Nuveen Short Duration and Impact Bond Fund R6 Class TSDJX

Morningstar Medalist Rating
  • NAV / 1-Day Return$9.57  /  −0.10%
  • Fund Size$572.7M
  • Adjusted Expense Ratio0.340%
  • Net Expense Ratio0.340%
  • Fee Level: DistributionBelow Average
  • Share Class TypeRetirement, Large
  • Morningstar CategoryShort-Term Bond
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield3.94%
  • Average Effective Duration1.75 yrs

Morningstar’s Analysis TSDJX

Will TSDJX outperform in the future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TSDJX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US TREASURY N/B 09/28 4.75

9.6751M
Government

United States Treasury Notes 1.25%

3.5019M
Government

Visa Inc 0.75%

1.8310M
Corporate

International Development Association 0.75%

1.558M
Government

Sumitomo Mitsui Trust Bank Ltd. 2.8%

1.247M
Corporate

BPCE SA 2.045%

1.186M
Corporate

Metropolitan Life Global Funding I 4.4%

1.166M
Corporate

Citibank, N.A. 4.42224%

1.146M
Corporate

USAA Capital Corp. 2.125%

1.126M
Corporate

Kaiser Foundation Hospitals 3.15%

1.116M
Corporate

Sponsor Center