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TIAA-CREF Inst Soc Ch Eq Retail (TICRX)
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General Fund Information
TIAA-CREF Mutual Funds
P.O. Box 8009  
Boston MA 02266-8009
(800) 223-1200
www.tia-cref.org
Category:Institutional Funds
Style:Value/Growth
Assets: ($ millions)$479.7

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$2,000
IRA reinvest min.:100.00
Type:Large-Cap
Expenses:0.46%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:27.11
Avg. P/B:6.22
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The TIAA CREF Social Choice Equity Fund 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.
Social Issues05/31/18
Shareholder activism:Yes
Community investment:Yes
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance05/31/18
  Fund Return Percentile Rank *
Year to date: 1.86% 50
1 Year: 13.94% 49
Annualized returns:
3 Year: 10.02% 38
5 Year: 11.43% 49
10 Year: 8.54% 43
Since inception: 5.57% 84
Inception date: 03/31/06  
Bear Market: -17.55%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics05/31/18
Alpha 3YR:-0.89
Alpha 5YR:-1.44
Beta 3YR:1.00
Beta 5YR:1.01
R. Squared 3YR:97.59
R. Squared 5YR:97.43
Sharpe 3YR:0.90
Sharpe 5YR:1.09
Std. Dev. 3YR:10.03
Std. Dev. 5YR:10.03
Sector Distribution 
Basic Industries4.54% 
Cap. Goods & Tech.13.21% 
Consumer Cyclicals7.84% 
Consumer Non-Cyclicals18.99% 
Energy6.52% 
Finance25.78% 
Miscellaneous7.37% 
Transportation2.69% 
Utilities13.05% 

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