Tiaa Cref Real Estate Fund Quote

TCREX Fund  USD 19.51  0.12  0.62%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Tiaa-cref Real is trading at 19.51 as of the 27th of November 2024; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 19.39. Tiaa-cref Real has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Tiaa Cref Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of August 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in the securities of companies that are principally engaged in or related to the real estate industry, including those that own significant real estate assets. It may invest up to 15 percent of its assets in real estate securities of foreign issuers and up to 20 percent of its assets in equity and debt securities of issuers that are not engaged in or related to the real estate industry.. More on Tiaa Cref Real Estate

Moving together with Tiaa-cref Mutual Fund

  0.66DX Dynex CapitalPairCorr
  0.83HR Healthcare Realty TrustPairCorr

Moving against Tiaa-cref Mutual Fund

  0.44PW Power REITPairCorr

Tiaa-cref Mutual Fund Highlights

Fund ConcentrationTIAA Investments Funds, Large Funds, Real Estate Funds, Real Estate, TIAA Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Tiaa Cref Real Estate [TCREX] is traded in USA and was established 27th of November 2024. Tiaa-cref Real is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of TIAA Investments family. This fund at this time has accumulated 2.97 B in assets with no minimum investment requirementsTiaa Cref Real is currently producing year-to-date (YTD) return of 12.94% with the current yeild of 0.03%, while the total return for the last 3 years was -2.18%.
Check Tiaa-cref Real Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tiaa-cref Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tiaa-cref Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tiaa Cref Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Tiaa Cref Real Estate Mutual Fund Constituents

WYWeyerhaeuserStockReal Estate
SLGSL Green RealtyStockReal Estate
FRTFederal Realty InvestmentStockReal Estate
REGRegency CentersStockReal Estate
PLDPrologisStockReal Estate
AREAlexandria Real EstateStockReal Estate
WELLWelltowerStockReal Estate
SUISun CommunitiesStockReal Estate
More Details

Tiaa Cref Real Risk Profiles

Tiaa-cref Real Against Markets

Other Information on Investing in Tiaa-cref Mutual Fund

Tiaa-cref Real financial ratios help investors to determine whether Tiaa-cref Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tiaa-cref with respect to the benefits of owning Tiaa-cref Real security.
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