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Guide to TIAA-CREF Large-Cap Value Retire Fund (TRLCX)

Zacks Equity Research

TIAA-CREF Large-Cap Value Retire (TRLCX) a Zacks Rank #1 (Strong Buy) invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund’s benchmark index (the Russell 1000 Value Index) that the fund’s investment adviser believes appear undervalued by the market based on an evaluation of their potential worth.

This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Small Growth. Further, as of the last filing, WELLS FARGO & CO, BANK OF AMERICA CORP and PHILIP MORRIS INTERNATIONAL were the top holdings for TRLCX.

The TIAA-CREF Large-Cap Value Retire fund, managed by TIAA-CREF, carries an expense ratio of 0.64%.

TRLCX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 31.75%, 3 year 8.53% and 5 year 13.22%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

TRLCX’s performance, as of the last filing, when compared to funds in its category was in the top 7% in 1 year, top 29% over the past 3 years, and in the 23% over the past 5 years.

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