Wayne Wicker, CFA®
Senior Vice President and Chief Investment Officer
Jeffrey Canavan, CFA®
Director, Senior Fund Manager
Andy Kim, CFA®
Director, Senior Fund Manager
Equities began the quarter with a strong rally, endured a mid-quarter sell-off, and finished with respectable mid-single-digit gains.
Second Quarter Fixed Income Market Overview and Outlook
The reopening recovery of the U.S. economy is well underway and is showing improvement in a wide variety ofRead Now
Second Quarter Equity Market Overview and Outlook
U.S. equities recorded another strong quarter of performance as the economic reopening continued to gain steam. The S&PRead 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 ICMA-RC Services, LLC (RC Services), an SEC registered broker-dealer and FINRA member firm. RC Services is a wholly-owned subsidiary of MissionSquare Retirement and is an affiliate of VantageTrust Company, LLC and Vantagepoint Investment Advisers, LLC. View more information about RC Services: FINRA’s BrokerCheck.
1Vantagepoint Funds invest in a single VT III Vantagepoint Fund (VT III Funds). Vantagepoint Funds and VT III 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 Vantagepoint Funds, which are funds of VantageTrust. MissionSquare Retirement’s wholly owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by MissionSquare Retirement or VIA. MissionSquare Retirement and VIA receive asset-based fees from such underlying funds in addition to the asset-based fees it received from the Vantagepoint and VT III Funds. Please see VIA’s Form ADV, available at www.adviserinfo.sec.gov, for more information.
2Each Vantagepoint Fund invests in a VT III Vantagepoint Fund that has the same investment objective and strategies. Prior to October 2016, each Vantagepoint 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 VT III Vantagepoint Funds. In the event that a to the VT III Vantagepoint Funds was also a subadviser to the Vantagepoint Fund that preceded it, the average subadviser tenure with the VT III Vantagepoint Funds is calculated using both time periods.