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 Instl TISCX
- NAV / 1-Day Return 27.71 / +0.58 %
- Total Assets 6.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.180%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2.0 Mil
- Status Open
- TTM Yield 1.43%
- Turnover 15%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:23 PM GMT+0
Morningstar’s Analysis TISCX
Will TISCX 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 21.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.71 | 411.1 Mil | Technology |
NVIDIA Corp | 3.57 | 218.9 Mil | Technology |
Eli Lilly and Co | 1.65 | 101.3 Mil | Healthcare |
Tesla Inc | 1.51 | 92.8 Mil | Consumer Cyclical |
Visa Inc Class A | 1.41 | 86.3 Mil | Financial Services |
Mastercard Inc Class A | 1.29 | 79.0 Mil | Financial Services |
Procter & Gamble Co | 1.27 | 77.6 Mil | Consumer Defensive |
The Home Depot Inc | 1.22 | 74.7 Mil | Consumer Cyclical |
UnitedHealth Group Inc | 1.18 | 72.4 Mil | Healthcare |
Merck & Co Inc | 1.14 | 69.8 Mil | Healthcare |