CREF S&P 500 Index Account R2 (QCEQPX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | $0.00 |
| 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 | 610.63 |
| YTD Return | 1.43% |
| 1-Year Return | 13.90% |
| 5-Year Return | 75.75% |
| 52-Week Low | 434.03 |
| 52-Week High | 613.73 |
| Beta (5Y) | n/a |
| Holdings | 520 |
| Inception Date | n/a |
About QCEQPX
CREF Equity Index Account R2 is a variable annuity investment option designed to track the performance of the broad U.S. equity market. Managed by TIAA-CREF Investment Management LLC, this account employs a passive investment strategy, aiming to closely mirror the returns of the Russell 3000 Index—a benchmark representing approximately 98% of the investable U.S. stock market. The account holds a diversified portfolio encompassing large-, mid-, and small-cap companies across various sectors, including significant allocations to information technology, financials, health care, and consumer discretionary industries. Its structure enables exposure to growth and value stocks across the market capitalization spectrum, providing participants with market-wide equity diversification. A key feature of the account is its ability to convert participant accumulations into lifetime income, which aligns with its role in retirement planning for institutions and individuals. As a passively managed annuity account, it seeks long-term capital appreciation consistent with the overall U.S. equity market, while maintaining a low expense ratio and turnover rate, making it a cost-effective option for participants seeking broad market exposure and retirement-focused strategies.
Performance
QCEQPX had a total return of 13.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.11%.
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% |