Tiaa-cref Social is trading at 13.74 as of the 3rd of December 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 13.71. Tiaa-cref Social has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of foreign issuers that meet the funds ESG criteria. The advisor attempts to achieve the return of the foreign equity markets, as represented by its benchmark index, the MSCl EAFE Index , while taking into consideration certain ESG criteria.. More on Tiaa Cref Social Choice
Tiaa Cref Social Choice [TSORX] is traded in USA and was established 3rd of December 2024. Tiaa-cref Social is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of TIAA Investments family. This fund at this time has accumulated 60.67 M in assets with no minimum investment requirementsTiaa Cref Social is currently producing year-to-date (YTD) return of 6.53% with the current yeild of 0.03%, while the total return for the last 3 years was 3.84%.
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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
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.