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Morningstar

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

Morningstar Medalist Rating
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%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:19 PM GMT+0

Morningstar’s Analysis TSMWX

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

People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TSMWX

More TSMWX Holdings
  • 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

Builders FirstSource Inc

1.04
11,315,064
Industrials

e.l.f. Beauty Inc

0.86
9,345,199
Consumer Defensive

Atkore Inc

0.76
8,201,091
Industrials

Lattice Semiconductor Corp

0.73
7,882,330
Technology

Cboe Global Markets Inc

0.71
7,660,869
Financial Services

ShockWave Medical Inc

0.67
7,291,721
Healthcare

Brown & Brown Inc

0.67
7,258,878
Financial Services

Lamb Weston Holdings Inc

0.67
7,258,482
Consumer Defensive

UFP Industries Inc

0.66
7,137,468
Basic Materials

PBF Energy Inc Class A

0.63
6,844,726
Energy