TIAA-CREF Social Choice Low Carbon Equity Fund

Shareclass
TIAA-CREF Social Choice LwCrbn Eq Instl (TNWCX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
83.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 423 out of 2,548 funds


See more funds from this group
 All funds
 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
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
    0.04% of assets
    $517,236 invested
  • 2. Citigroup Inc
    0.7% of assets
    $8.64M invested
  • 3. Biogen Inc
    0.24% of assets
    $2.91M invested
  • 4. General Mills Inc
    0.43% of assets
    $5.33M invested
  • 5. Procter & Gamble Co
    1.2% of assets
    $14.73M invested
  • 6. Welltower Inc
    0.58% of assets
    $7.1M invested
  • 7. JPMorgan Chase & Co
    1.55% of assets
    $19M invested
  • 8. Mastercard Inc Class A
    1.25% of assets
    $15.31M invested
  • 9. PayPal Holdings Inc
    0.62% of assets
    $7.61M invested
  • 10. HubSpot Inc
    0.34% of assets
    $4.22M 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. Old Dominion Freight Line Inc Ordinary Shares
    0.54% of assets
    $6.62M invested
  • 2. Kratos Defense & Security Solutions Inc
    0.06% of assets
    $763,614 invested
  • 3. Cactus Inc Class A
    0.07% of assets
    $815,021 invested
  • 4. Roku Inc Class A
    0.06% of assets
    $676,176 invested
  • 5. Steel Dynamics Inc
    0.23% of assets
    $2.83M invested
  • 6. Weatherford International PLC Ordinary Shares - New
    0.17% of assets
    $2.05M invested
  • 7. Encompass Health Corp
    <0.01% of assets
    $19,682 invested
  • 8. Enhabit Inc Shs
    0.01% of assets
    $155,209 invested
  • 9. Proto Labs Inc
    0.03% of assets
    $322,121 invested
  • 10. Charter Communications Inc Class A
    0.52% of assets
    $6.35M invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byMorningstarFind more financial data on TNWCX at Morningstar.com
Gender Equality and Returns
Returns chart for TIAA-CREF Social Choice Low Carbon 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
TNWCX
TIAA-CREF Social Choice Low Carbon 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 5-yr returns 
0.55% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
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
TNWCX
TIAA-CREF Social Choice Low Carbon 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 5-yr returns 
0.55% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
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
TNWCX
TIAA-CREF Social Choice Low Carbon 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 5-yr returns 
0.55% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
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
TNWCX - TIAA-CREF Social Choice Low Carbon Equity Fund
25%
9.22%
14%
/
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
-5.35%
-2.66%
-0.55%
/
1  / 100 points higher
Find more financial data on TNWCX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer