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.
Nuveen Large Cap Responsible Eq A TICRX
- NAV / 1-Day Return 24.07 / +0.08 %
- Total Assets 6.3 Bil
-
Adj. Expense Ratio
- 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 1.46%
- Turnover 15%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 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 | 7.59 | 492.4 Mil | Technology |
NVIDIA Corp | 5.56 | 360.8 Mil | Technology |
Eli Lilly and Co | 1.96 | 127.3 Mil | Healthcare |
JPMorgan Chase & Co | 1.92 | 124.3 Mil | Financial Services |
UnitedHealth Group Inc | 1.59 | 103.5 Mil | Healthcare |
Visa Inc Class A | 1.56 | 101.2 Mil | Financial Services |
Mastercard Inc Class A | 1.47 | 95.7 Mil | Financial Services |
Procter & Gamble Co | 1.44 | 93.6 Mil | Consumer Defensive |
The Home Depot Inc | 1.44 | 93.2 Mil | Consumer Cyclical |
Tesla Inc | 1.34 | 87.1 Mil | Consumer Cyclical |