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Nuveen Short Term Bond Index Retire (TESHX)

9.66
-0.02
(-0.21%)
At close: May 2 at 8:02:16 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • JP Morgan No Load
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests at least 80% of its assets in bonds within its benchmark and portfolio tracking index, the Bloomberg U.S. 1-3 Year Government/Credit Bond Index. It uses a sampling technique to create a portfolio that closely matches the overall investment characteristics of the index (for example, duration, sector diversification and credit quality) without investing in all of the securities in the index.

Fund Overview

Category Short-Term Bond
Fund Family Nuveen
Net Assets 2.35B
YTD Return 1.55%
Yield 4.09%
Morningstar Rating
Inception Date Dec 04, 2015

Performance & Risk

YTD Return 2.12%
5y Average Return 1.26%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.25
Morningstar Risk Rating

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