Mutual Funds Center
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
Category:Institutional Funds
Assets: ($ millions)$500.9

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$2,000
IRA reinvest min.:100.00
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:27.91
Avg. P/B:5.75
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 Issues01/31/18
Shareholder activism:Yes
Community investment:Yes
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

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 Performance01/31/18
  Fund Return Percentile Rank *
Year to date: 5.39% 46
1 Year: 24.82% 49
Annualized returns:
3 Year: 13.18% 41
5 Year: 14.36% 47
10 Year: 9.36% 40
Since inception: 5.87% 86
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 Statistics01/31/18
Alpha 3YR:-1.39
Alpha 5YR:-1.62
Beta 3YR:1.01
Beta 5YR:1.02
R. Squared 3YR:97.52
R. Squared 5YR:97.33
Sharpe 3YR:1.23
Sharpe 5YR:1.42
Std. Dev. 3YR:9.83
Std. Dev. 5YR:9.83
Sector Distribution 
Basic Industries4.54% 
Cap. Goods & Tech.13.21% 
Consumer Cyclicals7.84% 
Consumer Non-Cyclicals18.99% 

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