TNBIX

About TNBIX

1290 SmartBeta Equity Fund Class I is a mutual fund designed to deliver long-term capital appreciation by investing primarily in equity securities of both U.S. and foreign companies from developed markets. This fund employs a smart beta strategy, integrating both quantitative and fundamental approaches to security selection. Utilizing proprietary computer-aided analysis, the fund filters for stocks while managing risks such as earnings quality and volatility, and employs a unique diversification methodology intended to reduce concentration risk across market capitalizations. By balancing large, mid, and small-cap equity exposure across various sectors, the fund seeks to combine the benefits of lower volatility strategies with those of fundamental-driven investing. It is particularly notable for its global diversification, aiming for above-market returns with lower overall volatility than traditional equity benchmarks such as the MSCI World Index. The fund's portfolio demonstrates a broad industry reach, with overweight positions in consumer defensive and financial services sectors, and serves as a strategic complement to traditional market-cap-weighted index funds in a diversified portfolio.