CREF Responsible Balanced Account R2 (QCSCPX)
| Fund Assets | n/a |
| Expense Ratio | 0.26% |
| 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 | 452.73 |
| YTD Return | 6.97% |
| 1-Year Return | 13.43% |
| 5-Year Return | n/a |
| 52-Week Low | 396.30 |
| 52-Week High | 455.73 |
| Beta (5Y) | n/a |
| Holdings | 1555 |
| Inception Date | n/a |
About QCSCPX
The CREF Responsible Balanced Account is a variable annuity that pursues a balanced approach to responsible investing by combining competitive financial performance with environmental, social, and governance (ESG) considerations. The account maintains a diversified portfolio split approximately 60% between domestic and international stocks and 40% across bonds, fixed-income securities, and short-term debt instruments. It invests in companies evaluated for both financial strength and ESG leadership, screening for issuers that demonstrate strong environmental practices, social responsibility, and governance standards while avoiding those with significant controversies. Managed by a team with extensive experience in responsible investing, the account provides participants access to a broad range of global equities and fixed-income securities through a single, integrated investment vehicle. The account is designed for investors seeking exposure to global financial markets while supporting companies committed to sustainable business practices and positive societal impact. With holdings spanning large-cap, mid-cap, and emerging market companies across multiple sectors, the account offers professional portfolio management at a competitive cost structure.
Performance
QCSCPX had a total return of 13.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.10%.
Top 10 Holdings
14.08% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 3.54% |
| United States Treasury Note/Bond - United States Treasury Note | T.4.125 02.15.36 | 1.64% |
| Alphabet Inc. | GOOGL | 1.46% |
| United States Treasury Note/Bond - United States Treasury Note | T.3.875 03.31.28 | 1.40% |
| Alphabet Inc. | GOOG | 1.22% |
| Broadcom Inc. | AVGO | 1.03% |
| The Procter & Gamble Company | PG | 0.98% |
| JPMorgan Chase & Co. | JPM | 0.95% |
| United States Treasury Note/Bond - United States Treasury Note | T.4.25 03.31.33 | 0.95% |
| United States Treasury Note/Bond - United States Treasury Note | T.4.625 11.15.55 | 0.90% |