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TIAA-CREF Mid-Cap Value Retail TCMVX

Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 15.78  /  0.38 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.45%
  • Turnover 78%

Morningstar’s Analysis TCMVX

Will TCMVX outperform in future?

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

An incline in People Pillar rating is the primary driver of TIAA-CREF Mid-Cap Value Retail's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings TCMVX

  • Current Portfolio Date
  • Equity Holdings 74
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.36
40,463,442
Technology
2.05
35,210,985
Energy
1.92
32,991,874
Utilities
1.91
32,744,713
Industrials
1.86
31,950,735
Industrials
1.85
31,695,008
Consumer Cyclical

Alexandria Real Estate Equities Inc

1.83
31,455,187
Real Estate
1.81
31,036,046
Consumer Cyclical
1.78
30,468,923
Technology