1290 Retirement 2055 Fund Class I (TNQIX)

Overview

The fund is designed to invest in a variety of asset classes by primarily focusing on exchange traded securities of other investment companies or investment vehicles, known as underlying ETFs. This strategy allows the fund to diversify its investment portfolio across various sectors and asset classes effectively. The fund is distinctive in its approach to risk management, choosing to allocate a portion of its equity investments in underlying ETFs that focus on equity securities exhibiting lower absolute volatility compared to the broader markets. This careful selection process aims to mitigate overall portfolio risk while seeking to achieve competitive returns.

Products and Services

• Investment in Underlying ETFs:

  This product targets investment vehicles known as Underlying ETFs, which themselves invest in a multitude of asset classes. This layer of investment allows for a broad diversification, reaching various market sectors and categories beyond direct investment capabilities. By pooling resources into a variety of underlying ETFs, investors are offered a comprehensive exposure across the financial markets.

• Focus on Lower Volatility Equity Securities:

  Within its equity allocations, the fund specifically seeks out underlying ETFs that prioritize equity securities with lower absolute volatility. This means the selected securities are likely to experience less dramatic shifts in market value than their broader market counterparts, aiming to provide a more stable investment option. This strategy is intended to lower the fund's overall risk profile while participating in potential equity market gains.