Tiaa Cref Smallmid Cap Equity Fund Fundamentals
| TSMWX Fund | USD 14.48 0.11 0.77% |
Tiaa Cref Smallmid Cap Equity 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.
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Tiaa Cref Smallmid Cap Equity Mutual Fund Annual Yield Analysis
Tiaa Cref's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Tiaa Cref Annual Yield | 0.01 % |
Most of Tiaa Cref's fundamental indicators, such as Annual Yield, 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 Smallmid Cap Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Tiaa Cref Smallmid Cap Equity has an Annual Yield of 0.0089%. This is much higher than that of the TIAA Investments family and significantly higher than that of the Small Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Tiaa Cref Smallmid 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 Smallmid Cap Equity is rated top fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 468.84 of Year To Date Return per Annual Yield. 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 Annual Yield 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 Annual Yield 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 annual yield among similar funds.
Fund Asset Allocation for Tiaa Cref
The fund invests 99.47% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.53%) .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 | 1.13 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 4.17 % | ||||
| One Year Return | 26.53 % | ||||
| Three Year Return | 4.21 % | ||||
| Five Year Return | 11.62 % | ||||
| Net Asset | 715.56 M | ||||
| Minimum Initial Investment | 2 M | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 0.53 % | ||||
| Equity Positions Weight | 99.47 % |
About Tiaa Cref Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tiaa Cref Smallmid Cap Equity'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 Smallmid Cap Equity 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.Under normal circumstances, the fund invests at least 80 percent of its assets in small-cap and mid-cap equity securities. In seeking a favorable long-term total return, it will invest in securities that the funds investment adviser believes have favorable prospects for significant long-term capital appreciation potential. The fund may purchase foreign equity securities, denominated in U.S. dollars or in non-U.S. dollar currencies, and equity securities issued in connection with reorganizations and other special situations.
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tiaa Cref Smallmid Cap Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the CEOs Directory module to screen CEOs from public companies around the world.