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Morningstar

TIAA-CREF Mid-Cap Value Retail TCMVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.37  /  1.99 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.94%
  • Turnover 80%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TCMVX

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

People Pillar

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

Summary

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A decline in People Pillar rating is the primary driver of TIAA-CREF Mid-Cap Value Retail's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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