TLWCX — TIAA-CREF Social Choice Low Carbon Equity Fund
Data updated: 2025-01-14
TLWCX — TIAA-CREF Social Choice Low Carbon Equity Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $1.15B AUM · 0.58% expense ratio · 35.1% 1-yr return. From SEC regulatory filings.
TLWCX Fund Overview
TLWCX — TIAA-CREF Social Choice Low Carbon Equity Fund is a US mutual fund managed by Tiaa-Cref Funds, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Tiaa-Cref Funds
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $1.15B
- 1-year return: 35.1%
- Ticker: TLWCX
- SEC CIK: 0001084380
- SEC series ID: S000050280
- Share class ID: C000158759
TLWCX Holdings
Top 10 holdings of TIAA-CREF Social Choice Low Carbon Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp | 6.10% |
| Microsoft Corp | 5.94% |
| Tesla Inc | 1.73% |
| Eli Lilly & Co | 1.69% |
| JPMorgan Chase & Co | 1.68% |
| UnitedHealth Group Inc | 1.44% |
| Visa Inc | 1.35% |
| Mastercard Inc | 1.25% |
| Home Depot Inc/The | 1.23% |
| Procter & Gamble Co/The | 1.22% |
TLWCX Portfolio Allocation
Asset-class allocation of TIAA-CREF Social Choice Low Carbon Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.4% |
| Cash & Equivalents | 0.6% |
| Derivatives | 0.4% |
TLWCX Performance
Total returns for TLWCX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 35.1% |
| 3 years (annualised) | 6.0% |
| 5 years (annualised) | 13.8% |
TLWCX Risk Information
Risk metrics for TLWCX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.8%
TLWCX Costs and Fees
TLWCX costs about $58 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.58%
- Gross expense ratio: 0.58%
- Portfolio turnover: 26%
- Brokerage commissions: 0.18 bps of average net assets (SEC N-CEN)
TLWCX Cashflows
Over the 12 months to 2024-10, TIAA-CREF Social Choice Low Carbon Equity Fund had net outflows of $293.55M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2024-10 | −$21.47M |
| 2024-09 | −$20.99M |
| 2024-08 | −$19.26M |
| 2024-07 | −$25.92M |
| 2024-06 | −$22.77M |
| 2024-05 | −$22.57M |
TLWCX Debt Constituents
No individual debt constituents are reported in TIAA-CREF Social Choice Low Carbon Equity Fund's latest SEC N-PORT filing.
TLWCX Prospectus and SEC Filings
Official TIAA-CREF Social Choice Low Carbon Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.