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    TIAA-CREF Social Choice Eq Retire (TRSCX)

    17.13 Down 0.01(0.06%) Aug 4

    Profile as of Jun 29, 2015Get Profile for:
    TIAA-CREF Social Choice Eq Retire
    Tiaa-cref Funds730 Third Ave.New York NY 10017
    Phone: 877-518-9161
    Fund Overview 
    Category:Large Blend
    Fund Family:TIAA-CREF Mutual Funds
    Net Assets:2.73B
    Year-to-Date Return:-0.59%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 1, 2002
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
    View Top Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    Philip James Campagna
    Lead Manager since Dec 31, 2005
    Jim Campagna is a quantitative portfolio manager for the TIAA-CREF organization and Teachers Advisors, Inc. Mr. Campagna has portfolio management responsibilities for all equity index strategies and the Social Choice Equity portfolio. Mr. Campagna joined TIAA-CREF in February 2005 and has more than 15 years of investment experience. His prior experience includes seven years at Mellon Capital Management where he was responsible for several mandates and was an index strategy manager for MSCI® EAFE®. Mr. Campagna earned his B.A. in economics from the University of California, Irvine. He also holds the Chartered Financial Analyst (CFA) designation.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    TRSCX can be purchased from 42 brokerages.

    Fund Summary 
    The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The fund attempts to achieve the return of the U.S. stock market as represented by its benchmark, the Russell 3000®Index, while investing only in companies whose activities are consistent with the fund's social criteria. The fund's investments are subject to certain environmental, social and governance ("ESG") criteria.

    Fund Operations 
    Last Dividend (Dec 11, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 7.00%
    Average for Category:46.02%
    Fees & Expenses 
    ExpenseTRSCXCategory Avg
    Annual Report Expense Ratio (net):0.43%1.05%
    Prospectus Net Expense Ratio:0.43%N/A
    Prospectus Gross Expense Ratio:0.43%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.25%
    Max Deferred Sales Load: N/A2.09%
    3 Yr Expense Projection*:138497
    5 Yr Expense Projection*:241779
    10 Yr Expense Projection*:5421,575
    * Per $10,000 invested