About TGRMX
Nuveen Green Bond Fund Retirement Class is an actively managed mutual fund designed to provide investors with exposure to the growing green bond market. The fund primarily invests in a diversified portfolio of investment-grade, U.S. dollar-denominated bonds that demonstrate direct and measurable environmental impact. Its core mandate is to seek a favorable long-term total return while emphasizing environmental criteria through its holdings, making it particularly relevant for investors focused on sustainability objectives. The fund’s portfolio spans a wide range of fixed-income securities, including government, municipal, and corporate bonds, with a notable focus on projects that support renewable energy, pollution prevention, and other eco-friendly initiatives. With over 250 holdings and substantial investments in sectors such as utilities, finance, infrastructure, and clean energy development, the fund offers broad fixed-income exposure combined with an environmental impact lens. The Nuveen Green Bond Fund Retirement Class is categorized as an intermediate core-plus bond fund, featuring below-average risk and an expense ratio competitive with peer offerings. Through monthly dividend distributions and a focus on measurable environmental benefits, the fund plays an important role for investors and institutions seeking to align their fixed-income portfolios with responsible investment standards.
Fund Family Nuveen
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol TGRMX
Share Class Retirement Class
Index Index is not available on Lipper Database
TGRMX had a total return of -0.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.08%.
