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Morningstar

TIAA-CREF Core Impact Bond Instl TSBIX

Morningstar Analyst Rating
Analyst rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 9.19  /  0.12 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.380%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 2.84%
  • Effective Duration 6.06 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis TSBIX

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

People Pillar

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

Continues to chug along on positive momentum.

Analyst

Summary

| by Chiayi Tsui

TIAA-CREF Core Impact Bond is backed by a robust team executing an environmental, social, and governance mandate wrapped in a solid relative-value-driven process. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Bronze, while its pricier shares earn a Neutral rating.

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