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TIAA-CREF Social Choice Equity Fund Retail Class (TICRX)

18.18
Net Asset Value
+0.72%
1 Day
+5.45%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.46%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG criteria. Under normal circumstances- the fund invests at least 80% of its assets in equity securities. The Advisor attempts to achieve the return of the U.S. stock market as represented by its benchmark- the Russell 3000-®Index- while investing only in companies whose activities are consistent with the fund's ESG criteria.

Performance

1 month+4.27% 3 years+12.45%
3 months+9.10% 5 years+14.55%
1 year+24.32% Since inception+8.00%
Data through --

Peer Comparisonvs. Large blend

 TICRXCategory
Performance 5-yr return+14.55%+14.24%
Expense ratio0.46%0.99%
Risk 5 year sharpe ratio1.401.37
Net assets$3.1B$5.4B
Average market cap$43.5B$136.9B
Average P/E22.722.7
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyTIAA Investments
Fund manager & tenurePhilip Campagna / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock98.22%
Cash1.05%
International stock0.74%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.94%
Consumer goods 11.99%
Healthcare 11.34%
Industrial materials 10.90%
Energy 10.21%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft2.73%
-- 1.97%
JNJ Johnson & Johnson1.81%
GOOG Google1.34%
GOOGL Google1.34%
PG Procter & Gamble1.27%
INTC Intel1.22%
VZ Verizon1.20%
CSCO Cisco1.16%
KO Coca-Cola1.08%