Tiaa Cref Large Cap Value Fund Quote
| TRLCX Fund | USD 23.09 0.12 0.52% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Tiaa-cref Large-cap is trading at 23.09 as of the 1st of February 2025; that is 0.52 percent down since the beginning of the trading day. The fund's open price was 23.21. Tiaa-cref Large-cap has about a 22 % 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. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the funds benchmark index, the Russell 1000 Value Index, that the funds investment adviser believes appear undervalued by the market based on an evaluation of their potential worth. More on Tiaa Cref Large Cap Value
Tiaa-cref Mutual Fund Highlights
| Fund Concentration | TIAA Investments Funds, Large Value Funds, Large Value, TIAA Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Tiaa Cref Large Cap Value [TRLCX] is traded in USA and was established 1st of February 2025. Tiaa-cref Large-cap is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of TIAA Investments family. This fund at this time has accumulated 6.75 B in assets with no minimum investment requirementsTiaa-cref Large-cap is currently producing year-to-date (YTD) return of 5.0% with the current yeild of 0.01%, while the total return for the last 3 years was 9.83%.
Check Tiaa-cref Large-cap 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 Large Cap Value 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 Large Cap Value Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| C | Citigroup | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GILD | Gilead Sciences | Stock | Health Care | |
| BAC | Bank of America | Stock | Financials |
Tiaa-cref Large-cap Risk Profiles
| Mean Deviation | 0.5929 | |||
| Semi Deviation | 0.7893 | |||
| Standard Deviation | 0.8221 | |||
| Variance | 0.6758 |
Tiaa-cref Large-cap Against Markets
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Large-cap 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 Large-cap security.
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