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Morningstar

1290 Funds

1290 Funds Parent Rating

Low
Morningstar Manager Research

1290 Funds fails to meet industry-standard stewardship qualities, culminating in a Low Parent Pillar rating.

Aside from the overall view, the firm's portfolio managers have worked to align their interests with investors' by taking a personal stake and investing alongside them. Almost 19% of the firm’s assets are covered by invested managers. 1290 Funds management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating. The 1290 Funds three-year risk-adjusted success ratio stands out versus its peers. In particular, 62% of its products have survived and beaten their respective category median on a risk-adjusted basis over the past three years.

1290 Funds Investments

Mutual Funds

See All 1290 Funds Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.20 Bil

Investment Flows (TTM)

27.76 Mil

Asset Growth Rate (TTM)

2.50%

# of Share Classes

34
Morningstar Rating # of Share Classes
3
6
6
15
1
Not Rated 3
Name
Morningstar Rating Overall
5-Year Category Rank
1290 Loomis Sayles Multi-Asset Income A6
1290 Loomis Sayles Multi-Asset Income I5
1290 Loomis Sayles Multi-Asset Income R7
1290 SmartBeta Equity T31
1290 High Yield Bond T37
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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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