TIAA-CREF Instl Real Estate Sec Retail
730 Third Ave. New York NY 10017
Map
Phone: 800-223-1200
| Category: | Specialty-Real Estate | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 81.72M | | Year-to-Date Return: | -30.75% | | Yield: | 4.38% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-02 |
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David Copp
Lead Manager since
31-Dec-05 | | | Copp has been with Teachers Advisors, Inc. since 2005. Previous to that, he worked for RBC Capital Markets from 2002 to 2005, and Robertson Stephens from 1999 to 2002. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks a favorable long-term total return. The fund invests at least 80% of assets in the equity and fixed-income securities of companies that are principally engaged in or related to the real estate industry such as REITs. It also may invest up to 20% of total assets in equity and debt securities of issuers that are not engaged in or related to the real estate industry and up to 15% of total assets in real estate securities of foreign issuers. |
| Last Dividend
(29-Sep-08):
| 0.07 | | Last Cap Gain
(14-Dec-07):
| 1.76 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 106.30% |
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| Expense | TCREX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.44% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$253 | $614 | | 5 Yr Expense Projection*: |
$449 | $947 | | 10 Yr Expense Projection*: |
$1,014 | $1,866 |
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2.63% Nasdaq 0.00%
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