TIAA Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.53-0.028.8318.13-0.44
    Category Average5.96-1.157.5017.47-0.47
    Assets for Each Yr*104.61113.97136.42176.16178.50
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.44 7.50 9.22

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $178,502 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 41.12 0.45 Very Low
    International Stock 3.0 14.54 0.66 Very Low
    Municipal Bond 2.1 0.15 0.45 Very Low
    Taxable Bond 3.6 17.01 0.49 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -2.93 0.92
    Microsoft Corp* Technology 8.41 0.91
    Amazon.com Inc* Consumer Cyclical 24.86 0.72
    Bank of America Corporation* Financial Services 2.51 0.49
    JPMorgan Chase & Co* Financial Services 3.90 0.48
    Alphabet Inc C* Technology -2.41 0.46
    Facebook Inc A* Technology -9.50 0.45
    Cisco Systems Inc* Technology 15.74 0.38
    Johnson & Johnson* Healthcare -8.67 0.37
    Berkshire Hathaway Inc B* Financial Services -0.72 0.36
    Alphabet Inc A* Technology -2.89 0.33
    Exxon Mobil Corp* Energy -4.03 0.32
    Intel Corp* Technology 11.96 0.32
    Citigroup Inc* Financial Services -6.36 0.29
    Pfizer Inc* Healthcare 2.21 0.29
    The Home Depot Inc* Consumer Cyclical -5.86 0.29
    Chevron Corp* Energy -1.08 0.28
    Mastercard Inc A* Financial Services 14.28 0.28
    AT&T Inc* Communication Services -6.89 0.28
    Visa Inc Class A* Financial Services 6.49 0.26

    Worst 5-Year Relative Performance | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Christopher F. Semen 18.80
    TIAA-CREF Mid-Cap Va Richard Cutler 14.70
    TIAA-CREF Large-Cap Richard Cutler 14.60
    TIAA-CREF Growth & I Susan Kempler 13.20
    TIAA-CREF Lifecycle John Cunniff 12.10

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Antonio Ramos 1.40
    TIAA-CREF Internatio Anupam Damani 1.70
    TIAA-CREF Small/Mid- Adam Cao 1.70
    TIAA-CREF Enh Lg Cp Max Kozlov 1.90
    TIAA-CREF Short-Term Lijun (Kevin) Chen 2.70