Mutual Funds - Profile

TIAA-CREF Mid-Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation through investing in the mid-size companies in the U.S.

The investment process starts with a list of companies between market capitalization of $2 billion and higher but the fund generally invests in companies with market capitalization between $5 billion and $50 billion.

The research team then ranks companies based on financial metrics and identifies companies with above-average growth in earnings, return on capital and cash flow. These companies are evaluated more for the quality of management and durability of the growth profile.

The narrow list of companies are then More

Price

  • Last Close
  • $22.97
    +0.68
  • 52 Week HL
  • $28.31 - $21.42
  • Net Assets
  • $1870 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 30, 2021

Top 10 Holdings
May 30, 2021

Company Holding
Align Technology 2.3
Synopsys Inc 2.1
Twilio Inc 1.8
Match Group 1.8
HubSpot Inc 1.8
Company Holding
Peloton Interactive 1.8
DocuSign Inc 1.8
Sabre Corp 1.7
Avantor Inc 1.6
Veeva Systems 1.6
Total 18.3%

Manager

  • Name
  • Terrence Kontos
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-13.8 % YTD

  • 3 Year
  • 0.61%
  • 5 Year
  • 35.08%
  • Best
  • 46.92%
    2009
  • Worst
  • -13.8%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TRPWX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -13.8% 0.7% -20.9% 21.9% 1.8% 8.2% -3.8% 5.7% 1.4% 11.2% -
Q2 - 9.1% 32.2% 4.6% 6.1% 4.4% 2.6% -0.7% 2.1% 4.7% -
Q3 - -3.5% 12.7% -4.6% 6.9% 5.8% 4.5% -8.9% -1.2% 8.7% -
Q4 - -15.1% 10% -3.3% -19% 4.9% -1.2% 3.7% 5.1% 7.5% -

Returns +
M

J F M A M J J A S O N D
2022 -13.8% - - - - - - - - - - -
2021 -1% 4.1% -2.3% 5% -1.9% 5.9% 0.7% 0.4% -4.5% 5.3% -7% -13.3%

Annual
Return

Index Comparison

Alpha

NAV