TIAA Investments Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.028.8318.13-6.479.49
    Category Average-1.237.6117.27-6.018.98
    Assets for Each Yr*113.97136.42176.16172.08189.50
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.49 11.46 6.58

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $189,498 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 40.41 0.39 Very Low
    International Stock 3.2 12.79 0.54 Very Low
    Municipal Bond 2.1 0.14 0.44 Very Low
    Taxable Bond 3.5 18.05 0.48 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.81 1.07
    Apple Inc* Technology 24.14 0.92
    JPMorgan Chase & Co* Financial Services 6.20 0.52
    Alphabet Inc Class C* Technology 18.92 0.52
    Bank of America Corporation* Financial Services 14.98 0.44
    Berkshire Hathaway Inc B* Financial Services 0.12 0.42
    Alphabet Inc A* Technology 18.29 0.40
    Chevron Corp* Energy 16.78 0.34
    Pfizer Inc* Healthcare -2.15 0.33
    Verizon Communications Inc* Communication Services 4.75 0.31
    Intel Corp* Technology 17.10 0.29
    Boeing Co* Industrials 16.20 0.27
    Wells Fargo & Co* Financial Services 9.18 0.26
    Comcast Corp Class A* Communication Services 17.62 0.25
    Citigroup Inc* Financial Services 23.63 0.24
    Salesforce.com Inc* Technology 21.89 0.22
    Walt Disney Co* Consumer Cyclical -0.90 0.22
    Adobe Inc* Technology 16.77 0.21
    PepsiCo Inc* Consumer Defensive 8.95 0.18
    Abbott Laboratories* Healthcare 11.13 0.18

    Worst 5-Year Relative Performance | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Christopher F. Semen 19.70
    TIAA-CREF Mid-Cap Va Richard Cutler 16.50
    TIAA-CREF Growth & I Susan Kempler 14.10
    TIAA-CREF Managed Al John Cunniff 13.00
    TIAA-CREF Real Estat David Copp 13.00

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Green Bond Stephen M. Liberator 0.30
    TIAA-CREF Short Dura Stephen M. Liberator 0.30
    TIAA-CREF Quant Sm/M Adam Cao 1.80
    TIAA-CREF Emerging M Barton Grenning 2.10
    TIAA-CREF Quant Intl Antonio Ramos 2.30