TCBPX : TIAA-CREF Core Plus Bond Fund Retail Class

TCBPX is a Bond Market Total US Bond Market with MODERATE fees.

TCBPX

TIAA-CREF Core Plus Bond Fund Retail Class

FI Score

69 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

69% FI Score
  • tcbpx
  • Mutual Fund
  • Bond
  • Total US Bond Market

TIAA-CREF Core Plus Bond Fund Retail Class

Expenses: 0.61% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks total return, primarily through high current income. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.

Largest Holdings

Amount Holding
1.81% Federal Home Loan Banks 3%
1.37% United States Treasury Bonds 3%
1.01% United States Treasury Bonds 3%
0.94% Federal National Mortgage Association 3.5%
0.83% Federal National Mortgage Association 3%
0.79% Federal Home Loan Mortgage Corporation 3.5%
0.75% Federal Home Loan Mortgage Corporation 3%
0.53% Federal Home Loan Mortgage Corporation 4.5%
0.52% Wells Fargo Bank, National Association 2.08%
0.50% Federal National Mortgage Association 3.5%
0.49% Federal Home Loan Mortgage Corporation 3.5%
0.46% Federal National Mortgage Association 4%
0.46% Federal National Mortgage Association 3%
0.44% Bank of America Corporation 2.5%
0.44% Comm 2006-C8 Mtg 2.84%
0.42% United States Treasury Bonds 2.25%
0.41% United States Treasury Bonds 2.75%
0.40% Federal National Mortgage Association 2.5%
0.35% United States Treasury Bonds 2.38%
0.34% AT&T Inc 4.5%
0.34% GS Mortgage Securities Trust 3.98%
0.33% Federal National Mortgage Association 3%
0.33% JPMorgan Chase & Co. 3.7%
0.33% United States Treasury Bonds 2.5%
0.32% United States Treasury Bonds 3%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo