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Nasdaq - Delayed Quote USD

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

16.38
+0.31
+(1.93%)
At close: April 11 at 8:02:17 PM EDT

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.17%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return -13.55%
5y Average Return 10.75%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
TNXIXCategory AverageTNXIXCategory AverageTNXIXCategory Average
Alpha -1.74 0.03 -2.4 0.04 -- 0.01
BETA 0.88 0.01 0.85 0.01 -- 0.01
Mean Annual Return 0.65 0.02 1.15 0.02 -- 0.01
R-squared 90.67 0.89 92.07 0.87 -- 0.87
Standard Deviation 15.98 0.2 14.92 0.16 -- 0.15
Sharpe Ratio 0.2 0.01 0.74 0.01 -- 0.01
Treynor Ratio 2.37 0.21 12.55 0.21 -- 0.15

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