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Nuveen Core Bond W (TBBWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.24-0.01 (-0.11%)
At close: 08:00PM EDT

Nuveen Core Bond W

New York NY 10017

730 Third Ave.

Tiaa-cref Funds

Management Information
Jason J. O'Brien,Lead Manager since December 30, 2019
Jason O’Brien, CFA , is a portfolio manager for Nuveen’s global fixed income team. He is the lead manager of the Nuveen Core and Public Funds strategies and is also a portfolio manager of the Short Duration Multi-Sector strategy. Previously, he oversaw the securitized debt sector team and is a member of the global fixed income strategy committee. He began working in the investment industry in 1993 when he joined the firm. Jason graduated with a B.A. in Finance from the University of St. Thomas. He holds the CFA® designation and is a member of the CFA® Institute and the CFA® Society of Minnesota.
Morningstar Style Box
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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.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyNuveen
Net Assets10.78B
YTD Return5.72%
Yield4.36%
Morningstar Rating★★★
Inception DateJun 30, 1999

Fund Operations

Last Dividend0.31
Last Cap Gain-15.00
Holdings Turnover62.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTBBWXCategory Average
Annual Report Expense Ratio (net)0.00%0.75%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.29%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A