TIAA-CREF Instl Real Estate Sec Instl 730 Third Ave. New York NY 10017 Map
Phone: 800-223-1200
| Category: | Specialty-Real Estate | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 172.46M | | Year-to-Date Return: | -30.67% | | Yield: | 4.52% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-02 |
|
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: | $2,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| 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% |
|
| Expense | TIREX | Category Avg | | Total Expense Ratio: | 0.55%
| 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*: |
$186 | $614 | | 5 Yr Expense Projection*: |
$324 | $947 | | 10 Yr Expense Projection*: |
$726 | $1,866 |
|
|