Mutual Funds - Profile

TIAA-CREF Social Choice Low Carbon Equity Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to appreciate capital through investing in U.S. companies that meet the fund’s environmental, social and governance and carbon emissions and fossil fuel reserves criteria.

The fund specifically does not invest in business activities including but not limited to the production of tobacco, alcohol, casino and gambling activities, military weapons, fire arms, nuclear power, and thermal coal.

The ESG criteria are implemented based on data provided by independent research vendors.

The ESG criteria that the fund applies are considered non-fundamental investment policies and such criteria and the universe of investments that More

Price

  • Last Close
  • $19.33
    +0.2
  • 52 Week HL
  • $20.64 - $16.39
  • Net Assets
  • $958920 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 30, 2021

Top 10 Holdings
May 30, 2021

Company Holding
Microsoft Corp 4.8
Tesla Inc 1.6
NVIDIA Corp 1.4
Home Depot 1.3
Walt Disney 1.2
Company Holding
Procter & 1.2
Mastercard Inc 1.2
PayPal Holdings 1.2
Adobe Inc 1.1
Intel Corp 1.0
Total 16%

Manager

  • Name
  • Jim Campagna
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-8.7 % YTD

  • 3 Year
  • 29.92%
  • 5 Year
  • 56.49%
  • Best
  • 28.58%
    2019
  • Worst
  • -8.67%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TLWCX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.1% 7.2% -20% 13.5% -0.5% 5.4% 1.3% - - - -
Q2 - 8.3% 22.3% 2.8% 4.9% 3.6% 2.4% -100% - - -
Q3 - 4.6% 9.1% 1.7% 6.7% 4.4% 4.4% -7.6% - - -
Q4 - 2% 12.1% 6.3% -14.1% 5.2% 3.9% 6.1% - - -

Returns +
M

J F M A M J J A S O N D
2022 -8.7% - - - - - - - - - - -
2021 0.2% 3.1% 3.7% 4.2% 1.2% 2.6% 1.6% 2.6% 0.4% 1.1% 0.4% -3.5%

Annual
Return

Index Comparison

Alpha

NAV