3 / 5 Stars
3 4 2 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#56 in Small Blend
U.S. News evaluated 229 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 24.99 percent over the past year, 14.01 percent over the past three years, 20.42 percent over the past five years, and 8.38 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||8.4%|
The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of smaller domestic companies. Under normal circumstances, the fund invests at least 80% of its assets in small-cap equity securities. A small-cap equity security is a security within the capitalization range of the companies included in the fund's benchmark index, the Russell 2000® Index, at the time of purchase. It invests primarily in equity securities of smaller domestic companies across a wide range of sectors, growth rates and valuations that appear to have favorable prospects for significant long-term capital appreciation.
Fees are Average compared to funds in the same category.
TIAA-CREF Small-Cap Equity Fund has an expense ratio of 0.44 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.