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1290 Retirement 2020 Fund | TNIAXMutual Fund | |
| 1290 Funds | |
| Last update 2025-06-27 | 17 Stocks (0 new) |
| Value $1.00 Mil | Turnover 2 % |
1290 Retirement 2020 Fund Top Holdings of 2025-04-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 4,068 | 402.8 | 0% | 32.280 | 0% | 0.000 | +0.96% | +3.35% | 127,978.8 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 1,578 | 190.9 | +14.51% | 15.300 | +1.94% | 0.000 | +16.87% | +8.73% | 73,143.6 | ||
TIP | iShares TIPS Bond ETF | 990 | 109.4 | 0% | 8.770 | 0% | 0.000 | +0.94% | +4.66% | 13,745.7 | ||
BSV | Vanguard Short-Term Bond ETF | 1,294 | 101.9 | 0% | 8.170 | 0% | 0.000 | +0.96% | +3.28% | 38,388.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 910 | 71.6 | -2.15% | 5.740 | -0.12% | 0.000 | +11.47% | +23.35% | 146,914.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 691 | 64.0 | 0% | 5.120 | 0% | 0.000 | +3.89% | +6.74% | 23,877.3 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 866 | 63.1 | -2.26% | 5.050 | -0.12% | 0.000 | +2.92% | +6.44% | 7,664.3 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 1,200 | 59.5 | 0% | 4.770 | 0% | 0.000 | 0% | +1.44% | 66,058.4 | ||
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 1,310 | 48.0 | 0% | 3.840 | 0% | 0.000 | +3.77% | +5.22% | 24,996.6 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 446 | 36.8 | -6.30% | 2.950 | -0.18% | 0.000 | +5.99% | +21.79% | 5,476.5 |
1290 Retirement 2020 Fund's Historical Top Holdings Breakdowns
1290 Retirement 2020 Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-04-30 | Add Add | +1.94% | 108.12 ($124.1) 134.6 | $139.04 | 12.04% | Add 14.51% | 1,578 | 200 | |
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 2025-04-30 | Reduce Reduce | -0.18% | 72.41 ($77.1) 82.43 | $84.55 | 9.66% | Reduce -6.3% | 446 | -30 | |
IDLV |
Invesco S&P International Developed Low Volatility ETF
Invesco S&P International Developed Low Volatility ETF
| 2025-04-30 | Reduce Reduce | -0.14% | 28.17 ($30.04) 32.06 | $33.57 | 11.75% | Reduce -5.02% | 1,135 | -60 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-04-30 | Reduce Reduce | -0.12% | 67.83 ($75.69) 78.82 | $85.16 | 12.51% | Reduce -2.15% | 910 | -20 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-04-30 | Reduce Reduce | -0.12% | 68.13 ($72.66) 75.06 | $73.77 | 1.52% | Reduce -2.26% | 866 | -20 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-01-31 | Reduce Reduce | -25.73% | 95.85 ($97.61) 99.33 | $98.25 | 0.65% | Reduce -80.32% | 4,068 | -16,602 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-01-31 | Reduce Reduce | -12.44% | 125.05 ($131.13) 134.32 | $139.04 | 6.04% | Reduce -82.13% | 1,378 | -6,332 | |
TIP | iShares TIPS Bond ETF | 2025-01-31 | Reduce Reduce | -7.01% | 106.22 ($107.54) 108.87 | $109.63 | 1.94% | Reduce -80.59% | 990 | -4,110 | |
BSV | Vanguard Short-Term Bond ETF | 2025-01-31 | Reduce Reduce | -6.31% | 76.94 ($77.38) 77.78 | $78.33 | 1.22% | Reduce -79.94% | 1,294 | -5,156 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-01-31 | Reduce Reduce | -4.38% | 69.57 ($72.37) 74.82 | $85.16 | 17.67% | Reduce -80.21% | 930 | -3,770 |
1290 Retirement 2020 Fund Total Holding History ($B)
1290 Retirement 2020 Fund's Asset Allocation
1290 Retirement 2020 Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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1290 Retirement 2020 Fund's Hypothetical Growth since 2025-04-30
1290 Retirement 2020 Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
1290 Retirement 2020 Fund's Holdings Heat Map
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1290 Retirement 2020 Fund's Holdings Bubble Chart
1290 Retirement 2020 Fund News
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