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

17.30
Net Asset Value
0.00%
1 Day
+16.11%
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+0.52% 3 years+8.99%
3 months+6.92% 5 years+14.93%
1 year+18.84% Since inception+7.76%
Data through --

Peer Comparisonvs. Large blend

 TICRXCategory
Performance 5-yr return+14.93%+12.91%
Expense ratio0.46%0.98%
Risk 5 year sharpe ratio1.381.33
Net assets$2.8B$5.1B
Average market cap$41.4B$132.8B
Average P/E21.822.2
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyTIAA Investments
Fund manager & tenurePhilip Campagna / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock98.55%
International stock0.73%
Cash0.72%
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 Microsoft2.59%
JNJ Johnson & Johnson1.81%
GOOG Google1.35%
GOOGL Google1.35%
PG Procter & Gamble1.33%
VZ Verizon1.25%
INTC Intel1.18%
MRK Merck1.14%
KO Coca-Cola1.13%
CSCO Cisco1.08%