Nuveen / TIAA-CREF Funds

Hiker2020
Hiker2020 Quicken Mac Subscription Member ✭✭
edited October 20 in Investing (Mac)

On May 1, 2024 Nuveen changed the names of many (all ?) TIAA-CREF funds.

Old name: TIAA-CREF SOCIAL CHOICE BOND INSTL CL - (Ticker TSBIX)

New name: NUVEEN CORE IMPACT BOND CL R6 - (Ticker still TSBIX)

However on the Quicken 'Security List', typing in TSBIX still gives TIAA-CREF SOCIAL CHOICE BOND INSTL CL. And searching for NUVEEN funds I find NUVEEN CORE BOND R6 - (Ticker TIBDX) but no NUVEEN CORE IMPACT BOND.

Fund names and tickers need to be updated in Quicken.

Comments

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    I’m not sure Quicken will automatically change the names of investments once they’ve been initially set up in your account. You might have to fix that by hand.

  • Hiker2020
    Hiker2020 Quicken Mac Subscription Member ✭✭

    I tried adding new security and Quicken keeps naming it TIAA-CREF etc instead of NUVEEN etc.

This discussion has been closed.

Categories