tiscx fund fact sheet

Get your money out of fossil fuels. PDF Bond Fund Tiaa TIAA-CREF Social Choice Equity Fund: TISCX: 100%: View Underlying Mutual Funds Investment Professionals. TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class had filed a previous NPORT-P on 2021-06-25 disclosing 1,177,985 shares of Intel Corp. at a value of . Under normal circumstances, the Fund invests at least 80% of its assets (net assets, plus the amount of any borrowings for . investment, market cap and category. 1Exposure to socially responsible U.S. companies (excludes tobacco companies) 2Access to 100+ large- and mid-cap stocks that have been . Level 2 / Tier 2. TIAA-CREF Social Choice Equity Fund Institutional Class (07/99) TISCX 0.18 33.40 18.18 17.85 15.64 7.69 TIAA-CREF Social Choice Equity Fund Retail Class (03 /06) TICRX 0.46 33.02 17.86 17.53 15.32 10.12 T. Rowe Price Dividend Growth Fund (12/92) PRDGX 0.63 29.63 17.48 16.28 15.47 10.66 Category Average - 0.83 31.33 16.11 16.24 14.66 - S&P 500 TR USD - - 31.17 18.07 18.02 16.34 - 1 Numbers are . Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Sign In. The fund was rated against the following numbers of U.S.-domiciled funds: 263, 229 and 169, over the 3, 5 and 10 year periods, respectively. KEY FACTS INVESTMENT GOALS Retirement Income Cash Management Portfolio Stability KEY INVESTMENT TEAM The risks of investing in securities of foreign issuers can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues. The Global Industry Classification Standards was developed by and is the exclusive property and a . 0.49%. Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. see the fund fact sheet and other information for each fund. This fund does not charge 12b-1 fees. Fees and Expensesas of03-01-21 Prospectus Gross Expense Ratio 0.18 % Total Annual Operating Exp per $1000 $ 1.80 Maximum Sales Charge . Dreyfus S&P 500 Index (PEOPX) Expense Ratio: 0.50% Expected Lifetime Fees: $15,685.71 The Dreyfus S&P 500 Index fund (PEOPX) is a Large Blend fund started on 1/2/1990 and has $2.20 billion in assets under management. Fact sheet| September 30, 2021 VanguardTotal Stock Market Index Fund Domestic stock fund|Institutional Select Shares Fund facts Risk level Low High Total net assets Expense ratio as of 04/29/21 Ticker symbol Turnover rate Inception date Fund number 12345 $48,642 MM 0.01 % VSTSX 8.0 % 06/27/16 1785 Investment objective Vanguard Total Stock Market Index Fund seeks to track the performance of . A Mutual Fund Second Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor Teachers Advisors LLC Asset Class Large Cap - Blend Primary Index Russell 1000 Index Net Assets $3,324.3 Million Inception Date 07/01/1999 Ticker TISCX Gross Expense Ratio 0.17% Morningstar Category Large Blend Morningstar Overall Rating™ ««« Overall # of Funds in Morningstar Category 1205 Portfolio Manager(s . Fossil Free Funds is a search platform that informs and empowers everyday investors. ¹ A Fund's 30-Day Yield, sometimes referred to as "standardized yield" or "SEC yield," is expressed as an annual percentage rate using a method of calculation adopted by the Securities and Exchange Commission (SEC). Tuition Financing, Inc. (TFI) has an experienced, dedicated 529 College Savings team of investment and actuarial professionals who design the age-based glide path and asset allocation recommendations. A straightforward, low-cost fund with no investment minimums The Fund can serve as part of the core of a diversified portfolio Simple access to the U.S. investment grade, taxable bond market Provides income from more than 4,000 U.S. government and investment grade bonds Documents SWAGX Prospectus and Other Regulatory Documents SWAGX Fact Sheet For a mutual fund, the net expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund's most recent prospectus, after any fee waiver and/or expense reimbursements that will reduce any fund operating expenses. search. Products and services described on this website are intended for United States residents only.Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. TIAA-CREF Social Choice Equity Fund Institutional Class 2; TISCX : 9.03% : 31.49% : 31.49% : 14.53% : 10.72% : 12.63% -- 07/01/1999 : 0.17% / 0.17%; Average Annual Returns; Asset Class, Fund and Index Ticker; 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date Gross/Net Expense Ratio TIAA-CREF Equity Index Fund Institutional Class 2; TIEIX ; 9.06% : 30.87% ; 30.87% : 14.52% . The Fund relies on the Index Provider to identify the securities to be included in the Index that provide exposure to the . Level 1 / Tier 1. TIAA-CREF Social Choice Equity Fund Institutional Class (07/99) TISCX 0.18 33.40 18.18 17.85 15.64 7.69 TIAA-CREF Social Choice Equity Fund Retail Class (03 /06) TICRX 0.46 33.02 17.86 17.53 15.32 10.12 T. Rowe Price Dividend Growth Fund (12/92) PRDGX 0.63 29.63 17.48 16.28 15.47 10.66 Category Average - 0.83 31.33 16.11 16.24 14.66 - S&P 500 TR USD - - 31.17 18.07 18.02 16.34 - 1 Numbers are . Portfolio Management from WELLINGTON MANAGEMENT Alan T. Hsu Managing Director Equity Portfolio Manager and Global Industry Analyst 5 YRS MANAGING THIS FUND 13 YRS Investment Policy. Investors should consider a Fund's objective, risks, and charges and expenses, and read the summary prospectus, if available, and/or the Prospectus carefully before investing or sending money. 2021-09-24 - TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class has filed a NPORT-P form disclosing ownership of 1,290,206 shares of Intel Corp. (UA:INTC) with total holdings valued at $69,309,866 USD as of 2021-07-31. TIAA-CREF Social Choice Equity Fund fact sheet - MF. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Check out TISCX fact sheet, performance, buy or sell analysis, and alternatives. Nuveen Securities, LLC, member FINRA . Cboe. Prospectuses & Product Disclosures. TIAA-CREF Social Choice Equity Fund Summary Prospectus 1 Summary Prospectus MARCH 1, 2014, AS AMENDED AND RESTATED MAY 8, 2014 TIAA-CREF Social Choice Equity Fund of the TIAA-CREF Funds Class Ticker: Retail TICRX Retirement TRSCX Premier TRPSX Institutional TISCX View & analyze the TISCX fund chart by total assets, risk rating, Min. CUSIP. Weapon Free Funds is a search platform that informs and empowers everyday investors. in companies whose activities are consistent with the fund's ESG criteria. Retirement plan participants. 12b-1 Fee . Updated: October 10, 2021. In addition to expense ratio and issuer information, this table . Find funds related to JPMORGAN EQUITY INDEX FUND A by Mutual Fund sector and Mutual Fund family. TIAA-CREF Social Choice Equity Fund Institutional TISCX Vanguard Prime Money Market Institutional VMRXX Voya Small Cap Growth Trust Fund (CIT)^ 2 N/A Wells Fargo Stable Value Fund (CIT)^† C N/A * TIAA Traditional Annuity is a guaranteed insurance contract and not an investment for federal securities law purposes. The 30-Day . 3-year return above the benchmark; 5-year return above the benchmark; 10-year return above the benchmark; 15-year return . Other classes may have different performance characteristics. document.writeln(" Authentication error: Unauthorized quotetools usage: 2021-06-18T23:10:35.282 Please contact quotemedia.com \ Funds related . Retirement | TRSCX Subscribe Fund description The Fund seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain environmental, social and governance criteria ("ESG"). Fact sheet| September 30, 2021 VanguardTotal Stock Market Index Fund Domestic stock fund|Institutional Select Shares Fund facts Risk level Low High Total net assets Expense ratio as of 04/29/21 Ticker symbol Turnover rate Inception date Fund number 12345 $48,642 MM 0.01 % VSTSX 8.0 % 06/27/16 1785 Investment objective Vanguard Total Stock Market Index Fund seeks to track the performance of . About TISCX The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG. Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds out there. fund lineup will replace the existing funds currently available under Pension2. Please . Fund Name. Before investing, carefully consider fund investment objectives, risks, charges and expenses. Portfolio Manager(s) Philip James(Jim) Campagna, CFA . Request Printed Copy. In addition, our dedicated 529 College Savings team leverages information and knowledge . 2021-12-21 - TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class has filed a NPORT-P form disclosing ownership of 134,763 shares of Adobe Inc (DE:ADB) with total holdings valued at $87,644,464 USD as of 2021-10-31. TIAA-CREF Social Choice Equity Fund: TISCX: 100%: View Underlying Mutual Funds Investment Professionals. give you access to more educational workshops and a more robust Pension2 website, including new retirement income planning tools and . The Fund's performance may not match or correlate to that of its Index, either on a daily or aggregate basis due to factors such as Fund expenses, imperfect correlation, rounding of share prices, changes to the composition of the Index, regulatory policies, high portfolio turnover and the use of leverage (if any). Securities of the Fund are offered and sold only through the prospectus or summary prospectus. The Fund seeks a favorable long-term total return. TIAA-CREF Social Choice Equity earns a Morningstar Analyst Rating of Bronze, thanks mainly to the deep team supporting it and its low price tag. