TIAA-CREF Mutual Funds

TIAA-CREF Social Choice Equity Fund (Premier)1TRPSX
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Daily NAV

 

Day's Change

 

Portfolio Net Assets

 

Gross / Net Expense Ratio

 
Under the Fund’s expense reimbursement arrangements, the Fund’s investment adviser, Teachers Advisors, Inc. (“Advisors”), has contractually agreed to reimburse the Fund for any Total Annual Fund Operating Expenses (excluding interest, taxes, brokerage and other transactional expenses, Acquired Fund Fees and Expenses and extraordinary expenses) that exceed 0.37% of average daily net assets for Premier Class shares of the Fund. These expense reimbursement arrangements will continue through at least February 28, 2015, unless changed with approval of the Board of Trustees.
 
 

Overall Morningstar Rating

 
The Overall Morningstar Rating is based on risk-adjusted return, and is a weighted average of the applicable 3-, 5-, and 10-year Ratings.
 
 

52 Week Range

$15.66
 
0.01 (0.06%)
 
$1.93B
 
0.33% / 0.33%
 
OVERALL
OUT OF 1,361 FUNDS
 
$13.17 - $15.89
As of close 04/17/2014As of 03/31/2014
As of 03/31/2014
Based on risk adjusted returns
 
04/22/2013
 
 
 
04/02/2014

Management Team

Jim Campagna, CFASenior Director, Equity Investments, Quantitative Portfolio Management
Biography

Jim Campagna is a senior director and quantitative portfolio manager for the TIAA-CREF organization. Mr. Campagna has portfolio management responsibilities for all equity index strategies and socially screened equity portfolios. He joined the TIAA-CREF organization in 2005. Mr. Campagna has 22 years of investment experience. Prior to his employment at TIAA-CREF, he was a portfolio manager at Mellon Capital Management where he was responsible for several funds, and was an index strategy leader for the MSCI® EAFE® mandates. Mr. Campagna earned his B.A. in economics from the University of California, Irvine

 
Anne Sapp, CFAManaging Director, Equity Investments
Biography

Anne Sapp is a managing director and quantitative portfolio manager for the TIAA-CREF organization. Ms. Sapp has portfolio management responsibilities for the organization's equity index strategies as well as socially screened equity portfolios. Her current mandates are global and across multiple index providers, including S&P, Russell, MSCI (developed, emerging and small cap) and real estate indices. Ms Sapp joined the TIAA-CREF organization in 2004. Ms. Sapp has 26 years of investment experience. She was previously a director and lead equity portfolio manager for Mellon Transition Management Services, responsible for managing U.S. and international equity transitions. Prior to that, Ms. Sapp was a vice president and co-manager of Mellon Capital Management's index group. She managed their largest S&P index portfolio as well as Russell and MSCI equity index offerings. Before joining Mellon Bank, Ms. Sapp was a portfolio manager in the fixed-income groups at Wells Fargo Bank and Bankers Trust Company. Ms. Sapp earned a B.A. in economics and French from Middlebury College and an MBA from Georgetown University.

Our Investment Philosophy

The portfolio management team’s underlying philosophy is that competitive returns can be aligned with investors’ values. The environmental, social and governance (ESG) screening process provides a potential investment universe consisting of companies that are:

  • Strong stewards of the environment
  • Devoted to serving local communities and overall society
  • Committed to high labor standards for their own employees and those in the supply chain
  • Dedicated to producing high-quality, safe products
  • Managing their companies in an exemplary and ethical manner

The risks that the fund is subject to include the risk of socially screened investing, market risk, company risk, index risk and foreign investment risks.

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