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Nuveen Core Bond Fund Retirement Class (TIDRX)
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17/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 132.66M
TIAA-CREF Bond R
9.29
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TIDRX Overview
On this page you'll find an in-depth profile of Nuveen Core Bond Fund Retirement Class. Learn about the key management, total assets, investment strategy and contact information of TIDRX among other information.
Investment Strategy
The investment seeks total return, primarily through current income. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. It primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, mortgage-backed and other asset-backed securities, convertible and preferred securities, senior loans and loan participations and assignments and notes. The fund may also invest in other fixed-income securities, including those of non-investment-grade quality.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter L. Agrimson | Portfolio Manager | 2023 | Now |
| Biography | Peter Agrimson, CFA, Portfolio Manager. Mr. Agrimson joined Nuveen in 2008 and is the lead manager of the Short Duration Multi Sector strategy and is a member of the Securitized Debt Sector Team. Prior to his current role, he was a member of the securitized debt sector team, responsible for trading mortgage-backed securities, asset-backed securities and commercial mortgage-backed securities. Peter also performed credit analysis and surveillance for the firm’s mortgage backed securities and asset-backed securities portfolios. Before joining the firm in 2008, he served as credit analyst at Long Lake Partners, LLC, where he performed credit analysis for the company’s structured products portfolio. Peter graduated with a B.S. in Finance from Northern Illinois University. He holds the CFA® designation and is a member of the CFA® Institute. | ||
| Jason J. O'Brien | Managing Director | 2019 | Now |
| Biography | Jason O’Brien, CFA , is a portfolio manager for Nuveen’s global fixed income team. He is the lead manager of the Nuveen Core and Public Funds strategies and is also a portfolio manager of the Short Duration Multi-Sector strategy. Previously, he oversaw the securitized debt sector team and is a member of the global fixed income strategy committee. He began working in the investment industry in 1993 when he joined the firm. Jason graduated with a B.A. in Finance from the University of St. Thomas. He holds the CFA® designation and is a member of the CFA® Institute and the CFA® Society of Minnesota. | ||
| Joseph Higgins | Managing Director | 2011 | Now |
| Biography | Joseph Higgins, CFA , is Managing Director and a portfolio manager for Nuveen’s global fixed income team. He is the lead portfolio manager responsible for the TIAA Bond strategy and a member of the Investment Committee, which establishes investment policy for all global fixed income products. Since joining the firm in 1995, he has held a variety of positions. He has managed structured credit investments and was an investment grade portfolio manager. In addition, he has served as director of private placements, international bank analyst, international investment grade portfolio manager and co-head of corporate credit research. Joseph initiated the first securitization and co-developed the first collateralized debt obligation (CDO) for TIAA. Prior to joining the firm, he was a certified public accountant with PricewaterhouseCoopers. Joseph graduated with a B.S., magna cum laude, in Accounting with a minor in Economics from The State University of New York at Albany and an M.B.A. from The Wharton School of the University of Pennsylvania with dual concentrations in Finance and Marketing. He holds the CFA designation and he is a member of the New York State Society of Securities Analysts and the CFA Institute. He was also a founding member of the User Advisory Council of the Financial Accounting Standards Board (FASB). | ||
| John Michael Cerra | Managing Director | 2003 | 2023 |
| Biography | John is a Managing Director for Teachers Advisors LLC. He was portfolio manager for Nuveen’s global fixed income team. He was the lead portfolio manager for the Short-Term Bond and Inflation- Linked Bond strategies. He was also a member of the Investment Committee, which establishes investment policy for all global fixed income products. Since joining the firm in 1985, John has held several positions including managing the public asset-backed securities team and U.S. dollar-based derivative investment portfolio. He also served as an investment officer of the public markets structured finance team and bond group. In addition, John worked as a quantitative fixed income investment analyst. John graduated with a B.A. in Economics from Fordham University and an M.B.A. in Finance from Rutgers University’s Graduate School of Management. | ||
| Steven Raab | Portfolio Manager | 2011 | 2013 |
| Biography | Raab joined Teachers Advisors, Inc. in 1991, and serves as fund manager. Raab holds the Chartered Financial Analyst designation. | ||
| Steven Sterman | Managing Director | 2009 | 2011 |
| Biography | Sterman is a manager director of TIAA and its affiliates . He was the head of fixed-income trading for 1990 to Present; previously he was a fixed-income portfolio manager. | ||
| Elizabeth Black | Director | 2008 | 2011 |
| Biography | Black is currently director of portfolio management with TIAA-CREF, her employer since 1987. She began her career at TIAA as a credit analyst and joined the CREF bond market group in 1989. In 1992, Black moved to the structured finance group and was responsible for investments in mortgage- and asset-backed securities. Black is a Chartered Financial Analyst. She is also a member of both the Fixed Income Analysts Society and the New York Society of Security Analysts. | ||
| Stephen M. Liberatore | - | 2004 | 2008 |
| Biography | Stephen M. Liberatore, CFA is a managing director and fixed-income portfolio manager for the TIAA-CREF Asset Management. Mr. Liberatore is the lead portfolio manager for the TIAA’s Socially Responsible Investment (SRI) fixed income mandates and holds responsibility for investment strategy and securities selection. He joined the TIAA-CREF Asset Management in 2004. Mr. Liberatore has rich industry experience, including positions at Nationwide Mutual Insurance Co. and Protective Life Corporation, where he was responsible for portfolio management, credit research and trading for both total return and liability-driven assets. Mr. Liberatore holds a B.S. from the State University of New York at Buffalo and an MBA in finance and operations from Wake Forest University’s Babcock Graduate School of Management. He also earned the Chartered Financial Analyst designation and is a member of the CFA Society North Carolina and the CFA Institute. Mr. Liberatore is considered a subject matter expert on the management of total return SRI fixed-income portfolios, and he frequently presents at both SRI and fixed-income conferences. His views on developments in these areas have been featured in numerous industry publications. Mr. Liberatore is a member of the initial executive committee of the Green Bond Principles and the CERES Green Bond Working Group. | ||
| Steven Raab | Portfolio Manager | 2004 | 2008 |
| Biography | Raab joined Teachers Advisors, Inc. in 1991, and serves as fund manager. Raab holds the Chartered Financial Analyst designation. | ||
| Richard William Cheng | Portfolio Manager | 2001 | 2008 |
| Biography | Richard Cheng is an investment grade portfolio manager for Nuveen’s global fixed income team. He is the lead portfolio manager on Nuveen’s long duration fixed income strategies, including traditional mandates and liability-driven investing mandates benchmarked against the Nuveen Wilshire Pension Investment Indexes and other corporate separate accounts. Richard’s prior experience at the firm involves covering Latin America for the emerging markets debt team as well as covering paper and forest products, chemicals, metals and mining, health care, technology, and utilities and gas pipelines for the investment-grade credit team. He joined the firm in 1997 and he began working in the investment industry in 1992. His prior experience includes various roles at Chase Manhattan Bank as part of its management development program. Richard graduated with a B.S. in Accounting and Management and an M.B.A. in Finance and International Business from New York University’s Stern School of Business. | ||
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