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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 14.01  /  −0.28 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.89%
  • Turnover 86%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

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 cost advantage over competitors, priced within the cheapest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.35 17.5 Mil
Technology

Vertiv Holdings Co Class A

1.13 14.5 Mil
Industrials

Vistra Corp

0.82 10.5 Mil
Utilities

Comfort Systems USA Inc

0.78 10.1 Mil
Industrials

Nutanix Inc Class A

0.78 10.1 Mil
Technology

TopBuild Corp

0.77 9.9 Mil
Industrials

Builders FirstSource Inc

0.65 8.4 Mil
Industrials

AppLovin Corp Ordinary Shares - Class A

0.63 8.1 Mil
Technology

nVent Electric PLC

0.62 8.1 Mil
Industrials

Elastic NV

0.62 8.0 Mil
Technology