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TIAA-CREF Instl Social Choice Eq Instl (TISCX)

On Feb 9: 9.07 USD  Up 0.11 (1.23%)  
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Profile  As of 31-Dec-07 Get Profile for:
TIAA-CREF Instl Social Choice Eq Instl
730 Third Ave. New York NY 10017
Phone: 888-842-0318
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FUND OVERVIEW
Category: Large Blend
Fund Family: TIAA-CREF Mutual Funds
Net Assets: 195.41M
Year-to-Date Return: 4.03%
Yield: 1.29%
Morningstar Rating: 4 stars
Fund Inception Date: 01-Jul-99
MORNINGSTAR STYLE BOX
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Anne Sapp
Lead Manager since 13-Oct-04
Sapp has worked for TIAA-CREF since 2004. From 2001 to 2004, prior to joining TIAA-CREF, she was the lead equity portfolio manager at Mellon Transition Management. From 1996 to 2000, she ran index portfolios for Mellon Capital Management, and served as co-manager of the index team. Sapp holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
Min Initial Investment: $0
Min Initial Investment, IRA: $0
Min Initial Investment, AIP: $0
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: $0
Min Subsequent Investment, AIP: $0
TISCX can be purchased from 10 brokerages.
FUND SUMMARY
The investment seeks a favorable long-term total return. The fund invests primarily in equity securities that meet its social criteria. It attempts to track the return of the U.S. stock market as represented by the Russell 3000 index, while investing only in companies whose activities are consistent with the funds' social criteria. The fund may invest in U.S. Government securities and in securities issued by foreign governments or their agencies or instrumentalities as approved by our Corporate Governance and Social Responsibility Committee. It may invest up to 15% of total assets in foreign investments.
FUND OPERATIONS
Last Dividend (14-Dec-07): 0.15
Last Cap Gain (14-Dec-07): 0.12
Annual Holdings Turnover 30.00%
Average for Category: 70.73%
FEES & EXPENSES
Expense TISCX Category
Avg
Total Expense Ratio: 0.20% 1.12%
Max 12b1 Fee: 0.00% N/A
Max Front End Sales Load: 0.00% 5.15%
Max Deferred Sales Load: 0.00% 2.66%
3 Yr Expense Projection*: $80 $584
5 Yr Expense Projection*: $142 $899
10 Yr Expense Projection*: $327 $1,778
* Per $10,000 invested


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