TIAA-CREF Small-Cap Equity Retail
730 Third Ave. New York NY 10017
Map
Phone: 800-223-1200
| Category: | Small Blend | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 44.56M | | Year-to-Date Return: | 13.48% | | Yield: | 0.43% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-02 |
|
Michael S. Shing
Lead Manager since
31-Dec-04 | | | Shing joined Teachers Advisors, Inc. in 2004, and serves as managing director. Prior to that, Shing is in the Barlays Blobal Investors from 1993 to 2004. Shing holds a Chartered Financial Designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks a favorable long-term total return. The fund normally invests at least 80% of assets in small-cap equity securities. A small-cap equity security is a security within the capitalization range of the companies included in the Russell 2000? Index at the time of purchase. It invests primarily in equity securities of smaller domestic companies across a wide range of sectors, growth rates and valuations that appear to have favorable prospects for significant long-term capital appreciation. |
| Last Dividend
(12-Dec-08):
| 0.04 | | Last Cap Gain
(14-Dec-07):
| 1.03 | | Annual Holdings Turnover
| 114.00% | | Average for Category:
| 92.45% |
|
| Expense | TCSEX | Category
Avg | | Total Expense Ratio: | 0.69%
| 1.40% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 307 | $618 | | 5 Yr Expense Projection*: |
$ 536 | $996 | | 10 Yr Expense Projection*: |
$ 1,196 | $2,008 |
|
|
0.83% Nasdaq 0.00%
Profile
