1290 Smartbeta Equity Fund Quote
| TNBRX Fund | USD 19.72 0.07 0.36% |
Performance7 of 100
| Odds Of DistressLess than 20
|
1290 Smartbeta is trading at 19.72 as of the 23rd of November 2024; that is 0.36% increase since the beginning of the trading day. The fund's open price was 19.65. 1290 Smartbeta has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for 1290 Smartbeta Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of December 2022 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities. It invests primarily in equity securities of U.S. companies and foreign companies in developed markets. More on 1290 Smartbeta Equity
Moving together with 1290 Mutual Fund
1290 Mutual Fund Highlights
| Fund Concentration | 1290 Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, 1290 Funds, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
1290 Smartbeta Equity [TNBRX] is traded in USA and was established 23rd of November 2024. 1290 Smartbeta is listed under 1290 Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of 1290 Funds family. This fund at this time has accumulated 18.53 M in assets with no minimum investment requirements1290 Smartbeta Equity is currently producing year-to-date (YTD) return of 17.33% with the current yeild of 0.01%, while the total return for the last 3 years was 5.9%.
Check 1290 Smartbeta Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on 1290 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding 1290 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 1290 Smartbeta Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top 1290 Smartbeta Equity Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| DIS | Walt Disney | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NOC | Northrop Grumman | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology |
1290 Smartbeta Equity Risk Profiles
| Mean Deviation | 0.435 | |||
| Semi Deviation | 0.4213 | |||
| Standard Deviation | 0.5661 | |||
| Variance | 0.3205 |
1290 Smartbeta Against Markets
Other Information on Investing in 1290 Mutual Fund
1290 Smartbeta financial ratios help investors to determine whether 1290 Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in 1290 with respect to the benefits of owning 1290 Smartbeta security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |