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TIAA-CREF Quant Sm/Md-Cp Eq Instl TSMWX

Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 12.56  /  0.63 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.88%
  • Turnover 85%

Morningstar’s Analysis TSMWX

Will TSMWX outperform in future?

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

TIAA-CREF Quant Sm/ Md-Cp Eq Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings TSMWX

  • Current Portfolio Date
  • Equity Holdings 372
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.04
11,315,064
Industrials
0.86
9,345,199
Consumer Defensive
0.76
8,201,091
Industrials
0.73
7,882,330
Technology
0.71
7,660,869
Financial Services
0.67
7,291,721
Healthcare
0.67
7,258,878
Financial Services
0.67
7,258,482
Consumer Defensive
0.66
7,137,468
Basic Materials
0.63
6,844,726
Energy