TIAA Investments Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.028.8318.13-6.47--
    Category Average-1.237.6117.27-6.013.76
    Assets for Each Yr*113.97136.42176.16172.08172.08
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -6.47 6.34 5.07

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $172,079 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 38.93 0.39 Very Low
    International Stock 2.7 13.34 0.54 Very Low
    Municipal Bond 2.1 0.15 0.44 Very Low
    Taxable Bond 3.6 19.25 0.48 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 1.18
    Amazon.com Inc* Consumer Cyclical 12.93 0.85
    JPMorgan Chase & Co* Financial Services 7.96 0.57
    Johnson & Johnson* Healthcare 1.27 0.47
    Bank of America Corporation* Financial Services 18.91 0.45
    Merck & Co Inc* Healthcare -0.71 0.36
    Verizon Communications Inc* Communication Services 2.62 0.34
    The Home Depot Inc* Consumer Cyclical 4.52 0.33
    Mastercard Inc A* Financial Services 7.25 0.31
    UnitedHealth Group Inc* Healthcare 6.58 0.31
    Intel Corp* Technology 4.82 0.30
    Wells Fargo & Co* Financial Services 8.53 0.30
    Citigroup Inc* Financial Services 21.24 0.29
    Walt Disney Co* Consumer Cyclical 1.27 0.22
    Walmart Inc* Consumer Defensive 4.92 0.21
    Netflix Inc* Consumer Cyclical 26.69 0.18
    Amgen Inc* Healthcare 4.73 0.16
    Anthem Inc* Healthcare 1.33 0.16
    PayPal Holdings Inc* Financial Services 8.36 0.16
    Philip Morris International Inc* Consumer Defensive 10.53 0.16

    Worst 5-Year Relative Performance | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Christopher F. Semen 19.60
    TIAA-CREF Mid-Cap Va Richard Cutler 16.30
    TIAA-CREF Growth & I Susan Kempler 13.90
    TIAA-CREF Managed Al John Cunniff 12.80
    TIAA-CREF Real Estat David Copp 12.80

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Green Bond Stephen M. Liberator 0.20
    TIAA-CREF Short Dura Stephen M. Liberator 0.20
    TIAA-CREF Quant Intl Antonio Ramos 2.10
    TIAA-CREF Internatio Anupam Damani 2.50
    TIAA-CREF Quant Sm/M Adam Cao 2.50