TIAA Fundamentals
| TLWCX Fund | USD 18.50 0.12 0.64% |
TIAA CREF SOCIAL CHOICE fundamentals help investors to digest information that contributes to TIAA CREF's financial success or failures. It also enables traders to predict the movement of TIAA Mutual Fund. The fundamental analysis module provides a way to measure TIAA CREF's intrinsic value by examining its available economic and financial indicators, 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 mutual fund.
TIAA |
TIAA Equity Positions Weight Analysis
TIAA CREF's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | | in the fund |
Current TIAA CREF Equity Positions Weight | 98.55 % |
Most of TIAA CREF's fundamental indicators, such as Equity Positions Weight, 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.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
TIAA CREF Equity Positions Weight Component Assessment
According to the company disclosure, TIAA CREF SOCIAL CHOICE has an Equity Positions Weight of 98%. This is much higher than that of the TIAA Investments family and significantly higher than that of the Large Blend category. The equity positions weight 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's current stock value. Our valuation model uses many indicators to compare TIAA CREF 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 competition to find correlations between indicators driving TIAA CREF's intrinsic value. More Info.TIAA CREF SOCIAL CHOICE is rated top fund in last dividend paid among similar funds. It is rated top fund in one year return among similar funds reporting about 115.50 of One Year Return per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value TIAA CREF by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for TIAA CREF'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's earnings, one of the primary drivers of an investment's value.TIAA Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses TIAA CREF's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of TIAA CREF could also be used in its relative valuation, which is a method of valuing TIAA CREF by comparing valuation metrics of similar companies.TIAA CREF is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for TIAA CREF
The fund consists of 98.55% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides TIAA CREF's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
TIAA Fundamentals
| Total Asset | 862.68 M | |||
| One Year Return | 13.86 % | |||
| Three Year Return | 9.54 % | |||
| Net Asset | 862.68 M | |||
| Last Dividend Paid | 0.12 | |||
| Cash Position Weight | 1.45 % | |||
| Equity Positions Weight | 98.55 % |
About TIAA CREF 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 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 environmental, social, and governance criteria , which include additional criteria relating to carbon emissions and fossil fuel reserves. Tiaa-Cref Social is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards TIAA CREF in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, TIAA CREF's short interest history, or implied volatility extrapolated from TIAA CREF options trading.
Currently Active Assets on Macroaxis
| COST | Costco Wholesale Corp | |
| SCHD | Schwab US Dividend | |
| DGRO | IShares Core Dividend | |
| NVDA | NVIDIA | |
| MSFT | Microsoft |
Check out TIAA CREF Piotroski F Score and TIAA CREF 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'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 the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Complementary Tools for TIAA Mutual Fund analysis
When running TIAA CREF's price analysis, check to measure TIAA CREF'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 is operating at the current time. Most of TIAA CREF's value examination focuses on studying past and present price action to predict the probability of TIAA CREF'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's price. Additionally, you may evaluate how the addition of TIAA CREF to your portfolios can decrease your overall portfolio volatility.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |