TIAA Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.47-0.068.8418.11--
    Category Average5.89-1.197.5417.471.99
    Assets for Each Yr*104.87114.20136.54176.21176.21
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 18.11 8.71 10.71

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $176,208 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 41.88 0.45 Very Low
    International Stock 3.1 14.53 0.66 Very Low
    Municipal Bond 2.1 0.16 0.45 Very Low
    Taxable Bond 3.7 16.54 0.49 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 4.11 0.92
    Microsoft Corp* Technology 3.29 0.75
    Facebook Inc A* Technology 1.09 0.54
    Amazon.com Inc* Consumer Cyclical 11.58 0.52
    Alphabet Inc C* Technology 7.20 0.46
    JPMorgan Chase & Co* Financial Services 5.51 0.46
    Bank of America Corporation* Financial Services 5.83 0.45
    Johnson & Johnson* Healthcare 5.11 0.42
    AT&T Inc* Communication Services -4.27 0.39
    Exxon Mobil Corp* Energy 3.98 0.39
    Wells Fargo & Co* Financial Services 3.02 0.36
    Berkshire Hathaway Inc B* Financial Services 6.09 0.35
    Procter & Gamble Co* Consumer Defensive -1.81 0.32
    Alphabet Inc A* Technology 7.34 0.32
    Citigroup Inc* Financial Services 3.63 0.31
    Chevron Corp* Energy 5.45 0.29
    General Electric Co* Industrials 4.36 0.28
    The Home Depot Inc* Consumer Cyclical 3.58 0.27
    Comcast Corp Class A* Communication Services 4.81 0.27
    Philip Morris International Inc* Consumer Defensive -0.74 0.27

    Worst 5-Year Relative Performance | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Christopher F. Semen 18.50
    TIAA-CREF Mid-Cap Va Richard Cutler 14.40
    TIAA-CREF Large-Cap Richard Cutler 14.30
    TIAA-CREF Growth & I Susan Kempler 12.90
    TIAA-CREF Lifecycle John Cunniff 11.80

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Antonio Ramos 1.10
    TIAA-CREF Global Nat Jeff Bellman 1.30
    TIAA-CREF Internatio Anupam Damani 1.50
    TIAA-CREF Small/Mid- Adam Cao 1.50
    TIAA-CREF Enh Lg Cp Max Kozlov 1.60