CREF S&P 500 Index Account R1 (QCEQRX)
| Fund Assets | n/a |
| Expense Ratio | 0.355% |
| 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 | 647.55 |
| YTD Return | 10.67% |
| 1-Year Return | 22.22% |
| 5-Year Return | n/a |
| 52-Week Low | 535.43 |
| 52-Week High | 657.98 |
| Beta (5Y) | 1.01 |
| Holdings | 519 |
| Inception Date | n/a |
About QCEQRX
CREF Equity Index Account R1 is a passively managed variable annuity investment vehicle that aims to provide long-term returns by closely tracking the performance of the U.S. equities market. Designed primarily for retirement plan participants, this account invests in a diversified portfolio that mirrors the S&P 500 Index, seeking to replicate the risk and return characteristics of its benchmark. The portfolio is composed predominantly of large-cap U.S. stocks across major sectors, with significant exposures in information technology, financials, health care, and consumer discretionary industries. By holding most securities within the S&P 500, the account offers participants broad access to the performance of leading American companies. An important feature of this account is the option to convert accumulated balances into lifetime income, supporting retirement income needs. As an index-based annuity, it maintains a relatively low expense ratio, making it a cost-efficient way to participate in the long-term growth of the U.S. stock market. The CREF Equity Index Account R1 plays a significant role in retirement planning, providing an accessible, diversified, and transparent equity exposure for long-term investors.
Performance
QCEQRX had a total return of 22.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.70%.
Top 10 Holdings
36.37% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 7.55% |
| Apple Inc. | AAPL | 6.64% |
| Microsoft Corporation | MSFT | 4.90% |
| Amazon.com, Inc. | AMZN | 3.63% |
| Alphabet Inc. | GOOGL | 2.98% |
| Broadcom Inc. | AVGO | 2.62% |
| Alphabet Inc. | GOOG | 2.39% |
| Meta Platforms, Inc. | META | 2.23% |
| Tesla, Inc. | TSLA | 1.86% |
| Berkshire Hathaway Inc. | BRK.B | 1.57% |