Tiaa Cref Mid Cap Value Fund Quote

TCMVX Fund  USD 16.32  0.12  0.73%   

Performance

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Odds Of Distress

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Tiaa-cref Mid-cap is trading at 16.32 as of the 22nd of March 2025; that is 0.73 percent down since the beginning of the trading day. The fund's open price was 16.44. Tiaa-cref Mid-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of mid-capitalization value companies. It may invest up to 20 percent of its assets in foreign investments. More on Tiaa Cref Mid Cap Value

Tiaa-cref Mutual Fund Highlights

Fund ConcentrationTIAA Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, TIAA Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Tiaa Cref Mid Cap Value [TCMVX] is traded in USA and was established 22nd of March 2025. Tiaa-cref Mid-cap is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of TIAA Investments family. This fund at this time has accumulated 1.69 B in assets with no minimum investment requirementsTiaa-cref Mid-cap is currently producing year-to-date (YTD) return of 1.85% with the current yeild of 0.01%, while the total return for the last 3 years was 6.3%.
Check Tiaa-cref Mid-cap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tiaa-cref Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tiaa-cref Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tiaa Cref Mid Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Tiaa Cref Mid Cap Value Mutual Fund Constituents

CFGCitizens Financial Group,StockFinancials
FCXFreeport McMoran Copper GoldStockMaterials
ALLYAlly FinancialStockFinancials
WMBWilliams CompaniesStockEnergy
LEALear CorporationStockConsumer Discretionary
YUMYum BrandsStockConsumer Discretionary
WELLWelltowerStockReal Estate
CARRCarrier Global CorpStockIndustrials
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Tiaa-cref Mid-cap Risk Profiles

Tiaa-cref Mid-cap Against Markets

Other Information on Investing in Tiaa-cref Mutual Fund

Tiaa-cref Mid-cap financial ratios help investors to determine whether Tiaa-cref Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tiaa-cref with respect to the benefits of owning Tiaa-cref Mid-cap security.
Theme Ratings
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Performance Analysis
Check effects of mean-variance optimization against your current asset allocation