Morningstar

1290 Avantis U.S. Large Cap Growth Fund Class I TNXIX

Morningstar Medalist Rating
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Medalist Rating as of See 1290 Funds Investment Hub
  • NAV / 1-Day Return $23.58  /  +0.56 %
  • Fund Size $215.0M
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Limited
  • TTM Yield 0.04%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis TNXIX

Will TNXIX 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 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 Automated Analysis

Morningstar Automated Analysis

Summary

1290 Avantis U.S. Large Cap Growth I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TNXIX

More TNXIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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