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Morningstar

TIAA-CREF Real Estate Sec Retire TRRSX

Morningstar Analyst Rating
Quantitative rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 18.75  /  0.69 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.59%
  • Turnover 25%

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

Morningstar’s Analysis TRRSX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin TIAA-CREF Real Estate Sec Retire's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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