Nasdaq - Delayed Quote USD

1290 SmartBeta Equity I (TNBIX)

19.23
+0.25
+(1.32%)
At close: 8:02:17 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities. It invests primarily in equity securities of U.S. companies and foreign companies in developed markets. The fund invests primarily in common stocks, but it also may invest in other equity securities such as preferred stocks, warrants, American Depositary Receipts and similar instruments.

Fund Overview

Category World Large-Stock Blend
Fund Family 1290 Funds
Net Assets 217.49M
YTD Return 1.31%
Yield 1.18%
Morningstar Rating
Inception Date Nov 12, 2014

Performance & Risk

YTD Return 1.95%
5y Average Return 13.35%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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