Morningstar

1290 Funds Mutual Funds

View all of 1290 Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

1290 Funds Funds List

Share Class Type

1 to 25 of 34 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
1290 Loomis Sayles Multi-Asset Income ATNXAXModerately Conservative Allocation9.53%401.070%Above AverageFront Load$1,000
1290 Loomis Sayles Multi-Asset Income ITNVDXModerately Conservative Allocation9.75%300.820%Above AverageInstitutional$1.0 Mil
1290 Loomis Sayles Multi-Asset Income RTNYRXModerately Conservative Allocation9.33%481.320%HighRetirement, Medium$0
1290 High Yield Bond ITNHIXHigh Yield Bond—7.92%260.750%Above AverageInstitutional$1.0 Mil
1290 High Yield Bond TTNHCXHigh Yield Bond—7.93%261.000%AverageFront Load$1,000
1290 GAMCO Small/Mid Cap Value ATNVAXSmall Value8.44%391.200%Below AverageFront Load$1,000
1290 GAMCO Small/Mid Cap Value ITNVIXSmall Value8.65%360.950%AverageInstitutional$1.0 Mil
1290 GAMCO Small/Mid Cap Value RTNVRXSmall Value8.23%401.450%AverageRetirement, Medium$0
1290 GAMCO Small/Mid Cap Value TTNVCXSmall Value8.64%361.200%Below AverageFront Load$1,000
1290 High Yield Bond ATNHAXHigh Yield Bond—7.71%341.000%AverageFront Load$1,000
1290 High Yield Bond RTNHRXHigh Yield Bond—7.52%401.250%Above AverageRetirement, Medium$0
1290 Retirement 2025 ITNJIXTarget-Date 202510.29%550.650%HighInstitutional$1.0 Mil
1290 SmartBeta Equity ATNBAXGlobal Large-Stock Blend17.59%201.100%Below AverageFront Load$1,000
1290 SmartBeta Equity ITNBIXGlobal Large-Stock Blend17.81%180.850%AverageInstitutional$1.0 Mil
1290 SmartBeta Equity RTNBRXGlobal Large-Stock Blend17.36%241.350%AverageRetirement, Medium$0
1290 SmartBeta Equity TTNBCXGlobal Large-Stock Blend17.81%181.100%Below AverageFront Load$1,000
1290 Avantis U.S. Large Cap Growth ATNRAXLarge Growth22.18%440.900%Below AverageFront Load$1,000
1290 Avantis U.S. Large Cap Growth ITNXIXLarge Growth22.42%420.650%Below AverageInstitutional$1.0 Mil
1290 Diversified Bond ATNUAXIntermediate Core-Plus Bond—3.87%990.750%Below AverageFront Load$1,000
1290 Diversified Bond ITNUIXIntermediate Core-Plus Bond—4.07%970.500%Above AverageInstitutional$1.0 Mil
1290 Diversified Bond RTNURXIntermediate Core-Plus Bond—3.68%1001.000%AverageRetirement, Medium$0
1290 Multi-Alternative Strategies ATNMAXMultistrategy10.40%121.550%Below AverageFront Load$1,000
1290 Multi-Alternative Strategies ITNMIXMultistrategy10.61%81.300%Below AverageInstitutional$1.0 Mil
1290 Multi-Alternative Strategies RTNMRXMultistrategy10.19%131.800%Above AverageRetirement, Medium$0
1290 Retirement 2020 ITNIIXTarget-Date 20209.12%800.650%HighInstitutional$1.0 Mil

1290 Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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