1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund (TNRAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund
New York, NY 10104
1290 Avenue of the Americas
1290 Funds
(212) 554-1234
Management information
,Lead manager since 28 November 2023
Mr. Dubin, Associate Portfolio Manager, joined Avantis Investors in 2021. Prior to joining Avantis Investors, he served in investment management roles at Dimensional Fund Advisors from 2017 to 2021, including as an investment associate from 2020 to 2021 and as a portfolio management analyst from 2017 to 2020. He has a bachelor’s degree in business administration with a concentration in finance from the University of Michigan’s Ross School of Business.
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.
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
CategoryLarge Growth
Fund family1290 Funds
Net assets29.92M
YTD return12.62%
YieldN/A
Morningstar rating★★
Inception date29 Nov 2023
Fund operations
Last dividend0.03
Last cap gainN/A
Holdings turnover7.00%
Average for categoryN/A
Fees and expenses
ExpenseTNRAXCategory average
Annual report expense ratio (net)0.90%0.99%
Prospectus net expense ratio0.90%N/A
Prospectus gross expense ratio3.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.