TIAA-CREF Instl Social Choice Eq Retail
730 Third Ave. New York NY 10017
Map
Phone: 800-223-1200
| Category: | Large Blend | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 121.74M | | Year-to-Date Return: | -31.38% | | Yield: | 2.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-06 |
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Anne Sapp
Lead Manager since
13-Oct-04 | | | Sapp has worked for TIAA-CREF since 2004. From 2001 to 2004, prior to joining TIAA-CREF, she was the lead equity portfolio manager at Mellon Transition Management. From 1996 to 2000, she ran index portfolios for Mellon Capital Management, and served as co-manager of the index team. Sapp holds the Chartered Financial Analyst designation. |
| 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 normally invests at least 80% of net assets in equity securities. It attempts to track the return of the U.S. stock market as represented by the Russell 3000 index, while investing only in companies whose activities are consistent with the funds' social criteria. The fund may invest in U.S. Government securities and in securities issued by foreign governments or their agencies or instrumentalities as approved by the Corporate Governance and Social Responsibility Committee. It may invest up to 15% of total assets in foreign investments. |
| Last Dividend
(14-Dec-07):
| 0.15 | | Last Cap Gain
(14-Dec-07):
| 0.12 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 71.85% |
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| Expense | TICRX | Category
Avg | | Total Expense Ratio: | 0.21%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$148 | $572 | | 5 Yr Expense Projection*: |
$270 | $876 | | 10 Yr Expense Projection*: |
$626 | $2,504 |
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2.63% Nasdaq 0.00%
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