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Tiaa-cref 5-15 Year Laddered Tax-exempt Bond Fund Retail Class (TIXRX)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 198.54M
TIAA-CREF Tax-Exempt Bond Retail
9.82
+0.01
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
TIXRX Overview
On this page you'll find an in-depth profile of Tiaa-cref 5-15 Year Laddered Tax-exempt Bond Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of TIXRX among other information.
Investment Strategy
The investment seeks current income that is exempt from regular federal income tax. The fund invests at least 80% of its assets in tax-exempt bonds, a type of municipal security, the interest on which, in the opinion of the issuer's bond counsel at the time of issuance, is exempt from federal income tax, including federal alternative minimum tax ("AMT"). It may invest up to 20% of its assets in private activity bonds. Private activity bonds are tax-exempt bonds whose proceeds are used to finance private, for-profit organizations.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Timothy T. Ryan | Senior Vice President | 2019 | Now |
| Biography | Timothy T. Ryan, CFA, is a Managing Director and Portfolio Manager at Nuveen Asset Management. Mr. Ryan joined an affiliate of Nuveen Asset Management in 2010. Prior to joining Nuveen Asset Management, Mr. Ryan was a principal of SSGA FM and a Vice President of SSGA and responsible for managing the series of the Trust that invest primarily in municipal securities. Prior to joining SSGA, Mr. Ryan was a lead portfolio manager in the municipal bond group at Deutsche Bank Asset Management, formally Scudder Insurance Asset Management. His clients included nuclear decommissioning trusts, insurance portfolios and corporate cash. Mr. Ryan began working at Deutsche Bank in 1991 as a municipal bond analyst covering high yield, transportation, higher education, general obligation, and money market sectors. He joined Deutsche Bank with 8 years of experience as vice president and investment banker at Mesirow Financial and vice president and financial consultant at Speer Financial. Mr. Ryan has a BS from University of Wisconsin and a Master of Management from JL Kellogg Graduate School of Management Northwestern University. Mr. Ryan has earned the Chartered Financial Analyst designation. | ||
| Joel Levy | Senior Director | 2015 | Now |
| Biography | Teachers Advisors, Inc., TCIM and other advisory affiliates of TIAA—2011 to Present (municipal bond research), Bank of America—2010 to 2011 (credit research) | ||
| Barnet Sherman | Credit Research and Director | 2010 | 2016 |
| Biography | Teachers Advisors, Inc., TCIM and other advisory affiliates of TIAA—2010 to Present (fixed-income credit research), Braintree Capital Partners—2008 to 2010 (portfolio management and municipal bond research), Morgan Stanley—1994 to 2008 (municipal bond research) | ||
| Stephen M. Liberatore | - | 2011 | 2015 |
| 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. | ||
| Peter Scola | Lead Portfolio Manager | 2006 | 2011 |
| Biography | Scola is a lead portfolio manager with Teachers Advisors, Inc. he joined in 1998. | ||
| Steven Sterman | Managing Director | 2010 | 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. | ||
| Carmen M. Failla | Director | 2006 | 2007 |
| Biography | Failla is a director of portfolio manager with Teachers Advisors, Inc. | ||
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