4 / 5 Stars
5 5 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#41 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.81 percent over the past year, 13.32 percent over the past three years, 19.83 percent over the past five years, and 7.29 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||19.8%|
|10 Years (Annualized)||7.3%|
The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It attempts to track the return of the U.S. stock market as represented by its benchmark, the Russell 3000® Index, while investing only in companies whose activities are consistent with the fund's social criteria. Its investments are subject to certain environmental, social and governance ("ESG") criteria. The fund may invest up to 15% of its assets in foreign investments.
Fees are Below Average compared to funds in the same category.
TIAA-CREF Social Choice Equity Fund has an expense ratio of 0.18 percent.
Risk is Average compared to funds in the same category according to Morningstar.