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Morningstar

TIAA-CREF Core Plus Bond Instl TIBFX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 8.93  /  0.57 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 4.44%
  • Effective Duration 6.16 years

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:26 PM GMT+0

Morningstar’s Analysis TIBFX

Will TIBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIBFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TIBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TIBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager Retires From TIAA-CREF Core Plus Bond Fund; Ratings Unchanged

null Chiayi Tsui

Chiayi Tsui

Analyst Note

John Cerra has retired from his role as comanager of TIAA-CREF Core Plus Bond Fund, effective March 21, 2023. Lead manager Joseph Higgins as well as comanagers Kevin Lorenz and Anupam Damani remain in place on the strategy, while Nick Travaglino joins as a comanager.

by Chiayi Tsui
Published on

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Portfolio Holdings TIBFX

More TIBFX Holdings
  • Current Portfolio Date
  • Equity Holdings 4
  • Bond Holdings 1621
  • Other Holdings 49
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2.375%

2.45
107,066,432
Government

United States Treasury Bonds 3.875%

2.35
102,693,394
Government

United States Treasury Bonds 2.25%

1.90
82,913,208
Government

Federal National Mortgage Association 4.5%

1.43
62,396,961
Securitized

United States Treasury Bonds 3.625%

1.21
53,059,017
Government

United States Treasury Bonds 3.625%

1.21
52,745,749
Government

United States Treasury Bills 0%

1.18
51,763,125
Government

United States Treasury Notes 4%

1.13
49,608,984
Government

United States Treasury Notes 3.875%

1.05
45,841,929
Government

United States Treasury Notes 3.375%

1.03
45,121,566
Government