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1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund (TNXIX)

15.26
-0.92
(-5.69%)
At close: April 4 at 8:02:17 PM EDT
Loading Chart for TNXIX
  • Previous Close 16.18
  • YTD Return -9.05%
  • Expense Ratio 0.65%
  • Category Large Growth
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 163.93M
  • Beta (5Y Monthly) 0.88
  • Yield 0.09%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.02
  • Inception Date Nov 30, 2023

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.

1290 Funds

Fund Family

Large Growth

Fund Category

163.93M

Net Assets

2023-11-30

Inception Date

Performance Overview: TNXIX

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Trailing returns as of 4/3/2025. Category is Large Growth.

YTD Return

TNXIX
9.05%
Category
12.38%
 

1-Year Return

TNXIX
5.04%
Category
41.70%
 

3-Year Return

TNXIX
6.69%
Category
22.56%
 

5-Year Return

TNXIX
13.41%
Category
21.98%
 

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Holdings: TNXIX

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Sector Weightings

SectorTNXIX
Technology   42.66%
Industrials   6.32%
Healthcare   5.12%
Energy   2.17%
Utilities   0.41%
Real Estate   0.00%

Recent News: TNXIX

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Research Reports: TNXIX

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