Fossil fuel companiesare fueling the climate crisis.


TIAA-CREF Social Choice Equity Fund

Shareclass
TIAA-CREF Social Choice Eq Instl (TISCX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Fossil fuel exposure of 7.12% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$54.03 MILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$46.8 MILLION
Southern Co
Macroclimate 30Top 30 coal-fired power
$35 MILLION
American Electric Power Co Inc
Macroclimate 30Top 30 coal-fired power
$22.47 MILLION
Pioneer Natural Resources Co
Carbon Underground 200Top 200 carbon reserves
$18.34 MILLION
Hess Corp
Carbon Underground 200Top 200 carbon reserves
$13.93 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
6
holdings
$145.68M
invested
2.37%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$61.1M
invested
0.99%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
28
holdings
$379.77M
invested
6.18%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
3
holdings
$68.62M
invested
1.12%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
6
holdings
$131.48M
invested
2.14%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
31 holdings
31 holdings
  • 1. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $54.03M
    0.88%
  • 2. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $46.8M
    0.76%
  • 3. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $43.76M
    0.71%
  • 4. CSX Corp
    Coal industry
    $38.63M
    0.63%
  • 5. Southern Co
    Oil/gas industryMacroclimate 30Fossil-fired utility
    $35M
    0.57%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
TIAA-CREF Social Choice Equity Fund $TISCX is 7.12% ($437.51 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on TISCX at Morningstar.com
Current fund
TISCX
TIAA-CREF Social Choice Equity Fund
Family
TIAA Investments/Nuveen
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.08% less in annualized returns
Less invested in fossil fuels 
1.39% less invested
Lower fossil finance risk score 
2 points lower
Lower fossil insurance risk score 
19 points lower
Less invested in Clean200 
3.69% less invested
Current fund
TISCX
TIAA-CREF Social Choice Equity Fund
Family
TIAA Investments/Nuveen
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.08% less in annualized returns
Less invested in fossil fuels 
1.39% less invested
Lower fossil finance risk score 
2 points lower
Lower fossil insurance risk score 
19 points lower
Less invested in Clean200 
3.69% less invested
Current fund
TISCX
TIAA-CREF Social Choice Equity Fund
Family
TIAA Investments/Nuveen
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.08% less in annualized returns
Less invested in fossil fuels 
1.39% less invested
Lower fossil finance risk score 
2 points lower
Lower fossil insurance risk score 
19 points lower
Less invested in Clean200 
3.69% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
TISCX - TIAA-CREF Social Choice Equity Fund
25%
9.54%
14%
12%
7.12% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
8.51% 
Fund compared to benchmark
 
-5.07%
-2.34%
-0.94%
-1.08%
1.39%  lower
Find more financial data on TISCX at Morningstar.com
What's next?
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