TIAA-CREF Mid-Cap Value Retirement Fund (TRVRX) seeks return for the long run through capital growth. TRVRX generally invests in common stocks of mid-cap companies, as defined by its benchmark index, Russell Midcap Value Index.
This Mid Growth product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.9% and 5 year 12.7%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
TRVRX’s performance, as of the last filing, when compared to funds in its category was in the top 15% over the past 1 year, and in the top 40% over the past 3 years and in the top 34% over the past 5 years.
The TIAA-CREF Mid-Cap Value Retirement fund, as of the last filing, allocates their fund in top three major groups; Large Value, Emerging Market and Intermediate Bond. Further, as of the last filing, Sempra Energy, Bunge Ltd and L3 Technologies Inc were the top holdings for TRVRX.
This Zacks Rank #1 (Strong Buy) was incepted in December 2002 and is managed by TIAA-CREF. TRVRX carries an expense ratio of 0.62% and requires a minimal initial investment of $0.
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