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| 16.57 Net Asset Value | 0.00% 1 Day | +11.21% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.46% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.91% | 3 years | +8.23% | |
| 3 months | +6.01% | 5 years | +14.32% | |
| 1 year | +17.21% | Since inception | +7.40% |
| TICRX | Category | |
|---|---|---|
| Performance 5-yr return | +14.32% | +13.35% |
| Expense ratio | 0.46% | 1.00% |
| Risk 5 year sharpe ratio | 1.34 | 1.30 |
| Net assets | $2.6B | $4.8B |
| Average market cap | $43.3B | $113.2B |
| Average P/E | 21.0 | 21.8 |
| Portfolio turnover | 16% | 16% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | TIAA Investments |
| Fund manager & tenure | Philip Campagna / 11 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,000.00 |
| U.S. stock | 99.06% |
| International stock | 0.82% |
| Cash | 0.12% |
| 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% |
| MSFT Microsoft | 2.51% |
| JNJ Johnson & Johnson | 1.91% |
| GOOGL Google | 1.45% |
| GOOG Google | 1.43% |
| PG Procter & Gamble | 1.37% |
| VZ Verizon | 1.25% |
| MRK Merck | 1.22% |
| KO Coca-Cola | 1.21% |
| DIS Disney | 1.19% |
| PEP Pepsi | 1.17% |
