TIAA Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return6.53-0.028.8318.13-0.20
    Category Average5.96-1.157.5017.43-0.27
    Assets for Each Yr*104.61113.97136.42176.16179.41
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.20 7.29 8.86

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $179,408 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 41.05 0.45 Very Low
    International Stock 3.0 14.60 0.66 Very Low
    Municipal Bond 2.1 0.15 0.45 Very Low
    Taxable Bond 3.7 16.96 0.49 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 12.11 0.92
    Microsoft Corp* Technology 16.32 0.92
    Amazon.com Inc* Consumer Cyclical 36.97 0.72
    Bank of America Corporation* Financial Services 3.52 0.50
    JPMorgan Chase & Co* Financial Services 6.24 0.48
    Alphabet Inc C* Technology 3.18 0.46
    Facebook Inc A* Technology 5.92 0.45
    Cisco Systems Inc* Technology 15.67 0.38
    Johnson & Johnson* Healthcare -11.04 0.37
    Berkshire Hathaway Inc B* Financial Services -1.15 0.37
    Alphabet Inc A* Technology 3.09 0.33
    Exxon Mobil Corp* Energy 0.12 0.32
    Intel Corp* Technology 20.91 0.32
    Citigroup Inc* Financial Services -4.74 0.29
    Mastercard Inc A* Financial Services 27.83 0.29
    Pfizer Inc* Healthcare 1.19 0.29
    The Home Depot Inc* Consumer Cyclical -0.97 0.29
    Chevron Corp* Energy 4.59 0.28
    AT&T Inc* Communication Services -14.27 0.28
    Visa Inc Class A* Financial Services 16.03 0.26

    Worst 5-Year Relative Performance | More
    05-23-18

    Highest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Christopher F. Semen 18.90
    TIAA-CREF Mid-Cap Va Richard Cutler 14.80
    TIAA-CREF Large-Cap Richard Cutler 14.70
    TIAA-CREF Growth & I Susan Kempler 13.20
    TIAA-CREF Lifecycle John Cunniff 12.10

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Antonio Ramos 1.50
    TIAA-CREF Internatio Anupam Damani 1.80
    TIAA-CREF Small/Mid- Adam Cao 1.80
    TIAA-CREF Enh Lg Cp Max Kozlov 2.00
    TIAA-CREF Short-Term Lijun (Kevin) Chen 2.80