TIAA-CREF SOCIAL Competition

TLWCX Fund

USD 17.56 0.25 1.44%

TIAA-CREF SOCIAL CHOICE competes with RIVERPARKWEDGEWOOD, AB EQUITY, MS Global, Sprucegrove International, and DREYFUSSTANDISH GLOBAL; as well as few others. The fund is listed under Large Blend category and is part of TIAA Investments family. Analyzing TIAA-CREF SOCIAL competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of TIAA-CREF SOCIAL to its intrinsic valuation because they are able to contrast its competitors on a relative basis.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of TIAA-CREF SOCIAL competition on your existing holdings. Check out TIAA-CREF SOCIAL Correlation with its peers.

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of TIAA-CREF SOCIAL's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of TIAA-CREF SOCIAL in the context of predictive analytics.

Hype

Prediction

Low	Estimated	High
16.57	17.56	18.55

Details

Intrinsic

Valuation

Low	Real	High
15.80	19.23	20.22

Details

Naive

Forecast

Low	Next	High
16.45	17.43	18.42

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
17.02	17.32	17.62

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as TIAA-CREF SOCIAL. Your research has to be compared to or analyzed against TIAA-CREF SOCIAL's peers to derive any actionable benefits. When done correctly, TIAA-CREF SOCIAL's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in TIAA-CREF SOCIAL CHOICE.

TIAA-CREF SOCIAL Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between TIAA-CREF SOCIAL and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of TIAA-CREF and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of TIAA-CREF SOCIAL CHOICE does not affect the price movement of the other competitor.

Related Correlations

	RWGFX	AUIRX	MFIRX	SPRDX	DHGCX
RWGFX		0.92	0.42	0.81	0.21	RWGFX
AUIRX	0.92		0.52	0.88	0.3	AUIRX
MFIRX	0.42	0.52		0.74	0.93	MFIRX
SPRDX	0.81	0.88	0.74		0.53	SPRDX
DHGCX	0.21	0.3	0.93	0.53		DHGCX
	RWGFX	AUIRX	MFIRX	SPRDX	DHGCX

Click cells to compare fundamentals

Check Volatility

Backtest Portfolio

Risk-Adjusted Indicators

Nowadays, there is a big difference between TIAA-CREF Mutual Fund performing well and TIAA-CREF SOCIAL Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze TIAA-CREF SOCIAL's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Information Ratio	Expected Shortfall	Potential Upside	Value At Risk	Maximum Drawdown
RWGFX	0.84	0.11	0.10	0.05	0.94	0.1	(1.02)	2.24	(1.93)	4.70	RIVERPARKWEDGEWOOD Profile RIVERPARKWEDGEWOOD Dashboard Technical analysis Backtest News Timeline
AUIRX	0.69	0.08	0.10	0.03	0.78	0.09	(0.79)	1.42	(1.48)	3.66	AB EQUITY Profile AB EQUITY Dashboard Technical analysis Backtest
MFIRX	0.15	(0.01)	0.24	0.01	0.12	0.28	(0.27)	0.40	(0.20)	0.80	MS Global Profile MS Global Dashboard Technical analysis Backtest
SPRDX	0.62	0.07	0.10	0.05	0.83	0.11	(0.62)	1.26	(1.34)	3.56	Sprucegrove International Profile Sprucegrove International Dashboard Technical analysis Backtest
DHGCX	0.22	(0.01)	0.19	0.05	0.22	0.18	(0.29)	0.48	(0.38)	1.09	DREYFUSSTANDISH GLOBAL Profile DREYFUSSTANDISH GLOBAL Dashboard Technical analysis Backtest

