3 / 5 Stars
4 4 3 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#70 in Large Value
U.S. News evaluated 325 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 20.41 percent over the past year, 12.26 percent over the past three years, 20.08 percent over the past five years, and 7.37 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||7.4%|
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-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund's benchmark index (the Russell 1000® Value Index), that the advisor believes appear undervalued by the market based on an evaluation of their potential worth. The fund may invest up to 20% of its assets in foreign investments.
Fees are Low compared to funds in the same category.
TIAA-CREF Large Cap Value Fund has an expense ratio of 0.45 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.