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TIAA-CREF Core Impact Bond Fund Retail Class (TSBRX)

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TIAA-CREF Core Impact Bond Fund Retail Class

Tiaa-cref Funds

730 Third Ave.

New York NY 10017

877-518-9161
Management Information
Stephen Liberatore,Lead Manager since September 20, 2012
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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyTIAA Investments
Net Assets6.25B
YTD Return7.17%
Yield1.84%
Morningstar Rating★★
Inception DateSep 20, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover115.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTSBRXCategory Average
Annual Report Expense Ratio (net)0.64%0.78%
Prospectus Net Expense Ratio0.64%N/A
Prospectus Gross Expense Ratio0.64%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A3.71%
Max Deferred Sales LoadN/A1.39%
3 Yr Expense Projection205N/A
5 Yr Expense Projection357N/A
10 Yr Expense Projection798N/A