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Morningstar

TIAA-CREF Mid-Cap Growth Retail TCMGX

Morningstar Analyst Rating
Quantitative rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 17.45  /  1.86 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.34%
  • Turnover 62%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis TCMGX

Will TCMGX 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 TCMGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TCMGX 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 TCMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit TIAA-CREF Mid-Cap Growth Retail to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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