1290 Diversified Bond Fund (TNURX.O)

At A Glance

You hold TNURX.O in 0 portfolios

Net Asset Value

10.62USD

 -0.02 -0.19%

09/24/2020

Category
General Domestic
YTD Return (Cumulative)
 6.77%
Classification
General Bond
5 Year Return (Annualized)
 5.33%
Manager Benchmark
Lipper Gen Bond Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since June, 2015 »

 TNURX.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 Date07/06/2015
Portfolio Turnover194%
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 Ratio1.00%
Max 12b-1 Fee Ratio0.5x
Early Redemption Fee--
Initial Investment$0
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to achieve maximum current income and total return over a full market cycle through opportunistic sector allocation. Under normal circumstances, the Fund will invest at least 80% of its net assets in a diversified portfolio of U.S. and foreign bonds or other debt securities of varying maturities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
36
Consistent Return
 
36
Capital Preservation
 
6053
Low Expense
 
28
Tax Efficiency (U.S. only)
 
36

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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