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Morningstar

TIAA-CREF Large-Cap Value Idx Retire TRCVX

Morningstar Analyst Rating
Quantitative rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 23.29  /  0.60 %
  • Total Assets 8.2 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.87%
  • Turnover 21%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis TRCVX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin TIAA-CREF Large-Cap Value Idx Retire's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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