Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.52% 26.15M -- 34.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
7.044M 10.59% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The Fund allocates its assets to Underlying ETFs that invest primarily in non-traditional asset categories and strategies. The Fund invests its assets among the Underlying ETFs to achieve a diversified exposure across multiple non-traditional asset categories and strategies.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name 1290 Funds
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 25
-91.76M Peer Group Low
390.34M Peer Group High
1 Year
% Rank: 37
7.044M
-687.31M Peer Group Low
3.180B Peer Group High
3 Months
% Rank: 28
-211.79M Peer Group Low
752.21M Peer Group High
3 Years
% Rank: 45
-2.953B Peer Group Low
4.314B Peer Group High
6 Months
% Rank: 35
-410.33M Peer Group Low
2.290B Peer Group High
5 Years
% Rank: 51
-2.769B Peer Group Low
4.447B Peer Group High
YTD
% Rank: 37
-608.23M Peer Group Low
3.118B Peer Group High
10 Years
% Rank: 60
-3.818B Peer Group Low
6.723B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.34%
7.38%
4.28%
2.96%
-11.31%
5.05%
8.96%
12.77%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.69%
-5.41%
6.08%
9.47%
2.63%
0.22%
4.97%
6.58%
7.54%
-3.71%
7.35%
6.09%
5.92%
-4.96%
2.44%
-5.04%
14.70%
--
--
--
--
--
--
--
--
-2.36%
7.18%
7.03%
2.62%
-8.15%
2.61%
11.40%
8.17%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 1.18%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 13
Stock
Weighted Average PE Ratio 30.40
Weighted Average Price to Sales Ratio 6.481
Weighted Average Price to Book Ratio 9.787
Weighted Median ROE -194.1%
Weighted Median ROA -1.48%
ROI (TTM) -5.50%
Return on Investment (TTM) -5.50%
Earning Yield 0.0446
LT Debt / Shareholders Equity 0.9076
Number of Equity Holdings 0
Bond
Yield to Maturity (9-30-25) 0.22%
Effective Duration --
Average Coupon 1.69%
Calculated Average Quality 2.365
Effective Maturity 2.328
Nominal Maturity 2.328
Number of Bond Holdings 0
As of September 30, 2025

Growth Metrics

EPS Growth (1Y) 1.70%
EPS Growth (3Y) 8.09%
EPS Growth (5Y) 8.62%
Sales Growth (1Y) 5.96%
Sales Growth (3Y) 11.15%
Sales Growth (5Y) 11.26%
Sales per Share Growth (1Y) 3.08%
Sales per Share Growth (3Y) 7.91%
Operating Cash Flow - Growth Rate (3Y) 16.17%
As of September 30, 2025

Fund Details

Key Dates
Inception Date 7/6/2015
Last Annual Report Date 10/31/2024
Last Prospectus Date 3/1/2025
Share Classes
TNMIX Inst
TNMRX Retirement
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 14.10%
Stock 37.39%
Bond 46.07%
Convertible 0.00%
Preferred 0.00%
Other 2.44%
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Fees & Availability

Fees
Actual 12B-1 Fee 0.25%
Actual Management Fee --
Administration Fee 660.0%
Maximum Front Load 5.50%
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 50.00 None

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The Fund allocates its assets to Underlying ETFs that invest primarily in non-traditional asset categories and strategies. The Fund invests its assets among the Underlying ETFs to achieve a diversified exposure across multiple non-traditional asset categories and strategies.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name 1290 Funds
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 1.18%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 13
Stock
Weighted Average PE Ratio 30.40
Weighted Average Price to Sales Ratio 6.481
Weighted Average Price to Book Ratio 9.787
Weighted Median ROE -194.1%
Weighted Median ROA -1.48%
ROI (TTM) -5.50%
Return on Investment (TTM) -5.50%
Earning Yield 0.0446
LT Debt / Shareholders Equity 0.9076
Number of Equity Holdings 0
Bond
Yield to Maturity (9-30-25) 0.22%
Effective Duration --
Average Coupon 1.69%
Calculated Average Quality 2.365
Effective Maturity 2.328
Nominal Maturity 2.328
Number of Bond Holdings 0
As of September 30, 2025

Growth Metrics

EPS Growth (1Y) 1.70%
EPS Growth (3Y) 8.09%
EPS Growth (5Y) 8.62%
Sales Growth (1Y) 5.96%
Sales Growth (3Y) 11.15%
Sales Growth (5Y) 11.26%
Sales per Share Growth (1Y) 3.08%
Sales per Share Growth (3Y) 7.91%
Operating Cash Flow - Growth Rate (3Y) 16.17%
As of September 30, 2025

Fund Details

Key Dates
Inception Date 7/6/2015
Last Annual Report Date 10/31/2024
Last Prospectus Date 3/1/2025
Share Classes
TNMIX Inst
TNMRX Retirement
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:TNMAX", "name")
Broad Asset Class: =YCI("M:TNMAX", "broad_asset_class")
Broad Category: =YCI("M:TNMAX", "broad_category_group")
Prospectus Objective: =YCI("M:TNMAX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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