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TIAA-CREF Mutual Funds (TICRX)
General Fund Information
P.O. Box 8009 Boston, MA 02266-8009
(800) 223-1200www.tia-cref.org
Category:Institutional Funds
Style:Value/Growth
Assets: ($ millions)$475.5

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$2,000
IRA reinvest min.:100.00
Type:Large-Cap
Expenses:0.46%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:27.41
Avg. P/B:5.68
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 Issues11/30/17
Shareholder activism:Yes
Community investment:Yes
Environment:P
Human rights:P
Employment:P
Products and Services:P
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 Performance11/30/17
Year to date: 19.19%
Year to date: 19.19%
1 Year: 21.38%
Annualized returns:
3 Year: 9.48%
5 Year: 14.71%
10 Year: 7.88%
Since inception: 5.56%
Inception date: 03/31/06
Bear Market: -17.55%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-1.42
Alpha 5YR:-1.36
Beta 3YR:1.01
Beta 5YR:1.03
R. Squared 3YR:97.51
R. Squared 5YR:96.97
Sharpe 3YR:0.88
Sharpe 5YR:1.45
Std. Dev. 3YR:9.92
Std. Dev. 5YR:9.92
Sectors Pie Chart 
Sector Distribution Chart

 

 
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