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Morningstar

TIAA-CREF Growth & Income Instl TIGRX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 14.27  /  1.45 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.31%
  • Turnover 74%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:17 PM GMT+0

Morningstar’s Analysis TIGRX

Will TIGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TIGRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TIGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TIGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

New managers will need to show what they can do.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

TIAA-CREF Growth & Income is undergoing changes after the retirement of its longtime portfolio manager. It earns a Morningstar Analyst Rating of Neutral for all share classes, down from Bronze.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TIGRX

More TIGRX Holdings
  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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