TIAA-CREF SOCIAL Competitive Analysis

The better you understand TIAA-CREF SOCIAL competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, TIAA-CREF SOCIAL's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across TIAA-CREF SOCIAL's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	TLWCX	RWGFX	AUIRX	MFIRX	SPRDX	DHGCX
	1.44 17.56 TIAA-CREF	1.08 3.73 RIVERPARKWEDGEWOOD	1.27 27.05 AUIRX	0.20 5.03 MFIRX	0.15 72.63 Sprucegrove	0.38 18.34 DREYFUSSTANDISH
Market Volatility (90 Days Market Risk)	Very steady	Somewhat reliable	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weak	Modest	Insignificant	Insignificant	Modest	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Very Small	Very Small	Very Small	Very Small	Very Small	Very Small
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Buy	Buy	Hold	Buy	Cautious Hold
Net Asset	862.68 M	26.73 M	536.54 M	784.44 M	140.8 M	2.02 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	10 K	N/A
Five Year Return	N/A	8.43 %	4.06 %	3.44 %	N/A	1.96 %
One Year Return	13.86 %	21.86 %	0.07 %	1.69 %	N/A	4.86 %
Last Dividend Paid	0.12	N/A	0.12	0.01	N/A	N/A
Price to Sales	N/A	2.18 X	1.39 X	N/A	N/A	N/A
Price to Book	N/A	3.08 X	2.21 X	N/A	N/A	N/A
Cash Position Weight	1.45 %	0.54 %	0.37 %	8.67 %	7.43 %	10.13 %
Equity Positions Weight	98.55 %	99.46 %	99.63 %	N/A	92.57 %	N/A
Three Year Return	9.54 %	13.67 %	3.09 %	3.62 %	N/A	2.66 %
Bond Positions Weight	N/A	N/A	N/A	44.23 %	N/A	37.99 %
Ten Year Return	N/A	N/A	9.69 %	5.58 %	N/A	2.91 %
Price to Earning	N/A	22.30 X	16.47 X	N/A	N/A	N/A
Coefficient Of Variation	5826.68	1749.06	2430.99	2170.11	1848.55	7413.67
Mean Deviation	0.7832	0.8369	0.6867	0.151	0.615	0.2188
Jensen Alpha	0.0645	0.1107	0.0781	(0.005155)	0.0696	(0.013458)
Total Risk Alpha	0.0686	0.1244	0.0809	0.0118	0.0851	0.0107
Sortino Ratio	0.0621	0.0961	0.0956	0.2407	0.0971	0.1911
Downside Variance	1.03	1.32	0.7375	0.0528	0.8613	0.0677
Standard Deviation	0.9854	1.12	0.8765	0.201	0.8151	0.2723
Kurtosis	(0.51)	0.2095	(0.43)	(0.43)	0.4737	(0.69)
Potential Upside	1.69	2.24	1.42	0.3976	1.26	0.4849
Treynor Ratio	0.0067	0.0537	0.0281	0.0094	0.0539	0.0497
Maximum Drawdown	3.58	4.7	3.66	0.7976	3.56	1.09
Variance	0.9711	1.26	0.7682	0.0404	0.6645	0.0742
Market Risk Adjusted Performance	0.0167	0.0637	0.0381	0.0194	0.0639	0.0597
Risk Adjusted Performance	0.0163	0.0532	0.0366	0.0067	0.0475	(0.010804)
Skewness	(0.06)	0.2767	0.0665	0.3668	(0.61)	0.2984
Semi Deviation	0.9573	0.9405	0.785	0.1162	0.8254	0.2207
Information Ratio	0.0639	0.0982	0.0937	0.2752	0.1106	0.1826
Value At Risk	(1.78)	(1.93)	(1.48)	(0.20)	(1.34)	(0.38)
Expected Short fall	(0.82)	(1.02)	(0.79)	(0.27)	(0.62)	(0.29)
Downside Deviation	1.01	1.15	0.8588	0.2298	0.9281	0.2602
Semi Variance	0.9164	0.8845	0.6162	0.0135	0.6813	0.0487

TIAA-CREF SOCIAL Competition Performance Charts

Five steps to successful analysis of TIAA-CREF SOCIAL Competition

TIAA-CREF SOCIAL's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by TIAA-CREF SOCIAL CHOICE in relation to its competition. TIAA-CREF SOCIAL's competition analysis typically involves several steps, including::

Identifying the key players in the market: This involves identifying the major competitors of TIAA-CREF SOCIAL in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact TIAA-CREF SOCIAL's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to TIAA-CREF SOCIAL CHOICE, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your TIAA-CREF SOCIAL position

In addition to having TIAA-CREF SOCIAL in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Theme ETFs theme has 447 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Theme ETFs Theme or any other thematic opportunities.

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Check out TIAA-CREF SOCIAL Correlation with its peers. Note that the TIAA-CREF SOCIAL CHOICE information on this page should be used as a complementary analysis to other TIAA-CREF SOCIAL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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When running TIAA-CREF SOCIAL's price analysis, check to measure TIAA-CREF SOCIAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy TIAA-CREF SOCIAL is operating at the current time. Most of TIAA-CREF SOCIAL's value examination focuses on studying past and present price action to predict the probability of TIAA-CREF SOCIAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move TIAA-CREF SOCIAL's price. Additionally, you may evaluate how the addition of TIAA-CREF SOCIAL to your portfolios can decrease your overall portfolio volatility.

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Please note, there is a significant difference between TIAA-CREF SOCIAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if TIAA-CREF SOCIAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, TIAA-CREF SOCIAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party. Check out TIAA-CREF SOCIAL Correlation with its peers.

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TIAA-CREF SOCIAL Competition

Specify up to 10 symbols:

TIAA-CREF SOCIAL Competition Correlation Matrix

Related Correlations

Risk-Adjusted Indicators

TIAA-CREF SOCIAL Competitive Analysis

TIAA-CREF SOCIAL Competition Performance Charts

Five steps to successful analysis of TIAA-CREF SOCIAL Competition

Complement your TIAA-CREF SOCIAL position

Did You Try This Idea?

Run Theme ETFs Thematic Idea Now

Theme ETFs

Complementary Tools for TIAA-CREF Mutual Fund analysis

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