TIAA-CREF Social Choice Equity is a solid quasi-index fund in the sustainable investing space. It maintains Pillar ratings of Above Average for People and Average for Process.
TIAA-CREF Social Choice Eq Retail TICRX
- NAV / 1-Day Return 23.09 / +0.71 %
- Total Assets 6.0 Bil
-
Adj. Expense Ratio
0.460%
- Expense Ratio 0.460%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.38%
- Turnover 15%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0
Morningstar’s Analysis TICRX
Will TICRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.66 | 484.1 Mil | Technology |
NVIDIA Corp | 5.07 | 320.8 Mil | Technology |
Eli Lilly and Co | 1.97 | 124.7 Mil | Healthcare |
JPMorgan Chase & Co | 1.83 | 115.5 Mil | Financial Services |
UnitedHealth Group Inc | 1.63 | 103.3 Mil | Healthcare |
Visa Inc Class A | 1.62 | 102.5 Mil | Financial Services |
Future on E-mini S&P 500 Futures | 1.59 | 100.3 Mil | — |
Tesla Inc | 1.58 | 100.1 Mil | Consumer Cyclical |
Mastercard Inc Class A | 1.49 | 94.3 Mil | Financial Services |
The Home Depot Inc | 1.46 | 92.5 Mil | Consumer Cyclical |