TIAA-CREF Mutual Funds

TIAA-CREF Social Choice Equity Fund (Premier)

1TRPSX
Invest >

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., has contractually agreed to reimburse the Fund for any Total Annual Fund Operating Expenses (excluding interest, taxes, brokerage commissions or other transactional expenses, Acquired Fund Fees and Expenses and extraordinary expenses) that exceed: 0.37% of average daily net assets for Premier Class shares. These expense reimbursement arrangements will continue through at least February 29, 2016, 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

$17.17
 
0.04 (0.23%)
 
$2.77B
 
0.33% / 0.33%
 
OVERALL
OUT OF 1,346 FUNDS
 
$15.55 - $17.27
As of close 05/22/2015As of 04/30/2015
As of 04/30/2015
Based on risk adjusted returns
 
10/13/2014
 
 
 
12/03/2014

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

 
Lei Liao, CFADirector, Equity Quantitative Portfolio Management
Biography

Lei Liao is a director and portfolio manager for the TIAA-CREF organization. Mr. Liao manages domestic and international large-, mid- and small-cap equity index portfolios. He joined the TIAA-CREF organization in 2012. Mr. Liao has 10 years of investment experience. Previously, he was a senior portfolio manager at Northern Trust Global Investments and a portfolio manager at World Asset Management. Mr. Liao earned a B.S. in Environmental Science from Nankai University in China, an M.S. in Computer Engineering from Wayne State University, and an MBA from the University of Michigan Ross School of Business. He is a CFA charter holder and is a member of Investment Analyst Society of Detroit and the CFA Institute.

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.

TC Footer Logo
Insights & Outcomes

Market Insights Articles

View all articles

C14724