TIAA-CREF Instl Mid-Cap Value Idx Retire
730 Third Ave. New York NY 10017
Map
Phone: 800-223-1200
| Category: | Mid-Cap Value | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 63.98M | | Year-to-Date Return: | -34.67% | | Yield: | 2.92% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-02 |
|
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 |
|
| |
| The investment seeks a favorable long-term total return. The fund invests primarily in a portfolio of equity securities of medium-sized domestic value companies based on a market index. Its benchmark is Russell Mid-cap Value index. |
| Last Dividend
(14-Dec-07):
| 0.32 | | Last Cap Gain
(14-Dec-07):
| 1.04 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 82.28% |
|
| Expense | TRVUX | Category
Avg | | Total Expense Ratio: | 0.33%
| 1.37% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$123 | $635 | | 5 Yr Expense Projection*: |
$233 | $955 | | 10 Yr Expense Projection*: |
$555 | $1,917 |
|
|
2.63% Nasdaq 0.00%
Profile
