We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Previously known as TIAA-CREF, Teachers Insurance and Annuity Association of America Fund (TIAA) was founded by Andrew Carnegie in 1918. TIAA had $1.3 trillion in assets under management as of Dec 31, 2021. A major portion of its assets is allocated to stocks and fixed income securities.
Nuveen, the investment management arm of TIAA, offers financial services pertaining to investment advice and portfolio management to more than five million customers and around 16,000 institutional investors. The company has investments in more than 50 nations, with about 258 offices located in 26 countries.
TIAA-CREF Social Choice Equity Fund Retail Class (TICRX - Free Report) seeks returns similar to the Russell 3000 Index. The fund invests the lion’s share of its assets in equity securities issued by companies after giving particular consideration to certain ESG criteria. TICRX has three-year annualized returns of 18.1%.
TICRX has an expense ratio of 0.46% compared with the category average of 0.83%.
TIAA-CREF Lifestyle Growth Fund Premier Class (TSGPX - Free Report) aims for long-term capital appreciation with some current income. The fund invests the majority of its assets in equity underlying funds and the minority in fixed-income underlying funds. TSGPX has three-year annualized returns of 12.4%.
As of the end of May 2021, TSGPX held 15 issues, with 19.87% of its assets invested in TIAA-CREF Core Plus Bond Instl.
TIAA-CREF Mid-Cap Growth Fund Retail Class (TCMGX - Free Report) aims for favorable total return over a long period of time. The fund invests the majority of its assets in securities of medium-sized domestic companies as defined by the Russell Midcap Growth Index, which the investment adviser believes has the opportunity for growth. TCMGX has three-year annualized returns of 20.2%.
Adrian Almazan is one the fund managers of TCMGX since 2019.
Image: Bigstock
3 TIAA Mutual Funds That You Should Grab Today
Previously known as TIAA-CREF, Teachers Insurance and Annuity Association of America Fund (TIAA) was founded by Andrew Carnegie in 1918. TIAA had $1.3 trillion in assets under management as of Dec 31, 2021. A major portion of its assets is allocated to stocks and fixed income securities.
Nuveen, the investment management arm of TIAA, offers financial services pertaining to investment advice and portfolio management to more than five million customers and around 16,000 institutional investors. The company has investments in more than 50 nations, with about 258 offices located in 26 countries.
Below we share with you three top-ranked TIAA Mutual Funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of TIAA Mutual Funds.
TIAA-CREF Social Choice Equity Fund Retail Class (TICRX - Free Report) seeks returns similar to the Russell 3000 Index. The fund invests the lion’s share of its assets in equity securities issued by companies after giving particular consideration to certain ESG criteria. TICRX has three-year annualized returns of 18.1%.
TICRX has an expense ratio of 0.46% compared with the category average of 0.83%.
TIAA-CREF Lifestyle Growth Fund Premier Class (TSGPX - Free Report) aims for long-term capital appreciation with some current income. The fund invests the majority of its assets in equity underlying funds and the minority in fixed-income underlying funds. TSGPX has three-year annualized returns of 12.4%.
As of the end of May 2021, TSGPX held 15 issues, with 19.87% of its assets invested in TIAA-CREF Core Plus Bond Instl.
TIAA-CREF Mid-Cap Growth Fund Retail Class (TCMGX - Free Report) aims for favorable total return over a long period of time. The fund invests the majority of its assets in securities of medium-sized domestic companies as defined by the Russell Midcap Growth Index, which the investment adviser believes has the opportunity for growth. TCMGX has three-year annualized returns of 20.2%.
Adrian Almazan is one the fund managers of TCMGX since 2019.
To view the Zacks Rank and past performance of all TIAA Mutual Funds, investors can click here to see the complete list of TIAA Mutual Funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>