Performance1
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Performance data quoted represents past performance. Past performance does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance data may be higher or lower than actual data quoted. For the most current month-end performance data please call (855) 379-9186.
One cannot invest directly in an index.
Returns for periods of less than one year are not annualized.
1Prior to November 29, 2023, the Fund was managed by EIM as a fund-of-funds under the name "1290 Retirement 2060 Fund" and pursued its investment objective through investments in underlying exchange-traded funds (ETFs). Performance information for periods prior to November 29, 2023 is that of the Fund when it had a different investment adviser, objective and strategy.
2The Class I shares inception date is Febuary 27, 2017. The Class A shares inception date is 11/29/2023. Maximum Offering Price (MOP) for Class A shares includes the Fund's maximum sales charge of 5.50%. Performance shown at NAV does not include these sales charges and would have been lower had it been taken into account.
3Russell 1000® Growth Index measures the performance of those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. It is market-capitalization weighted. Standard & Poor’s 500® Composite Stock Price Index ("S&P 500® Index") is a weighted index of common stocks of 500 leading companies in leading industries of the U.S. economy, capturing 75% coverage of U.S. equities. The index is capitalization weighted, thereby giving greater weight to companies with the largest market capitalizations.