About TNVDX
1290 Loomis Sayles Multi-Asset Income Fund Class I is an actively managed mutual fund designed to deliver income and total return through a diversified, multi-asset approach. The strategy allocates dynamically across income-generating equities, fixed income securities, and other instruments, including the use of derivatives to fine-tune exposure and risk. It adjusts allocations based on relative valuations, the stage of the economic cycle, and macroeconomic and sector fundamentals, aiming to balance consistent cash flow with capital appreciation. The fund sits within a moderately conservative allocation peer group, reflecting its blend of equity and bond exposures and a focus on downside-aware positioning. Key portfolio characteristics include broad sector reach across technology, communication services, consumer cyclicals, and government bonds, with active turnover supporting tactical shifts. The approach targets investors seeking a single, professionally managed solution for diversified income across global markets, integrating credit, duration, and equity-income sources within one vehicle. Institutional share class features and fee levels align with similarly distributed peers, underscoring its role as a core income-oriented allocation option.
Fund Family 1290 Funds
Category Allocation--30% to 50% Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol TNVDX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
TNVDX had a total return of 12.91% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.10%.
