TIAA-CREF Social Choice Equity Fund Retail Class (TICRX)
| 15.18 Net Asset Value | -0.46% 1 Day | +7.13% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.48% 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 social criteria.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The fund attempts to track 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 social criteria. The fund's investments are subject to certain environmental, social and governance ("ESG") criteria.
Performance
| 1 month | +0.66% | 3 years | +16.69% | |
| 3 months | +6.57% | 5 years | +17.10% | |
| 1 year | +18.06% | Since inception | +7.33% |
Data through --
Peer Comparisonvs. Large blend
| TICRX | Category | |
|---|---|---|
| Performance 5-yr return | +17.10% | +17.47% |
| Expense ratio | 0.48% | 1.16% |
| Risk 5 year sharpe ratio | 1.30 | 1.23 |
| Net assets | $2.1B | $3.4B |
| Average market cap | $33.5B | $100.3B |
| Average P/E | 19.1 | 18.2 |
| Portfolio turnover | 12% | 12% |
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Fund Management and Purchase Info
| Fund family | TIAA-CREF Mutual Funds |
| Fund manager & tenure | Phillip Campagna / 8 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,000.00 |
Holdings
| U.S. stock | 97.13% |
| International stock | 2.42% |
| Cash | 0.45% |
| Fixed income | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Financial service | 15.94% |
| Consumer goods | 11.99% |
| Healthcare | 11.34% |
| Industrial materials | 10.90% |
| Energy | 10.21% |
Top 10 HoldingsPortfolio weighting
| JNJ Johnson & Johnson | 1.74% |
| BRKB Berkshire Hathaway Inc Class B | 1.49% |
| PG Procter & Gamble Co | 1.41% |
| IBM International Business Machines Corp | 1.28% |
| MRK Merck & Co Inc | 1.27% |
| GOOGL Google Inc Class A | 1.18% |
| GOOG Google Inc Class C | 1.16% |
| ORCL Oracle Corporation | 1.13% |
| QCOM Qualcomm Inc | 1.09% |
| INTC Intel Corp | 1.09% |
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