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Morningstar

1290 Retirement 2030 I TNKIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.96  /  0.63 %
  • Total Assets 9.5 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.20%
  • Turnover 30%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 2:33 AM GMT+00:00

Morningstar’s Analysis TNKIX

Will TNKIX outperform in 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 TNKIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TNKIX 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 TNKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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1290 Retirement 2030 I earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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