3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#96 in Large Value
U.S. News evaluated 313 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 28.65 percent over the past year, 16.16 percent over the past three years, and 13.46 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||25.9%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||13.5%|
|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. The fund follows an enhanced index management strategy. Advisors actively uses quantitative analysis to attempt to enhance the fund's performance relative to the fund's benchmark index, the Russell 1000® Value Index, while retaining a similar risk profile, instead of passively holding a representative basket of securities designed to match the index. It invests at least 80% of its assets in large domestic companies included in the index at the time of purchase, but not necessarily at index weightings.
Fees are Low compared to funds in the same category.
TIAA-CREF Enhanced Large-Cap Value Index Fund has an expense ratio of 0.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.