Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.27% 27.49M -- 34.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
7.151M 15.05% 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
Equity Style --
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: 27
-105.97M Peer Group Low
394.51M Peer Group High
1 Year
% Rank: 38
7.151M
-667.53M Peer Group Low
3.431B Peer Group High
3 Months
% Rank: 26
-252.81M Peer Group Low
736.48M Peer Group High
3 Years
% Rank: 43
-2.722B Peer Group Low
4.606B Peer Group High
6 Months
% Rank: 33
-380.44M Peer Group Low
1.769B Peer Group High
5 Years
% Rank: 49
-2.517B Peer Group Low
4.760B Peer Group High
YTD
% Rank: --
-24.70M Peer Group Low
-24.70M Peer Group High
10 Years
% Rank: 64
-3.562B Peer Group Low
6.633B 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
2019
2020
2021
2022
2023
2024
2025
YTD
7.64%
4.52%
3.20%
-11.19%
5.43%
9.22%
13.49%
1.92%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.34%
2.01%
10.49%
-2.12%
1.29%
-0.53%
3.79%
9.66%
6.68%
2.43%
7.66%
6.51%
6.20%
-4.62%
2.73%
-4.72%
15.42%
2.02%
4.93%
-0.21%
4.96%
-0.56%
5.97%
7.60%
5.48%
-0.33%
7.69%
13.38%
-1.97%
-4.52%
5.25%
5.48%
3.03%
0.47%
As of January 12, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (1-9-26) 2.13%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 13
Stock
Weighted Average PE Ratio 31.31
Weighted Average Price to Sales Ratio 7.797
Weighted Average Price to Book Ratio 5.705
Weighted Median ROE 17.58%
Weighted Median ROA 5.98%
ROI (TTM) 9.81%
Return on Investment (TTM) 9.81%
Earning Yield 0.0444
LT Debt / Shareholders Equity 0.9054
Number of Equity Holdings 0
Bond
Yield to Maturity (11-30-25) 0.28%
Effective Duration --
Average Coupon 1.74%
Calculated Average Quality 2.433
Effective Maturity 2.398
Nominal Maturity 2.398
Number of Bond Holdings 0
As of November 30, 2025

Growth Metrics

EPS Growth (1Y) 20.82%
EPS Growth (3Y) 9.10%
EPS Growth (5Y) 7.86%
Sales Growth (1Y) 11.17%
Sales Growth (3Y) 10.27%
Sales Growth (5Y) 10.23%
Sales per Share Growth (1Y) 10.96%
Sales per Share Growth (3Y) 8.32%
Operating Cash Flow - Growth Rate (3Y) 13.03%
As of November 30, 2025

Fund Details

Key Dates
Inception Date 7/6/2015
Share Classes
TNMAX A
TNMRX Retirement
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 15.71%
Stock 37.70%
Bond 42.15%
Convertible 1.91%
Preferred 0.00%
Other 2.52%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee 29.07K%
Maximum Front Load --
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 1.00M None
Minimum Subsequent Investment 0.00 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
Equity Style --
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 (1-9-26) 2.13%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 13
Stock
Weighted Average PE Ratio 31.31
Weighted Average Price to Sales Ratio 7.797
Weighted Average Price to Book Ratio 5.705
Weighted Median ROE 17.58%
Weighted Median ROA 5.98%
ROI (TTM) 9.81%
Return on Investment (TTM) 9.81%
Earning Yield 0.0444
LT Debt / Shareholders Equity 0.9054
Number of Equity Holdings 0
Bond
Yield to Maturity (11-30-25) 0.28%
Effective Duration --
Average Coupon 1.74%
Calculated Average Quality 2.433
Effective Maturity 2.398
Nominal Maturity 2.398
Number of Bond Holdings 0
As of November 30, 2025

Growth Metrics

EPS Growth (1Y) 20.82%
EPS Growth (3Y) 9.10%
EPS Growth (5Y) 7.86%
Sales Growth (1Y) 11.17%
Sales Growth (3Y) 10.27%
Sales Growth (5Y) 10.23%
Sales per Share Growth (1Y) 10.96%
Sales per Share Growth (3Y) 8.32%
Operating Cash Flow - Growth Rate (3Y) 13.03%
As of November 30, 2025

Fund Details

Key Dates
Inception Date 7/6/2015
Share Classes
TNMAX A
TNMRX Retirement
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible 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:TNMIX", "name")
Broad Asset Class: =YCI("M:TNMIX", "broad_asset_class")
Broad Category: =YCI("M:TNMIX", "broad_category_group")
Prospectus Objective: =YCI("M:TNMIX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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