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TIAA-CREF Mutual Funds (TRSCX)
General Fund Information
P.O. Box 8009 Boston, MA 02266-8009
(800) 223-1200www.tia-cref.org
Category:Institutional Funds
Style:Value
Assets: ($ millions)$474.7

Account min.:$0
Reinvest. min.: 
IRA account min.:$0
IRA reinvest min.: 
Type:Large-Cap
Expenses:0.43%
Max. defer. load: 
Max. front load: 
Avg. P/E:26.71
Avg. P/B:6.00
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The TIAA CREF Social Choice Equity Fund 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 social criteria.
Social Issues06/30/18
Shareholder activism:
Community investment:-
Environment:R
Human rights:R
Employment:R
Products and Services:R
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries4.54% 
Cap. Goods & Tech.13.21% 
Consumer Cyclicals7.84% 
Consumer Non-Cyclicals18.99% 
Energy6.52% 
Finance25.78% 
Miscellaneous7.37% 
Transportation2.69% 
Utilities13.05% 
Fund Performance06/30/18
Year to date: 2.41%
Year to date: 2.41%
1 Year: 13.39%
Annualized returns:
3 Year: 11.05%
5 Year: 11.79%
10 Year: 9.49%
Since inception: 5.57%
Inception date: 10/01/02
Bear Market: -17.67%
Bear Market Period:     —    
MPT Statistics06/30/18
Alpha 3YR:-0.78
Alpha 5YR:-1.54
Beta 3YR:1.00
Beta 5YR:1.01
R. Squared 3YR:97.48
R. Squared 5YR:97.43
Sharpe 3YR:1.01
Sharpe 5YR:1.13
Std. Dev. 3YR:9.99
Std. Dev. 5YR:9.99
Sectors Pie Chart 
Sector Distribution Chart

 

 
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