Tiaa Cref Social Choice Fund Quote
| TISCX Fund | USD 32.15 0.18 0.56% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Tiaa-cref Social is trading at 32.15 as of the 28th of November 2024; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 32.33. Tiaa-cref Social has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Tiaa Cref Social Choice are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of May 2023 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in large-cap equity securities that meet the funds ESG criteria. It will not generally invest in companies significantly involved in certain business activities, including but not limited to the production of alcohol, tobacco, military weapons, firearms, nuclear power, thermal coal, and gambling products and services.. More on Tiaa Cref Social Choice
Tiaa-cref Mutual Fund Highlights
| Fund Concentration | TIAA Investments Funds, Large Blend Funds, Large Blend, TIAA Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Tiaa Cref Social Choice [TISCX] is traded in USA and was established 28th of November 2024. Tiaa-cref Social is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of TIAA Investments family. This fund at this time has accumulated 3.83 B in assets with minimum initial investment of 2 M. Tiaa Cref Social is currently producing year-to-date (YTD) return of 24.89% with the current yeild of 0.01%, while the total return for the last 3 years was 8.42%.
Check Tiaa-cref Social 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 Social Choice 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 Social Choice Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Tiaa Cref Social Risk Profiles
| Mean Deviation | 0.5823 | |||
| Semi Deviation | 0.6393 | |||
| Standard Deviation | 0.7901 | |||
| Variance | 0.6242 |
Tiaa-cref Social Against Markets
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Social 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 Social security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |