TIAA-CREF Equity Index Retail 730 Third Ave. New York NY 10017 Map
Phone: 800-223-1200
| Category: | Large Blend | | Fund Family: | TIAA-CREF Mutual Funds | | Net Assets: | 302.55M | | Year-to-Date Return: | 17.96% | | Yield: | 1.72% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-06 |
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Anne Sapp
Lead Manager since
31-Dec-04 | | | Sapp has worked for TIAA-CREF since 2004. From 2001 to 2004, prior to joining TIAA-CREF, she was the lead equity portfolio manager at Mellon Transition Management. From 1996 to 2000, she ran index portfolios for Mellon Capital Management, and served as co-manager of the index team. Sapp holds the Chartered Financial Analyst 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 |
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| The investment seeks a favorable long-term total return. The fund primarily invests in a portfolio of equity securities selected to track the overall U.S. equity markets based on a market index. Its benchmark is Russell 3000 index. |
| Last Dividend
(12-Dec-08):
| 0.14 | | Last Cap Gain
(14-Dec-07):
| 0.19 | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 78.94% |
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| Expense | TINRX | Category Avg | | Total Expense Ratio: | 0.19%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 141 | $776 | | 5 Yr Expense Projection*: |
$ 246 | $1,291 | | 10 Yr Expense Projection*: |
$ 555 | $2,371 |
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