Tiaa-Cref Fundamentals

TICRX -  USA Fund  

USD 23.95  0.01  0.0417%

Tiaa-Cref Social Choice fundamentals help investors to digest information that contributes to Tiaa-Cref Social's financial success or failures. It also enables traders to predict the movement of Tiaa-Cref Mutual Fund. This fundamental analysis module provides a way for investors to measures Tiaa-Cref Social's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Tiaa-Cref Social mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Tiaa-Cref Fundamentals 

 
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Tiaa-Cref One Year Return Analysis

Tiaa-Cref Social's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
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Current Tiaa-Cref Social One Year Return

    
  12.49 %  
Most of Tiaa-Cref Social's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Tiaa-Cref Social Choice is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Tiaa-Cref Social One Year Return Component Assessment

Based on the recorded statements, Tiaa-Cref Social Choice has an One Year Return of 12.49%. This is much higher than that of the TIAA Investments family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.

Tiaa-Cref Social Choice Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Tiaa-Cref Social's current stock value. Our valuation model uses many indicators to compare Tiaa-Cref Social value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tiaa-Cref Social competition to find correlations between indicators driving Tiaa-Cref Social's intrinsic value. More Info.
Tiaa-Cref Social Choice is rated second largest fund in equity positions weight among similar funds. It is rated top fund in price to book among similar funds fabricating about  0.03  of Price to Book per Equity Positions Weight. The ratio of Equity Positions Weight to Price to Book for Tiaa-Cref Social Choice is roughly  36.88 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Tiaa-Cref Social by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Tiaa-Cref Social's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tiaa-Cref Social's earnings, one of the primary drivers of an investment's value.

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Risk-Return Analysis

View associations between returns expected from investment and the risk you assume
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Fund Asset Allocation for Tiaa-Cref Social

The fund invests 99.21% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.79%) .
 Value 
      Instrument Type 

Tiaa-Cref Fundamentals

About Tiaa-Cref Social Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Tiaa-Cref Social Choice's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tiaa-Cref Social using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tiaa-Cref Social Choice based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG criteria. Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. The Advisor attempts to achieve the return of the U.S. stock market as represented by its benchmark, the Russell 3000 Index, while investing in companies whose activities are consistent with the funds ESG criteria.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Tiaa-Cref Social without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Price Exposure Probability

Analyze equity upside and downside potential for a given time horizon across multiple markets
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Currently Active Assets on Macroaxis

Additionally, take a look at Tiaa-Cref Social Piotroski F Score and Tiaa-Cref Social Altman Z Score analysis. 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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When running Tiaa-Cref Social Choice 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 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 Tiaa-Cref Social value 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.