TIAA-CREF Equity Index InstlTIEIX

Morningstar Rating

Fund Research and Analysis

by Hilary Fazzone

TIAA-CREF Institutional Equity Index is a respectable option, but consider others, too.

The first thing to consider when choosing an index fund is what benchmark it tracks. This offering follows the Russell 3000 Index, which is a market-cap-weighted compilation of the largest 3,000 U. Read more

Kudos

Well-diversified portfolio offers broad market exposure.

Low costs. Read more

Risks

Above-average exposure to mid- and small-cap names means that the fund may lag its rivals when the largest stocks rule the roost. It also spurs volatility.

There are cheaper ways to get broad market exposure.

Aftertax returns are good, but they're not as strong you'd expect from a total market index fund. Read more

Strategy

This fund tracks the performance of the Russell 3000 Index, which consists of the 3,000 largest publicly traded U.S. stocks. Although that benchmark excludes the tiniest of companies, it still provides broad exposure to stocks of all market caps. Read more

Management

Philip James Campagna and Anne Sapp lead this fund. They've been at the helm since December 2004 and December 2005, respectively. Read more

Inside Scoop

This fund tracks the Russell 3000 Index. It offers broad equity exposure, and thanks to bargain-basement expenses, the fund has a long-term edge over its rivals. The problem is that many of its competitors now boast even bigger advantages. Read more

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