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

17.40
Net Asset Value
-0.80%
1 Day
+0.93%
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-1.47% 3 years+9.66%
3 months-4.29% 5 years+12.33%
1 year+15.71% Since inception+7.80%
Data through --

Peer Comparisonvs. Large blend

 TICRXCategory
Performance 5-yr return+12.33%+11.72%
Expense ratio0.46%0.97%
Risk 5 year sharpe ratio1.121.11
Net assets$3.3B$5.3B
Average market cap$44.4B$125.1B
Average P/E21.721.5
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. stock97.40%
Cash1.96%
International stock0.64%
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 Microsoft2.95%
JNJ Johnson & Johnson1.71%
GOOG Google1.42%
GOOGL Google1.40%
CSCO Cisco1.28%
INTC Intel1.21%
PG Procter & Gamble1.18%
VZ Verizon1.12%
MA MasterCard1.06%
KO Coca-Cola1.06%