1290 Retirement 2035 Fund Class I (TNLIX)

Overview

The fund is an investment entity that strategically allocates its resources across a diverse range of exchange-traded securities from various investment companies or vehicles, colloquially known as "underlying ETFs." These ETFs encompass a broad spectrum of asset classes, allowing for a diversified and robust investment portfolio. A significant focus of the fund's investment philosophy is to minimize risk associated with equity securities. This is achieved by investing in underlying ETFs that primarily engage with equity securities demonstrating lower absolute volatility compared to their respective broader markets. This approach underscores the fund's commitment to reducing risk while seeking stable returns across its equity investment spectrum.

Products and Services

• Investment in Underlying ETFs: The fund invests in a variety of exchange-traded funds (ETFs) which are operated by other investment companies. These ETFs cover diverse asset classes, providing a broad exposure to different market sectors. This strategy allows the fund to diversify its investment portfolio across a wide range of assets, reducing risk and potentially enhancing returns through strategic asset allocation.

• Focus on Low Volatility Equity Investments: A core component of the fund's strategy involves investing in ETFs that, in turn, concentrate on equity securities with lower absolute volatility. This means the fund targets investments that are less likely to experience wide fluctuations in value, compared to the broader market averages. By focusing on lower volatility equities through these underlying ETFs, the fund seeks to provide a more stable investment option for those concerned with market volatility.