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Is TIAA-CREF Large-Cap Value Retirement Fund (TRLCX) Worth Another Look?

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TIAA-CREF Large-Cap Value Retirement (TRLCX - Free Report) a Zacks Rank #1 (Strong Buy) was incepted in December 2002. TRLCX seeks impressive total return over the long run through growth of capital. TRLCX invests in equity securities of companies domiciled in the U.S. TRLCX invests a large chunk of its assets in companies with market capitalizations similar to those listed in the Russell 1000 Value Index. TRLCX may also invest not more than one-fifth of its assets in securities of non-US companies.

This fund, as of the last filing, allocates their fund in six major groups; Large Value, High Yield Bond, Intermediate Bond, Emerging Market, Large Growth and Small Value. Further, as of the last filing, Wells Fargo, Bank of America and Procter & Gamble were the top holdings for TRLCX.

TIAA-CREF Large-Cap Value Retirement, managed by TIAA-CREF, carries an expense ratio of 0.64%. Moreover, TRLCX requires a minimal initial investment of $0.

TRLCX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 16.65%, 3 year 8.06% and 5 year 15.63%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

TRLCX’s performance, as of the last filing, when compared to funds in its category was in the top 4% in 1 year, top 49% over the past 3 years, and in the 28% over the past 5 years.

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