Tiaa Cref Social Choice Fund Quote
| TRPSX Fund | USD 25.60 0.05 0.19% |
PerformanceVery Weak
| Odds Of DistressLow
|
Tiaa-cref Social is trading at 25.60 as of the 21st of March 2025; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 25.65. Tiaa-cref Social 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in large-cap equity securities that meet the funds ESG criteria. It may also invest in securities issued by other countries, or their agencies or instrumentalities as approved by the Board of Trustees. More on Tiaa Cref Social Choice
Tiaa-cref Mutual Fund Highlights
| Fund Concentration | TIAA Investments Funds, Large Blend Funds, Large Blend, TIAA Investments, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Tiaa Cref Social Choice [TRPSX] is traded in USA and was established 21st of March 2025. Tiaa-cref Social is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of TIAA Investments family. This fund at this time has accumulated 3.83 B in assets with no minimum investment requirementsTiaa Cref Social is currently producing year-to-date (YTD) return of 2.02% with the current yeild of 0.01%, while the total return for the last 3 years was 9.97%.
Check Tiaa-cref Social 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 Social Choice 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 Social Choice Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Tiaa Cref Social Risk Profiles
| Mean Deviation | 0.7929 | |||
| Standard Deviation | 0.9934 | |||
| Variance | 0.9868 | |||
| Risk Adjusted Performance | (0.09) |
Tiaa-cref Social Against Markets
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Social 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 Social security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Transaction History View history of all your transactions and understand their impact on performance |