4 / 5 Stars
5 5 5 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 330 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 23.67 percent over the past year, 16.79 percent over the past three years, 19.10 percent over the past five years, and 7.95 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.2%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||7.9%|
The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities of large domestic value companies based on a market index. Under normal circumstances, the fund invests at least 80% of its assets in securities of its benchmark index (the Russell 1000® Value Index). It is designed to track various U.S. equity markets as a whole or a segment of these markets. The fund primarily invests its assets in equity securities selected to track a designated stock market index.
Fees are Low compared to funds in the same category.
TIAA-CREF Large-Cap Value Index Fund has an expense ratio of 0.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.