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

15.30
Net Asset Value
-0.58%
1 Day
+8.66%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.44%
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-0.84% 3 years+8.45%
3 months+3.38% 5 years+14.74%
1 year+13.52% Since inception+6.72%
Data through --

Peer Comparisonvs. Large blend

 TICRXCategory
Performance 5-yr return+14.74%+10.10%
Expense ratio0.44%1.03%
Risk 5 year sharpe ratio1.071.05
Net assets$2.8B$4.1B
Average market cap$37.5B$105.1B
Average P/E19.619.9
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyTIAA-CREF Asset Management
Fund manager & tenurePhilip Campagna / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock98.77%
International stock0.92%
Cash0.30%
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 Microsoft2.08%
JNJ Johnson & Johnson2.01%
VZ Verizon1.50%
PG Procter & Gamble1.46%
GOOG Google1.26%
GOOGL Google1.26%
MRK Merck1.21%
PEP Pepsi1.18%
CSCO Cisco1.17%
DIS Disney1.15%

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