1290 DoubleLine Dynamic Allocation Fund (TNVDX.O)

At A Glance

You hold TNVDX.O in 0 portfolios

Net Asset Value

11.49USD

 0.01 +0.09%

09/24/2020

Category
Mixed Equity
YTD Return (Cumulative)
 4.64%
Classification
Mix Tgt All Mod
5 Year Return (Annualized)
--
Manager Benchmark
Lipper M-A Tgt All Md IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since February, 2016 »

 TNVDX.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 Date03/07/2016
Portfolio Turnover63%
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 Ratio0.95%
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 to achieve total return from long-term capital appreciation and income. The Fund will invest in a diversified range of securities and other financial instruments. It will maintain a strategic allocation of 60% of its net assets to equity securities and 40% of its net assets to fixed income securities.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
529
Consistent Return
 
527
Capital Preservation
 
4607
Low Expense
 
289
Tax Efficiency (U.S. only)
 
529

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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