CREF Responsible Balanced Account R1 (QCSCRX)
| 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 | 409.71 |
| YTD Return | -0.99% |
| 1-Year Return | 12.47% |
| 5-Year Return | n/a |
| 52-Week Low | 340.45 |
| 52-Week High | 426.61 |
| Beta (5Y) | 0.68 |
| Holdings | 1555 |
| Inception Date | n/a |
About QCSCRX
CREF Responsible Balanced Account Class R1 is a variable annuity account within the TIAA retirement plan offerings, designed as a balanced investment option that integrates environmental, social, and governance (ESG) criteria. It allocates approximately 60% to a diversified portfolio of domestic and foreign stocks and equity securities, focusing on ESG-leading companies, and 40% to bonds, fixed-income securities, and money market instruments, including U.S. Treasury notes and bonds. The account employs active management for fixed income and passive strategies for equities to pursue competitive long-term returns while emphasizing responsible investing principles. Top holdings feature prominent technology and healthcare firms alongside government securities, reflecting a large blend investment style with medium credit quality and moderate interest-rate sensitivity. Classified in the global moderate allocation category, it serves retirement savers seeking a one-stop solution that balances growth potential from equities with income stability from fixed income, all while prioritizing positive societal impact through rigorous ESG screening.
Performance
QCSCRX had a total return of 12.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.47%.
Top 10 Holdings
14.44% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 3.65% |
| Microsoft Corporation | MSFT | 3.14% |
| United States Treasury Note/Bond - United States Treasury Note | T.4.25 08.15.35 | 1.32% |
| United States Treasury Note/Bond - United States Treasury Note | T.3.5 09.30.27 | 1.14% |
| United States Treasury Note/Bond - United States Treasury Note | T.3.875 09.30.32 | 1.03% |
| JPMorgan Chase & Co. | JPM | 0.96% |
| United States Treasury Note/Bond - United States Treasury Note | n/a | 0.83% |
| United States Treasury Note/Bond - United States Treasury Note | T.4.75 05.15.55 | 0.81% |
| United States Treasury Note/Bond - When Issued - United States Treasury Note | XIT.4.875 08.15.45 | 0.80% |
| Eli Lilly and Company | LLY | 0.76% |