Tiaa Cref Large Cap Growth Fund Manager Performance Evaluation

TILRX Fund  USD 29.19  0.16  0.55%   
The entity has a beta of 0.85, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tiaa Cref's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tiaa Cref is expected to be smaller as well.

Risk-Adjusted Performance

6 of 100

 
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Tiaa Cref Large Cap Growth are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Tiaa Cref may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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11/21/2024
Expense Ratio0.6600
  

Tiaa Cref Relative Risk vs. Return Landscape

If you would invest  2,749  in Tiaa Cref Large Cap Growth on September 14, 2024 and sell it today you would earn a total of  170.00  from holding Tiaa Cref Large Cap Growth or generate 6.18% return on investment over 90 days. Tiaa Cref Large Cap Growth is currently producing 0.1024% returns and takes up 1.1922% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Tiaa, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Tiaa Cref is expected to generate 1.62 times more return on investment than the market. However, the company is 1.62 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of risk.

Tiaa Cref Current Valuation

Fairly Valued
Today
29.19
Please note that Tiaa Cref's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Tiaa Cref Large has a current Real Value of $29.15 per share. The regular price of the fund is $29.19. We determine the value of Tiaa Cref Large from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Tiaa Cref is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tiaa Mutual Fund. However, Tiaa Cref's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  29.19 Real  29.15 Hype  29.19
The intrinsic value of Tiaa Cref's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Tiaa Cref's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
29.15
Real Value
30.33
Upside
Estimating the potential upside or downside of Tiaa Cref Large Cap Growth helps investors to forecast how Tiaa mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Tiaa Cref more accurately as focusing exclusively on Tiaa Cref's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
28.0129.1930.37
Details

Tiaa Cref Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Tiaa Cref's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tiaa Cref Large Cap Growth, and traders can use it to determine the average amount a Tiaa Cref's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0859

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Estimated Market Risk

 1.19
  actual daily
10
90% of assets are more volatile

Expected Return

 0.1
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.09
  actual daily
6
94% of assets perform better
Based on monthly moving average Tiaa Cref is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tiaa Cref by adding it to a well-diversified portfolio.

Tiaa Cref Fundamentals Growth

Tiaa Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tiaa Cref, and Tiaa Cref fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tiaa Mutual Fund performance.

About Tiaa Cref Performance

Evaluating Tiaa Cref's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tiaa Cref has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tiaa Cref has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the funds benchmark index that its investment adviser believes present the opportunity for growth. The fund also seeks to invest in companies expected to benefit from prospective acquisitions, reorganizations, corporate restructurings or other special situations. It may invest up to 20 percent of its assets in foreign investments. The fund is non-diversified.

Things to note about Tiaa Cref Large performance evaluation

Checking the ongoing alerts about Tiaa Cref for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tiaa Cref Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio - MSN
The fund maintains 99.57% of its assets in stocks
Evaluating Tiaa Cref's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tiaa Cref's mutual fund performance include:
  • Analyzing Tiaa Cref's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tiaa Cref's stock is overvalued or undervalued compared to its peers.
  • Examining Tiaa Cref's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Tiaa Cref's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tiaa Cref's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Tiaa Cref's mutual fund. These opinions can provide insight into Tiaa Cref's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Tiaa Cref's mutual fund performance is not an exact science, and many factors can impact Tiaa Cref's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Tiaa Mutual Fund

Tiaa Cref financial ratios help investors to determine whether Tiaa 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 with respect to the benefits of owning Tiaa Cref security.
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