1290 Retirement is trading at 13.91 as of the 26th of February 2025; that is 0.64 percent decrease since the beginning of the trading day. The fund's open price was 14.0. 1290 Retirement has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests in exchange traded securities of other investment companies or investment vehicles , 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.. More on 1290 Retirement 2040
1290 Retirement 2040 [TNNIX] is traded in USA and was established 26th of February 2025. 1290 Retirement is listed under 1290 Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of 1290 Funds family. This fund at this time has accumulated 3.04 M in assets with minimum initial investment of 1000 K. 1290 Retirement 2040 is currently producing year-to-date (YTD) return of 3.23% with the current yeild of 0.02%, while the total return for the last 3 years was 5.64%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on 1290 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding 1290 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 1290 Retirement 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in 1290 Mutual Fund
1290 Retirement financial ratios help investors to determine whether 1290 Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in 1290 with respect to the benefits of owning 1290 Retirement security.