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Core Bond

Strategy highlights
  • Core bond fund: High-quality, traditional bond portfolio primarily in U.S. investment-grade securities
  • Nimble approach: Portfolio manager actively manages risk, seeking to help outperform the benchmark in changing markets
  • Research and trading impact: Sector-specialized portfolio management, research, and trading teams inform lead portfolio manager decisions and uncover excess-return opportunities

Strategy description

Core Bond strategy provides a diversified, multi-sector portfolio of investment grade fixed income securities.

Investment process

Nuveen employs a team-based investment process with a combination of bottom-up and top-down strategies in managing our fixed income portfolios. Our integrated team structure incorporates the insights of the investment committee, lead portfolio manager, sector portfolio managers, research analysts and trading team.

 

At-a-glance

Benchmark

Bloomberg U.S. Aggregate Bond Index

Portfolio composition

  • U.S. Treasuries and agencies
  • Investment grade corporates
  • Securitized sectors: mortgage-backed, commercial mortgage-backed and asset-backed securities
  • High yield corporates and bank loans
  • Emerging market debt
  • Non-dollar denominated bonds
  • Other opportunistic income opportunities (e.g., preferred securities, municipal bonds)

Key limits

100% investment-grade securities at time of purchase

Duration

Managed within ± 10% of benchmark’s duration
Intermediate term

Literature and resources

A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives. 

SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.

Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.

A word on risk

All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. A focus on dividend-paying securities presents the risks of greater exposure to certain economic sectors rather than the broad equity market (sector or concentration risk). Foreign investments involve additional risks. The strategy’s potential investment in non-U.S. stocks presents risks such as political risk, exchange rate risk, lack of liquidity and inflationary risk, economic change, social unrest, changes in government relations, and different accounting standards. This strategy may invest in American Depositary Receipts (ADRs). ADRs do not eliminate the currency and economic risks for the underlying shares in another country. Dividends are not guaranteed and will fluctuate. Dividend yield is one component of performance and should not be the only consideration for investment.

Effective 31 Dec 2021 Nuveen Asset Management, LLC replaced Santa Barbara Asset Management, LLC as the Strategy’s investment manager. This update did not impact the investment strategy or portfolio management.

Nuveen Asset Management, LLC is a registered investment adviser and an investment specialist of Nuveen, LLC.

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