Morningstar

Nuveen Short Duration and Impact Bond Fund I Class TSDHX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 9.56  /  +0.10 %
  • Total Assets 528.8M
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.91%
  • Effective Duration 1.73 years

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:10 AM GMT+0

Morningstar’s Analysis TSDHX

Will TSDHX outperform in the 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 TSDHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSDHX 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 TSDHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Short Duration and Impact Bond I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TSDHX

More TSDHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

10.02 46M
Government

United States Treasury Notes 1.25%

2.04 9M
Government

Sumitomo Mitsui Trust Bank Ltd. 2.8%

1.42 7M
Corporate

BPCE SA 2.045%

1.35 6M
Corporate

Kaiser Foundation Hospitals 3.15%

1.27 6M
Corporate

PNC Financial Services Group Inc. 1.15%

1.25 6M
Cash and Equivalents

Swedbank AB (publ) 1.538%

1.22 6M
Corporate

Fifth Third Bancorp 1.707%

1.21 6M
Corporate

International Development Association 0.75%

1.18 5M
Government

Metropolitan Life Global Funding I 4.4%

1.15 5M
Corporate

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