3 / 5 Stars
3 3 4 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#108 in Large Value
U.S. News evaluated 326 Large Value 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 24.58 percent over the past year, 13.92 percent over the past three years, and 22.43 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||22.4%|
|10 Years (Annualized)||N/A|
The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of large domestic companies. Under normal circumstances, the fund invests at least 80% of its assets in large domestic companies included in the Russell 1000® Value Index at the time of purchase, but not necessarily at index weightings. The Russell 1000® Value Index is a subset of the Russell 1000® Index, which represents the top 1,000 U.S. equity securities in market capitalization.
Fees are Low compared to funds in the same category.
TIAA-CREF Enhanced Large-Cap Value Index Fund has an expense ratio of 0.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.