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TCCHX TIAA-CREF Social Choice LwCrbn Eq Adv

1 lower fee alternative found

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Fund TCCHX TIAA-CREF Social Choice LwCrbn Eq Adv QUS SPDR® MSCI USA StrategicFactors ETF  
100% 85%
Annual Fees
(0.43% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,613.13 $50,710.17
Est. savings over 30 yrs +$4,097.05
As of 10/31/16
1 YR RETURN 4.92%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.12%
3 YR --
5 YR --
10 YR --
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 ("ESG"), which include additional criteria relating to carbon emissions and fossil fuel reserves. The fund invests at least 80% of its assets in equity securities. The advisor attempts to achieve investment results that reflect the return of the U.S. stock market as represented by its benchmark index, the Russell 3000®Index while investing in companies whose activities are consistent with the fund's ESG criteria.
The investment seeks to track the performance of the MSCI USA Factor Mix A-Series Capped Index. The fund invests at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the equity market performance of large-and mid-cap companies across the U.S. equity market. It aims to represent the performance of a combination of three factors: value, quality, and low volatility. It is an equal weighted combination of the following three MSCI Factor Indices in a single composite index: the MSCI USA Value Weighted Index, the MSCI USA Quality Index, and the MSCI USA Minimum Volatility Index. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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