TIAA-CREF Large-Cap Growth Index Fund Retirement Class (TRIRX)

30.89
Net Asset Value
-0.03%
1 Day
+6.33%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.31%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks a favorable long-term total return- mainly through capital appreciation- by investing primarily in a portfolio of equity securities of large domestic growth companies based on a market index. Under normal circumstances- the fund invests at least 80% of its assets in securities of its benchmark index- the Russell 1000- Growth Index. It buys most- but not necessarily all- of the stocks in its benchmark index- and the advisor will attempt to closely match the overall investment characteristics of the fund's benchmark index.

Performance

1 month+5.72% 3 years+13.28%
3 months+0.91% 5 years+15.10%
1 year+21.09% Since inception+10.22%
Data through --

Peer Comparisonvs. Large growth

 TRIRXCategory
Performance 5-yr return+15.10%+13.81%
Expense ratio0.31%1.10%
Risk 5 year sharpe ratio1.341.16
Net assets$5.7B$3.5B
Average market cap$95.7B$149.9B
Average P/E26.126.0
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyTIAA Investments
Fund manager & tenurePhilip Campagna / 12 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock98.76%
International stock1.05%
Cash0.19%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 15.48%
Industrial materials 14.56%
Consumer service 12.54%
Consumer goods 11.37%
Energy 10.88%
Top 10 Holdings
Portfolio weighting
AAPL Apple6.55%
MSFT Microsoft5.26%
AMZN Amazon4.48%
FB Facebook2.91%
GOOG Google2.40%
GOOGL Google2.37%
V Visa1.67%
HD Home Depot1.62%
UNH UnitedHealth1.58%
BA Boeing1.40%