4 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#18 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap 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 21.88 percent over the past year, 13.12 percent over the past three years, 21.57 percent over the past five years, and 9.72 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||9.7%|
The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of medium-sized domestic companies. Under normal circumstances, the fund invests at least 80% of its assets in mid-cap equity securities. It will invest primarily in equity securities of medium-sized domestic companies, as defined by the fund's benchmark index (the Russell Midcap® 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 Mid-Cap Value Fund has an expense ratio of 0.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.