1290 Retirement 2040 Fund (TNNIX.O)

At A Glance

You hold TNNIX.O in 0 portfolios

Net Asset Value

11.78USD

 0.02 +0.17%

09/24/2020

Category
Mixed Equity
YTD Return (Cumulative)
 -3.68%
Classification
Mixed-Asset Target 2040
5 Year Return (Annualized)
--
Manager Benchmark
Lipper M-A Tgt 2040 IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since January, 2017 »

 TNNIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family1290 Funds
Inception Date02/27/2017
Portfolio Turnover3%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
1290 Funds
1290 Avenue of the Americas
New York, NY 10104

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.65%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks the highest total return over time consistent with its asset mix while managing portfolio volatility by investing in exchange traded securities of other investment companies or investment vehicles (the Underlying ETFs). The Fund is managed to target 2040 as the specific year of planned retirement.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
192
Consistent Return
 
192
Capital Preservation
 
4607
Low Expense
 
138
Tax Efficiency (U.S. only)
 
192

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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