|
|
| 14.21 Net Asset Value | -0.14% 1 Day | +0.28% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.48% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.71% | 3 years | +14.24% | |
| 3 months | +4.64% | 5 years | +22.40% | |
| 1 year | +19.50% | Since inception | +6.89% |
| TICRX | Category | |
|---|---|---|
| Performance 5-yr return | +22.40% | +17.09% |
| Expense ratio | 0.48% | 1.16% |
| Risk 5 year sharpe ratio | 1.48 | 1.39 |
| Net assets | $1.9B | $3.2B |
| Average market cap | $32.3B | $95.0B |
| Average P/E | 19.0 | 17.7 |
| Portfolio turnover | 12% | 12% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | TIAA-CREF Mutual Funds |
| Fund manager & tenure | Anne Sapp / 9 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,000.00 |
| U.S. stock | 95.93% |
| International stock | 2.98% |
| Cash | 1.09% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Financial service | 15.94% |
| Consumer goods | 11.99% |
| Healthcare | 11.34% |
| Industrial materials | 10.90% |
| Energy | 10.21% |
| GOOG Google, Inc. Class A | 1.90% |
| JNJ Johnson & Johnson | 1.65% |
| PG Procter & Gamble Co | 1.49% |
| BRKB Berkshire Hathaway Inc Class B | 1.45% |
| IBM International Business Machines Corp | 1.37% |
| MRK Merck & Co Inc | 1.16% |
| ORCL Oracle Corporation | 1.11% |
| INTC Intel Corp | 1.06% |
| PEP PepsiCo Inc | 1.04% |
| GILD Gilead Sciences Inc | 1.02% |
.
