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Nasdaq - Delayed Quote USD

Nuveen Inflation Link Bd R (TIKRX)

10.91
-0.04
(-0.37%)
At close: April 4 at 8:04:01 PM EDT

Fund Summary

The fund invests at least 80% of its assets in fixed-income securities whose principal value increases or decreases based on changes in the Consumer Price Index for All Urban Consumers ("CPI-U"), over the life of the security. Typically, it will invest in U.S. Treasury Inflation-Indexed Securities ("TIIS"). Under most circumstances, the fund's investments in inflation-linked bonds of foreign issuers are generally less than 20% of its assets.

Nuveen Inflation Link Bd R

New York NY 10017
730 Third Ave.

Fund Overview

Category Short-Term Inflation-Protected Bond
Fund Family Nuveen
Net Assets 2.96B
YTD Return 3.80%
Yield 3.49%
Morningstar Rating
Inception Date Mar 31, 2006

Fund Operations

Last Dividend 0.08
Last Cap Gain -6.00
Holdings Turnover 30.00%
Average for Category --

Fees & Expenses

Expense TIKRX Category Average
Annual Report Expense Ratio (net) 0.51% 0.53%
Prospectus Net Expense Ratio 0.51% --
Prospectus Gross Expense Ratio 0.51% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Peter L. Agrimson, Lead Manager since March 21, 2023
Peter Agrimson, CFA, Portfolio Manager. Mr. Agrimson joined Nuveen in 2008 and is the lead manager of the Short Duration Multi Sector strategy and is a member of the Securitized Debt Sector Team. Prior to his current role, he was a member of the securitized debt sector team, responsible for trading mortgage-backed securities, asset-backed securities and commercial mortgage-backed securities. Peter also performed credit analysis and surveillance for the firm’s mortgage backed securities and asset-backed securities portfolios. Before joining the firm in 2008, he served as credit analyst at Long Lake Partners, LLC, where he performed credit analysis for the company’s structured products portfolio. Peter graduated with a B.S. in Finance from Northern Illinois University. He holds the CFA® designation and is a member of the CFA® Institute.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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