TIAA-CREF Social Choice LwCrbn Eq Retire (TEWCX)
17.42
-0.13 (-0.74%)
USD |
Aug 09 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.56% | 1.114B | 0.73% | 26.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 298.87M | -10.21% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| 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 environmental, social, and governance criteria ("ESG"), which include additional criteria relating to carbon emissions and fossil fuel reserves. The fund invests at least 80% of its assets in equity securities. The advisor attempts to achieve investment results that reflect the return of the U.S. stock market as represented by its benchmark index, the Russell 3000®Index, while taking into consideration certain ESG criteria. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | TNWCX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | TIAA Investments |
| Prospectus Benchmark Index | |
| Russell 3000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Lei Liao | 6.99 yrs |
| Philip Campagna | 6.99 yrs |
| Darren Tran | 0.25 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
11
298.87M
-21.21B
Category Low
44.66B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of July 31, 2022
Performance Versus Category
As of August 09, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of August 09, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 5.37% | 282.30 | 0.71% |
| Tesla Inc | 1.98% | 850.00 | -2.44% |
| NVIDIA Corp | 1.54% | 170.86 | -3.97% |
| Procter & Gamble Co | 1.33% | 144.93 | -0.23% |
| The Home Depot Inc | 1.23% | 305.21 | -2.17% |
| Mastercard Inc Class A | 1.21% | 346.54 | -1.60% |
| Eli Lilly and Co | 1.11% | 303.02 | 0.17% |
| Coca-Cola Co | 1.06% | 63.05 | 0.13% |
| PepsiCo Inc | 1.03% | 174.50 | 0.37% |
| Merck & Co Inc | 1.01% | 89.52 | 1.16% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | Upgrade |
| Administration Fee | -- |
| Performance Fee | -- |
| Switching Fee | -- |
| Transaction Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
Basic Info
| Investment Strategy | |
| 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 environmental, social, and governance criteria ("ESG"), which include additional criteria relating to carbon emissions and fossil fuel reserves. The fund invests at least 80% of its assets in equity securities. The advisor attempts to achieve investment results that reflect the return of the U.S. stock market as represented by its benchmark index, the Russell 3000®Index, while taking into consideration certain ESG criteria. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | TNWCX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | TIAA Investments |
| Prospectus Benchmark Index | |
| Russell 3000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Lei Liao | 6.99 yrs |
| Philip Campagna | 6.99 yrs |
| Darren Tran | 0.25 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (8-9-22) | 0.73% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 19.70 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of May 31, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 8/7/2015 |
| Last Annual Report Date | 10/31/2021 |
| Last Prospectus Date | 3/1/2022 |
| Share Classes | |
| TCCHX | Adv |
| TLWCX | Other |
| TNWCX | Inst |
| TPWCX | Other |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund |
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