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Morningstar

1290 Retirement 2060 I TNXIX

Morningstar Medalist Rating
Medalist Rating as of | See 1290 Funds Investment Hub
  • NAV / 1-Day Return 13.04  /  0.52 %
  • Total Assets 6.0 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.06%
  • Turnover 8%

USD | NAV as of Jun 01, 2023 | 1-Day Return as of Jun 01, 2023, 1:31 AM GMT+0

Morningstar’s Analysis TNXIX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

An average Process Pillar and a subpar Parent Pillar help limit 1290 Retirement 2060 I to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TNXIX

More TNXIX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 15
  • % Assets in Top 10 Holdings 94.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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