TNXIX – 1290 Avantis U.S. Large Cap Growth I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth of capital. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in securities of large capitalization U.S. companies. It invests primarily in common stocks issued by large capitalization U.S. companies. The fund seeks to invest in securities of growth companies commonly identified by their relatively low book/price ratio or by their membership in the Russell 1000® Growth Index and that the Sub‑Adviser expects to have higher returns. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TNXIX	1290 Avantis U.S. Large Cap Growth Fund Class I	Institutional	Limited	—		Feb 27, 2017	$213.90M	0.650%	Average	$1M	−$12.67M
TNRAX	1290 Avantis U.S. Large Cap Growth Fund Class A	Front Load	Open	—		Nov 30, 2023	$1.31M	0.900%	Below Average	$1,000	$372,022.10

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