Morningstar

1290 SmartBeta Equity Fund Class R TNBRX

Morningstar Medalist Rating
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Medalist Rating as of See 1290 Funds Investment Hub
  • NAV / 1-Day Return $21.71  /  −0.00 %
  • Fund Size $299.3M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.34%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis TNBRX

Will TNBRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TNBRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TNBRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TNBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

1290 SmartBeta Equity R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings TNBRX

More TNBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.62 14M
Technology

Apple Inc

4.56 14M
Technology

Microsoft Corp

3.77 11M
Technology

Alphabet Inc Class A

3.28 10M
Communication Services

Amazon.com Inc

1.88 6M
Consumer Cyclical

Broadcom Inc

1.40 4M
Technology

Visa Inc Class A

1.38 4M
Financial Services

Mastercard Inc Class A

1.23 4M
Financial Services

Coca-Cola Co

1.14 3M
Consumer Defensive

Costco Wholesale Corp

1.12 3M
Consumer Defensive

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