the MissionSquare Funds invest in other funds managed and administered by MissionSquare Retirement or MissionSquare Investments. In those instances, MissionSquare Retirement and MissionSquare Investments receive asset-based fees from such underlying funds in addition to the asset-based fees received from the MissionSquare Fund that is available for direct investment. Please see MissionSquare Investment’s Form ADV, available at www.adviserinfo.sec.gov, for more information.
2Class R and Class S MissionSquare Funds invest in underlying MissionSquare Class M Funds that have the same investment objective and strategies. Prior to October 2016, each Class R or Class S MissionSquare Fund invested in a registered Vantagepoint Fund mutual fund that had the same investment objective and strategies. In October 2016, the Vantagepoint Fund mutual funds were liquidated and the assets were transferred to the MissionSquare Funds Class M (formerly known as VT III Vantagepoint Funds). In the event that a subadvisor to a MissionSquare Fund was also a subadvisor to the Vantagepoint Fund that preceded it, the average subadviser tenure with the MissionSquare Fund is calculated using both time periods.