CREF S&P 500 Index Account R4 (QCEQFX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 608.32 |
| YTD Return | 0.11% |
| 1-Year Return | 12.59% |
| 5-Year Return | n/a |
| 52-Week Low | 438.58 |
| 52-Week High | 621.03 |
| Beta (5Y) | n/a |
| Holdings | 520 |
| Inception Date | n/a |
About QCEQFX
CREF Equity Index Account Class R4 is a passively managed variable annuity designed to provide long-term growth by closely tracking the overall U.S. equity market. Its primary purpose is to offer investors a diversified portfolio that seeks to mirror the performance of the Russell 3000 Index, which encompasses a broad array of U.S. stocks across large, mid, and small-cap segments. This account is particularly notable for its low expense ratio, making it one of the most cost-effective options within the CREF suite, and is often used by retirement plans aiming for efficient fee structures. The portfolio is heavily weighted toward sectors such as information technology, financials, consumer discretionary, and health care, reflecting the composition of the broader U.S. market. Participants in this account have the option to convert accumulated assets into lifetime income, aligning with retirement income objectives. As part of the CREF family, the Equity Index Account Class R4 plays a significant role in institutional retirement plans by providing broad market exposure, administrative simplicity, and transparent cost management.
Performance
QCEQFX had a total return of 12.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.76%.
Top 10 Holdings
38.65% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 7.94% |
| Microsoft Corporation | MSFT | 6.71% |
| Apple Inc. | AAPL | 6.59% |
| Amazon.com, Inc. | AMZN | 3.71% |
| Meta Platforms, Inc. | META | 2.77% |
| Broadcom Inc. | AVGO | 2.70% |
| Alphabet Inc. | GOOGL | 2.46% |
| Tesla, Inc. | TSLA | 2.18% |
| Alphabet Inc. | GOOG | 1.98% |
| Berkshire Hathaway Inc. | BRK.B | 1.61% |