TIAA-CREF Instl Small-Cap Val Idx Retire
730 Third Ave. New York NY 10017
Map
Phone: 800-223-1200
| Category: | Small Value | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 66.29M | | Year-to-Date Return: | -24.18% | | Yield: | 2.59% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-02 |
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Anne Sapp
Lead Manager since
16-Aug-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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a favorable long-term total return. The fund invests primarily in a portfolio of equity securities of smaller domestic value companies based on a market index. Its benchmark is Russell 2000 Value index. |
| Last Dividend
(14-Dec-07):
| 0.26 | | Last Cap Gain
(14-Dec-07):
| 0.90 | | Annual Holdings Turnover
| 53.00% | | Average for Category:
| 84.20% |
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| Expense | TRSVX | Category
Avg | | Total Expense Ratio: | 0.33%
| 1.52% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$129 | $693 | | 5 Yr Expense Projection*: |
$254 | $1,059 | | 10 Yr Expense Projection*: |
$617 | $2,055 |
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2.63% Nasdaq 0.00%
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