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other . Fact Sheet Full Data Download E-mail. Tuition Financing, Inc. (TFI) has an experienced, dedicated 529 College Savings team of investment and actuarial professionals who design the age-based glide path and asset allocation recommendations. CREF Social Choice Account is a variable annuity incorporated in the USA. With respect to these funds and time periods, the fund received a rating of 3, 4 and 4 stars. TIAA-CREF Social Choice Equity Fund Institutional Class 2; TISCX -20.49% -20.49% -8.25% : 4.36% : 5.60% : 9.48% -- 07/01/1999 : 0.17% / 0.17%; Average Annual Returns; Asset Class, Fund and Index Ticker; 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date Gross/Net Expense Ratio TIAA-CREF Equity Index Fund Institutional Class 2; TIEIX -20.87% -20.87% -9.17% : 3.98% ; 5.75% . Portfolio characteristics exclude 35 securities in Calvert's Special Equities program, which represent 0.484% of the Fund's portfolio and 2 securities in Calvert's High Impact Investments program, which represented 0.052% of the Fund's portfolio, both as of 06/30/2021. Dollars. n Remaining companies are then evaluated using qualitative criteria . Price at NAV $69.70 as of 12/15/2021 (updated daily) Fund Assets (millions) $146,833.2 Portfolio Managers 1, 2 9 Expense Ratio 3 0.72% Quarterly Fund Fact Sheet (PDF) Prospectus (PDF) Returns at NAV 4 Fund 4 . TIAA-CREF Social Choice Eq Instl TISCX . The fund is not sponsored, endorsed, sold or promoted by S&P and S&P makes no representation, warranty or condition regarding the advisability of investing in the fund. Any guarantees under annuities issued by TIAA are subject to TIAA's claims . Fund Inception Date 11-13-00 Management Company Vanguard Group Inc Telephone 800-662-7447 Web Site www.vanguard.com Issuer Vanguard Category Description: Mid-Cap Growth Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.257.8787. MRLAX Morgan Stanley Institutional Global Real Estate Fund I TISCX TIAA-CREF Social Choice Equity Fund Institutional Guaranteed Annuity TIAA Traditional Annuity (Retirement Choice Contract)* N/A VMRXX Vanguard Prime Money Market Institutional N/A Voya Small Cap Growth Trust Fund Class (CIT) 2 N/A Wells Fargo Stable Value Fund (CIT)** C About CREF Social Choice Account. TIAA-CREF Social Choice Equity Fund Summary Prospectus 1 Summary Prospectus MARCH 1, 2014, AS AMENDED AND RESTATED MAY 8, 2014 TIAA-CREF Social Choice Equity Fund of the TIAA-CREF Funds Class Ticker: Retail TICRX Retirement TRSCX Premier TRPSX Institutional TISCX Advertiser Disclosure. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. TIAA-CREF Social Choice Equity Fund As of 31 Mar 2020 Top positions (%)1 Fundnet assets Microsoft Corp 5.28 Apple Inc 4.71 Amazon.com Inc 3.74 Alphabet Inc 3.31 Procter & Gamble Co 1.55 Intel Corp 1.40 Verizon Communications Inc 1.38 Merck & Co Inc 1.29 UnitedHealth Group Inc 1.26 Home Depot Inc 1.19 Sector allocation (%)2 Fundnet assets Information Technology 22.87 Health Care 15.56 . 10 important things you should know about TIAA Investments TISCX mutual fund . Prospectuses & Product Disclosures. Fact Sheet Prospectus STRATEGY Seeks current income consistent with stability of principal and liquidity by investing in a portfolio of U.S. Treasury securities maturing in 397 days or less that pay interest exempt from state personal income tax. Featuring portfolio management by Nuveen Asset Management, LLC, an affiliate of Nuveen, LLC. FlexShares STOXX® Global ESG Select Index Fund (ESGG) GLOBAL GREEN KPIs. Learn more about mutual funds at fidelity.com. Typically, security classifications used in calculating allocation tables are as of the last trading day of the previous month. The fund has returned 28.25 percent over the past year, 22.59 percent over the past three years, 19.78 percent over the past five years, and 17.66 percent over the past decade. Prior to 6/30 . The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in . Redemption Fee/Term . The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Get your money out of weapon stocks. Analyze the Fund TIAA-CREF Social Choice Equity Fund Institutional Class having Symbol TISCX for type mutual-funds and perform research on other mutual funds. 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