3 / 5 Stars
4 4 2 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#61 in Small Blend
U.S. News evaluated 225 Small Blend 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 27.24 percent over the past year, 14.86 percent over the past three years, 22.27 percent over the past five years, and 8.32 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||8.3%|
The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities in smaller domestic companies based on a market index. Under normal circumstances, the fund invests at least 80% of its assets in equity securities included in its benchmark index (the Russell 2000® Index). It buys most, but not necessarily all, of the stocks in its benchmark index, and will attempt to closely match the overall investment characteristics of its benchmark index. 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 Small-Cap Blend Index Fund has an expense ratio of 0.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.