About TCBRX
Nuveen Core Plus Bond Fund Retirement is a mutual fund focused on generating total return, primarily through current income, by investing predominantly in U.S. dollar-denominated bonds and fixed-income securities. The fund allocates its assets across a diversified portfolio of investment-grade bonds, including U.S. Treasury securities, agency bonds, corporate bonds, and mortgage-backed securities, but also maintains flexibility to invest up to 30% in higher-yield, non-benchmark bonds to enhance risk-adjusted returns. This strategic approach allows the fund to seek higher yields compared to traditional core bond funds while managing risk within the intermediate core-plus bond category.
Managed by an experienced investment team, the fund employs both top-down macroeconomic analysis and bottom-up credit research to identify undervalued opportunities across a broad range of fixed income sectors. With over 1,700 holdings and a significant asset base, it offers broad diversification and monthly income distributions, making it adaptable for retirement investors seeking stable income and moderate capital appreciation. The fund’s role in the market is to provide core fixed income exposure with the potential for enhanced returns through selective risk-taking, serving as a foundational component in diversified income-focused portfolios.
Fund Family Nuveen
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol TCBRX
Share Class Retirement Class
Index Bloomberg U.S. Aggregate Bond TR
TCBRX had a total return of -0.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.25%.
