Morningstar

Nuveen Short Duration and Impact Bond Fund R6 Class TSDJX

Morningstar Medalist Rating
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Medalist Rating as of See Nuveen Investment Hub
  • NAV / 1-Day Return $9.60  /  +0.31 %
  • Fund Size $547.9M
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.340%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 3.96%
  • Average Effective Duration 1.80 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis TSDJX

Will TSDJX 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 TSDJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSDJX 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 TSDJX’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 R6 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 TSDJX

More TSDJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

9.53 46M
Government

United States Treasury Notes 1.25%

3.59 17M
Government

International Development Association 0.75%

1.69 8M
Government

Sumitomo Mitsui Trust Bank Ltd. 2.8%

1.35 7M
Corporate

BPCE SA 2.045%

1.28 6M
Corporate

USAA Capital Corp. 2.125%

1.24 6M
Corporate

Metropolitan Life Global Funding I 4.4%

1.22 6M
Corporate

Kaiser Foundation Hospitals 3.15%

1.21 6M
Corporate

Swedbank AB (publ) 1.538%

1.16 6M
Corporate

Welltower Inc. 2.7%

1.15 6M
Corporate

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