TIAA-CREF Social Choice Eq InstlTISCX

Fund Research and Analysis

by David Kathman, CFA

TIAA-CREF Social Choice Equity has appeal in the socially responsible niche. This is designed as a core stock fund managed according to socially responsible principles. A team led by Amy O'Brien, TIAA-CREF's head of global, social, and community investing, Read more

Process Pillar:Neutral

First, the social investment team at MSCI ranks the stocks in the MSCI Investable Market Index index (about 2,600 stocks) according to how well they meet social criteria laid down by TIAA-CREF's social Read more

Performance Pillar:Positive

This fund has been a strong performer over the long run, with five- and 10-year returns that rank in the top quartile of the large-blend category. The Institutional shares beat the category in eight Read more

People Pillar:Neutral

This fund's listed managers are Anne Sapp and Philip James Campagna of TIAA-CREF's quantitative group, who have managed the portfolio on a day-to-day basis since October 2004, before which they were at Mellon Capital Management. They also manage seven Read more

Price Pillar:Positive

Each of this fund's four share classes (Institutional, Premier, Retail, and Retirement) have expense ratios in the cheapest quartile of all domestic large-cap funds, and all but one are in the cheapest Read more