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Equity funds
Fund Prospectus Summary Prospectus Statement of Additional Information Annual Report Semi-Annual Report 1st quarter holdings1 3rd quarter holdings1 N-PX
1290 Avantis® U.S. Large Cap Growth Fund Download Download Download Download Download Download Download Download
1290 Essex Small Cap Growth Fund Download Download Download Download Download Download Download Download
1290 GAMCO Small/Mid Cap Value Fund Download Download Download Download Download Download Download Download
1290 SmartBeta Equity Fund Download Download Download Download Download Download Download Download
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Fixed-income funds
Fund Prospectus Summary Prospectus Statement of Additional Information Annual Report Semi-Annual Report 1st quarter holdings1 3rd quarter holdings1 N-PX
1290 High Yield Bond Fund Download Download Download Download Download Download Download Download
1290 Diversified Bond Fund Download Download Download Download Download Download Download Download
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Allocation funds
Fund Prospectus Summary Prospectus Statement of Additional Information Annual Report Semi-Annual Report 1st quarter holdings1 3rd quarter holdings1 N-PX
1290 Retirement 2020 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2025 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2030 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2035 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2040 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2045 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2050 Fund Download Download Download Download Download Download Download Download
1290 Retirement 2055 Fund Download Download Download Download Download Download Download Download
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Multi-asset funds
Fund Prospectus Summary Prospectus Statement of Additional Information Annual Report Semi-Annual Report 1st quarter holdings1 3rd quarter holdings1 N-PX
1290 Loomis Sayles Multi-Asset Income Fund Download Download Download Download Download Download Download Download
1290 Multi-Alternative Strategies Fund Download Download Download Download Download Download Download Download
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1quarter holdings are based on the fiscal year

Applications & forms

Account applications Account Forms
A shares
I shares
R shares

Fund resources

EIM brochure
Fund Fact sheet Fund profile Q&A Quarterly commentary
Equity funds
1290 Avantis® U.S. Large Cap Growth Fund Download Download Download Download
1290 Essex Small Cap Growth Fund Download Download Download Download
1290 GAMCO Small/Mid Cap Value Fund Download Download Download Download
1290 SmartBeta Equity Fund Download Download Download Download
Fixed-income funds
1290 High Yield Bond Fund Download Download Download Download
1290 Diversified Bond Fund Download Download Download Download
Allocation funds
1290 Retirement Funds Download Download Download Download
Multi-Asset funds
1290 Loomis Sayles Multi-Asset Income Fund Download Download Download Download
1290 Multi-Alternative Strategies Fund Download Download Download Download
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Tax information

Fund Form 8937
Download

Capital Gains Estimates as of October 31, 2024 (rates per share)

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