1290 Retirement 2060 Fund Quote
| TNXIX Fund | USD 17.22 0.05 0.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
1290 Retirement is trading at 17.22 as of the 21st of March 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 17.27. 1290 Retirement has about a 22 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of large capitalization U.S. companies. It invests primarily in common stocks issued by large capitalization U.S. companies. The fund seeks to invest in securities of growth companies commonly identified by their relatively low bookprice ratio or by their membership in the Russell 1000 Growth Index and that the Sub-Adviser expects to have higher returns. More on 1290 Retirement 2060
Moving together with 1290 Mutual Fund
Moving against 1290 Mutual Fund
1290 Mutual Fund Highlights
| Fund Concentration | 1290 Funds, Large Growth Funds, Large Growth, 1290 Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
1290 Retirement 2060 [TNXIX] is traded in USA and was established 21st of March 2025. 1290 Retirement is listed under 1290 Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of 1290 Funds family. This fund at this time has accumulated 3.05 M in assets with minimum initial investment of 1000 K. 1290 Retirement 2060 is currently producing year-to-date (YTD) return of 0.89% with the current yeild of 0.0%, while the total return for the last 3 years was 9.64%.
Check 1290 Retirement Probability Of Bankruptcy
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 2060 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.
Top 1290 Retirement 2060 Mutual Fund Constituents
| EFAV | iShares MSCI EAFE | Etf | Foreign Large Blend | |
| IDLV | Invesco SP International | Etf | Foreign Large Blend | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| ITOT | iShares Core SP | Etf | Large Blend | |
| SMLV | SPDR SSGA Small | Etf | Small Value | |
| SPLV | Invesco SP 500 | Etf | Large Value | |
| USMV | iShares MSCI USA | Etf | Large Blend |
1290 Retirement 2060 Risk Profiles
| Mean Deviation | 0.9845 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.61 | |||
| Risk Adjusted Performance | (0.11) |
1290 Retirement Against Markets
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.
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