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Nuveen Green Bond Retirement (TGRMX)
9.05
-0.03
(-0.33%)
At close: May 2 at 8:02:16 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Generally, the fund's advisor intends to invest in bonds issued by both domestic and foreign issuers; including foreign issuers from emerging market countries. While the fund's investments will generally be denominated in U.S. dollars, the fund may also invest in non-dollar denominated instruments.
Nuveen Green Bond Retirement
New York NY 10017
730 Third Ave.
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Nuveen |
| Net Assets | 173.04M |
| YTD Return | 1.94% |
| Yield | 4.21% |
| Morningstar Rating | |
| Inception Date | Nov 16, 2018 |
Fund Operations
| Last Dividend | 0.09 |
| Last Cap Gain | -9.00 |
| Holdings Turnover | 62.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | TGRMX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.70% | 0.75% |
| Prospectus Net Expense Ratio | 0.70% | -- |
| Prospectus Gross Expense Ratio | 0.91% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 3.74% |
| Max Deferred Sales Load | -- | 1.41% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Stephen M. Liberatore, Lead Manager since November 16, 2018
Stephen M. Liberatore, CFA is a managing director and fixed-income portfolio manager for the TIAA-CREF Asset Management. Mr. Liberatore is the lead portfolio manager for the TIAA’s Socially Responsible Investment (SRI) fixed income mandates and holds responsibility for investment strategy and securities selection. He joined the TIAA-CREF Asset Management in 2004. Mr. Liberatore has rich industry experience, including positions at Nationwide Mutual Insurance Co. and Protective Life Corporation, where he was responsible for portfolio management, credit research and trading for both total return and liability-driven assets. Mr. Liberatore holds a B.S. from the State University of New York at Buffalo and an MBA in finance and operations from Wake Forest University’s Babcock Graduate School of Management. He also earned the Chartered Financial Analyst designation and is a member of the CFA Society North Carolina and the CFA Institute. Mr. Liberatore is considered a subject matter expert on the management of total return SRI fixed-income portfolios, and he frequently presents at both SRI and fixed-income conferences. His views on developments in these areas have been featured in numerous industry publications. Mr. Liberatore is a member of the initial executive committee of the Green Bond Principles and the CERES Green Bond Working Group. Morningstar Style Box
Morningstar Style Box Information Not Available
Morningstar Category
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