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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 12.57  /  0.63 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.480%
  • 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 0.83%
  • Turnover 85%

Morningstar’s Analysis TSMWX

Will TSMWX outperform in future?

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

A strong management team and sound investment process underpin TIAA-CREF Quant Sm/ Md-Cp Eq Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings TSMWX

  • Current Portfolio Date
  • Equity Holdings 371
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.07
12,794,332
Industrials
0.85
10,164,083
Industrials
0.78
9,351,140
Consumer Defensive
0.77
9,217,572
Basic Materials
0.77
9,191,453
Energy
0.75
8,945,881
Healthcare
0.74
8,874,835
Technology
0.65
7,772,574
Technology
0.63
7,598,822
Industrials
0.63
7,543,702
Industrials