TIAA Investments Fund Family Report
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  • 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
    01-18-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 5.93 1.03
    Microsoft Corp* Technology 5.33 0.86
    Facebook Inc A* Technology 1.89 0.62
    Amazon.com Inc* Consumer Cyclical 10.59 0.60
    Alphabet Inc C* Technology 7.97 0.54
    Bank of America Corporation* Financial Services 6.64 0.53
    JPMorgan Chase & Co* Financial Services 6.43 0.53
    Johnson & Johnson* Healthcare 5.15 0.48
    AT&T Inc* Communication Services -3.16 0.46
    Exxon Mobil Corp* Energy 4.53 0.44
    Wells Fargo & Co* Financial Services 5.41 0.42
    Berkshire Hathaway Inc B* Financial Services 7.55 0.40
    Procter & Gamble Co* Consumer Defensive -1.10 0.38
    Alphabet Inc A* Technology 7.84 0.36
    Citigroup Inc* Financial Services 4.00 0.36
    Chevron Corp* Energy 5.11 0.34
    General Electric Co* Industrials -3.90 0.33
    Pfizer Inc* Healthcare 2.13 0.31
    The Home Depot Inc* Consumer Cyclical 4.64 0.31
    Comcast Corp Class A* Communication Services 4.89 0.31

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

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    TIAA-CREF Internatio Christopher F. Semen 18.60
    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
    01-18-18

    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