4 / 5 Stars
5 5 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#9 in Large Growth
U.S. News evaluated 468 Large Growth 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 29.08 percent over the past year, 16.38 percent over the past three years, and 20.80 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||N/A|
The investment seeks a favorable long-term return, mainly through capital appreciation, primarily from equity securities. Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It will invest primarily in large-cap equity securities that the advisor believes present the opportunity for growth. The fund also seeks to invest in companies expected to benefit from prospective acquisitions, reorganizations, corporate restructurings or other special situations. It may invest up to 20% of its assets in foreign investments.
Fees are Average compared to funds in the same category.
TIAA-CREF Large Cap Growth Fund has an expense ratio of 0.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.