TIAA-CREF Mutual Funds

TIAA-CREF Social Choice Equity Fund (Retail)

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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., 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: 0.61% of average daily net assets for Retail 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

0.26 (1.98%)
0.46% / 0.46%
$12.76 - $15.73
As of close 02/05/2016As of 01/31/2016
As of 01/31/2016
Based on risk adjusted returns

Management Team

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

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 23 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 Investments, Quantitative Portfolio Management

Lei Liao is a director and equity index portfolio manager for the TIAA-CREF organization. Mr. Liao has portfolio co-management responsibilities for all equity index funds and socially screened equity portfolios. He joined the TIAA-CREF organization in 2012. Mr. Liao has 11 years of industry experience, including several years at Northern Trust Corp. as a senior equity portfolio manager. Mr. Liao earned an M.B.A. from the Ross Business School at the University of Michigan. He also holds the Chartered Financial Analyst (CFA) designation.

Our Investment Philosophy

The Fund's philosophy is to offer competitive returns consistent with the long-term performance of the Russell 3000 Index while giving special consideration to certain environmental, social and governance (ESG) criteria. The strategy:

  • Provides long-term performance similar to that of a broad U.S. equity benchmark, which allows it to serve as a core U.S. equity allocation in a model portfolio.
  • Applies a "best-in-class" ESG performance approach, incorporating proprietary frameworks as well as independent, comprehensive third-party research.
  • Assesses companies’ ESG-related impacts, both positive and negative, on stakeholders (employees, communities, customers, suppliers and the environment) and monitors adherence to international norms and conventions.
  • Provides investors with access to the long-term performance potential of the broad U.S. stock market.
  • Maintains a portfolio with higher ESG performance quality than its benchmark.
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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