TIAA-CREF Social Choice Equity Fund

Shareclass
TIAA-CREF Social Choice Eq Instl (TISCX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
79.3
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 528 out of 2,548 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment - The ESG assessment process favors companies that show leadership in ESG performance relative to sector peers in areas related to human capital development, which includes considerations of discrimination and workforce diversity, in addition to other factors such as employee compensation and benefits, and professional development. A best-in-class balanced approach is applied. When ESG concerns exist, the evaluation process gives careful consideration to how companies address the risks and opportunities they face in the context of their industry and relative to their peers. Concerns in one area do not automatically eliminate an issuer from being an eligible fund investment.  More
US-SIF member fund managers: want to update your statement?  Contact us
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. International Flavors & Fragrances Inc
    0.06% of assets
    $3.62M invested
  • 2. Citigroup Inc
    0.7% of assets
    $42.71M invested
  • 3. Biogen Inc
    0.03% of assets
    $1.8M invested
  • 4. Dow Inc
    0.09% of assets
    $5.38M invested
  • 5. General Mills Inc
    0.43% of assets
    $26.27M invested
  • 6. Procter & Gamble Co
    1.18% of assets
    $72.41M invested
  • 7. Cummins Inc
    0.14% of assets
    $8.58M invested
  • 8. The Interpublic Group of Companies Inc
    0.06% of assets
    $3.41M invested
  • 9. Welltower Inc
    0.26% of assets
    $16.01M invested
  • 10. Hilton Worldwide Holdings Inc
    0.58% of assets
    $35.86M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Trustmark Corp
    <0.01% of assets
    $9,758 invested
  • 2. NVR Inc
    0.18% of assets
    $10.92M invested
  • 3. Globus Medical Inc Class A
    0.01% of assets
    $632,126 invested
  • 4. Old Dominion Freight Line Inc Ordinary Shares
    0.53% of assets
    $32.73M invested
  • 5. Kratos Defense & Security Solutions Inc
    0.06% of assets
    $3.67M invested
  • 6. Intra-Cellular Therapies Inc
    0.02% of assets
    $1.18M invested
  • 7. Rush Enterprises Inc Class A
    <0.01% of assets
    $295,462 invested
  • 8. Roku Inc Class A
    <0.01% of assets
    $424,569 invested
  • 9. Cohen & Steers Inc
    <0.01% of assets
    $21,204 invested
  • 10. Weatherford International PLC Ordinary Shares - New
    0.09% of assets
    $5.67M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on TISCX at Morningstar.com
Gender Equality and Returns
Returns chart for TIAA-CREF Social Choice Equity Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
TISCX
TIAA-CREF Social Choice Equity Fund
Family
TIAA Investments/Nuveen
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
1.08% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TISCX
TIAA-CREF Social Choice Equity Fund
Family
TIAA Investments/Nuveen
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
1.08% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TISCX
TIAA-CREF Social Choice Equity Fund
Family
TIAA Investments/Nuveen
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
1.08% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
TISCX - TIAA-CREF Social Choice Equity Fund
25%
9.54%
14%
12%
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
-5.07%
-2.34%
-0.94%
-1.08%
Same
Find more financial data on TISCX at Morningstar.com
What's next?
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