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1290 Funds - 1290 Retirement 2030 Fund (TNKIX)

12.80 +0.01 (+0.08%)
At close: 8:01 PM EST
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DELL
  • Previous Close 12.79
  • YTD Return 9.43%
  • Expense Ratio 0.65%
  • Category Target-Date 2030
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 12.62M
  • Beta (5Y Monthly) 0.93
  • Yield 1.80%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.23
  • Inception Date Feb 27, 2017

The fund invests in exchange traded securities of other investment companies or investment vehicles (the "underlying ETFs"), which represent a variety of asset classes. With respect to its allocation to equity securities, its investments in Underlying ETFs will include investments in Underlying ETFs that, in turn, invest substantially all of their assets in equity securities that have lower absolute volatility than the broader markets in which the ETF invests.

1290 Funds

Fund Family

Target-Date 2030

Fund Category

12.62M

Net Assets

2017-02-27

Inception Date

Performance Overview: TNKIX

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Trailing returns as of 11/6/2024. Category is Target-Date 2030.

YTD Return

TNKIX
9.43%
Category
7.97%
?

1-Year Return

TNKIX
21.16%
Category
25.53%
?

3-Year Return

TNKIX
2.26%
Category
11.28%
?

5-Year Return

TNKIX
5.31%
Category
10.98%
?

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Holdings: TNKIX

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Top 10 Holdings (89.47% of Total Assets)

SymbolCompany% Assets
AGG
iShares Core U.S. Aggregate Bond ETF 26.41%
ITOT
iShares Core S&P Total U.S. Stock Market ETF 21.50%
IEFA
iShares Core MSCI EAFE ETF 7.87%
SPLV
Invesco S&P 500 Low Volatility ETF 7.29%
USMV
iShares MSCI USA Min Vol Factor ETF 7.08%
TIP
iShares TIPS Bond ETF 5.41%
IDLV
Invesco S&P International Developed Low Volatility ETF 4.06%
EFAV
iShares MSCI EAFE Min Vol Factor ETF 4.03%
XMLV
Invesco S&P MidCap Low Volatility ETF 3.95%
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF 1.87%

Sector Weightings

Recent News: TNKIX

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Research Reports: TNKIX

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