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 Mutual Funds List

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
1290 Essex Small Cap Growth Fund Class RESCKXSmall Growth
9.96%561.380%AverageRetirement, Medium$0
1290 Essex Small Cap Growth Fund Class IESCJXSmall Growth
10.37%540.880%Below AverageInstitutional$1M
1290 Essex Small Cap Growth Fund Class AESCFXSmall Growth
10.16%561.130%Below AverageFront Load$1,000
1290 High Yield Bond Fund Class ITNHIXHigh Yield Bond—−0.13%590.750%Above AverageInstitutional$1M
1290 Loomis Sayles Multi-Asset Income Fund Class ITNVDXModerately Conservative Allocation
3.34%630.800%Above AverageInstitutional$1M
1290 GAMCO Small/Mid Cap Value Fund Class ITNVIXSmall Value
11.26%760.950%AverageInstitutional$1M
1290 Loomis Sayles Multi-Asset Income Fund Class ATNXAXModerately Conservative Allocation
3.15%681.050%Above AverageFront Load$1,000
1290 GAMCO Small/Mid Cap Value Fund Class ATNVAXSmall Value
11.05%781.200%Below AverageFront Load$1,000
1290 GAMCO Small/Mid Cap Value Fund Class RTNVRXSmall Value
10.84%791.450%AverageRetirement, Medium$0
1290 SmartBeta Equity Fund Class ATNBAXGlobal Large-Stock Blend
4.76%861.100%Below AverageFront Load$1,000
1290 Multi-Alternative Strategies Fund Class ATNMAXMultistrategy
9.62%291.530%Below AverageFront Load$1,000
1290 High Yield Bond Fund Class RTNHRXHigh Yield Bond—−0.51%761.250%Above AverageRetirement, Medium$0
1290 High Yield Bond Fund Class ATNHAXHigh Yield Bond—−0.32%681.000%Above AverageFront Load$1,000
1290 Multi-Alternative Strategies Fund Class ITNMIXMultistrategy
9.82%281.280%Below AverageInstitutional$1M
1290 SmartBeta Equity Fund Class RTNBRXGlobal Large-Stock Blend
4.58%881.350%Above AverageRetirement, Medium$0
1290 SmartBeta Equity Fund Class ITNBIXGlobal Large-Stock Blend
4.96%830.850%AverageInstitutional$1M
1290 Loomis Sayles Multi-Asset Income Fund Class RTNYRXModerately Conservative Allocation
2.95%701.300%Above AverageRetirement, Medium$0
1290 Multi-Alternative Strategies Fund Class RTNMRXMultistrategy
9.41%311.780%AverageRetirement, Medium$0
1290 Diversified Bond Fund Class ATNUAXNontraditional Bond—0.93%390.750%LowFront Load$1,000
1290 Diversified Bond Fund Class ITNUIXNontraditional Bond—1.12%340.500%LowInstitutional$1M
1290 Diversified Bond Fund Class RTNURXNontraditional Bond—0.74%451.000%LowRetirement, Medium$0
1290 Avantis U.S. Large Cap Growth Fund Class ITNXIXLarge Growth—
10.03%460.650%AverageInstitutional$1M
1290 Avantis U.S. Large Cap Growth Fund Class ATNRAXLarge Growth—
9.82%480.900%Below AverageFront Load$1,000

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

  • 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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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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