Singapore markets open in 4 hours 13 minutes

1290 Funds - 1290 Retirement 2055 Fund (TNQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.60+0.04 (+0.27%)
At close: 08:00PM EDT

1290 Funds - 1290 Retirement 2055 Fund

New York, NY 10104

1290 Avenue of the Americas

1290 Funds

(212) 554-1234
Management information
,Lead manager since 28 February 2019
Kevin McCarthy has been a Director of AXA Equitable since December 2018. Mr. McCarthy joined AXA Equitable in August 2015 as a Lead Manager. His responsibilities include portfolio analysis, portfolio evaluation, rebalancing and fund selection with respect to the Fund-of-Funds Portfolios. Previously, he was a Senior Quantitative Analysts at Aviva Investors, a Risk Analyst at Kenmar Olympia Group, and a Quantitative Researcher at Tremont Capital Management. Mr. McCarthy holds a BS in Economics from the State University of New York and an MBA focused in Finance from Baruch College.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryTarget-Date 2055
Fund family1290 Funds
Net assets7.46M
YTD return6.49%
Yield1.56%
Morningstar rating★★
Inception date26 Feb 2017

Fund operations

Last dividend0.23
Last cap gain9.00
Holdings turnover12.00%
Average for categoryN/A

Fees and expenses

ExpenseTNQIXCategory average
Annual report expense ratio (net)0.65%0.45%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio2.95%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.47%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A