Tiaa Cref Small Cap Equity Fund Quote
| TRSEX Fund | USD 21.24 0.05 0.24% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Tiaa-cref Small-cap is trading at 21.24 as of the 1st of December 2024; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 21.19. Tiaa-cref Small-cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Tiaa Cref Small Cap Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in small-cap equity securities. A small-cap equity security is a security within the capitalization range of the companies included in the funds benchmark index, the Russell 2000 Index, at the time of purchase. More on Tiaa Cref Small Cap Equity
Tiaa-cref Mutual Fund Highlights
| Fund Concentration | TIAA Investments Funds, Large Funds, Small Blend Funds, Small Blend, TIAA Investments, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Tiaa Cref Small Cap Equity [TRSEX] is traded in USA and was established 1st of December 2024. Tiaa-cref Small-cap is listed under TIAA Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of TIAA Investments family. This fund at this time has accumulated 3.78 B in assets with no minimum investment requirementsTiaa-cref Small-cap is currently producing year-to-date (YTD) return of 26.17% with the current yeild of 0.01%, while the total return for the last 3 years was 7.16%.
Check Tiaa-cref Small-cap 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 Small Cap Equity 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 Small Cap Equity Mutual Fund Constituents
| HZNP | Horizon Pharma PLC | Stock | Health Care | |
| MASI | Masimo | Stock | Health Care | |
| DK | Delek Energy | Stock | Energy | |
| EVR | Evercore Partners | Stock | Financials | |
| CATY | Cathay General Bancorp | Stock | Financials | |
| SPSC | SPS Commerce | Stock | Information Technology | |
| COR | Cencora | Stock | Health Care | |
| PCTY | Paylocity Holdng | Stock | Information Technology |
Tiaa-cref Small-cap Risk Profiles
| Mean Deviation | 0.9046 | |||
| Semi Deviation | 0.889 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.65 |
Tiaa-cref Small-cap Against Markets
Other Information on Investing in Tiaa-cref Mutual Fund
Tiaa-cref Small-cap 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 Small-cap security.
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