Large Cap Responsible
Equity Portfolio*

Overview

Unit value as of  
Day change
Total annual asset-based fees  
Inception date   11/1/2012

Investment objective

This Investment Portfolio seeks to provide a favorable long-term total return.

Investment strategy

This Investment Portfolio invests 100% of its assets in one mutual fund that invests primarily in the large-cap equity securities of companies (including foreign companies) that meet certain environmental, social and governance criteria, such as criteria related to climate change, natural resource use, waste management, environmental opportunities, human capital, product safety, social opportunities, corporate governance, business ethics, and governmental and public policy, as well as adherence to international norms and principals relating to, among other examples, human and labor rights.

Risk level

Conservative

Moderate

Aggressive

Learn more about how risk potential could affect your investment by completing our Risk Tolerance Questionnaire.

Historical performance

Average annual total returns as of 11/30/2024

Category Large Cap Responsible
Equity Portfolio*		 Benchmark
Year to date 25.43% 27.44%
1 year 32.05% 34.20%
3 years 9.70% 10.47%
5 years 14.65% 15.18%
10 years 12.25% 12.87%
Since inception 13.82% 14.41%

Average annual total returns as of 9/30/2024

Category Large Cap Responsible
Equity Portfolio*		 Benchmark
Year to date 18.71% 21.48%
1 year 33.82% 36.14%
3 years 9.34% 10.55%
5 years 14.62% 15.42%
10 years 12.09% 12.91%
Since inception 13.50% 14.17%

The performance data quoted represent past performance and are net of all fees and expenses. Past performance is not a guarantee of future results. Your returns and the principal value of your account will fluctuate, so your investment may be worth more or less than the original value when you withdraw your money. Current performance may be lower or higher than the performance quoted above. Investors cannot invest directly in a benchmark.

All performance figures in the table, with the exception of the performance figures in the year-to-date column, represent the average annual compound rate of the total return. All figures in the year-to-date column represent cumulative, nonannualized returns.

Asset allocation

  • 100.00% U.S. Equity

Underlying funds

Ticker Underlying fund Allocation
TISCX Nuveen Large Cap Responsible Equity Fund 100.00%

The above table lists the underlying investments in which this investment portfolio invests and the percentage of the investment portfolio’s assets allocated to each of its investments. Please keep in mind that if you invest in this investment portfolio, you will own this investment portfolio; you will not own shares in any of the above mutual funds. For more information on investment portfolios, fees and expenses, including cost examples, please read the Plan Description.

529 Investment Lead

Headshot of Jeremy Thiessen

Jeremy Thiessen

Head of Investment Strategies

To learn more about the Edvest 529 College Savings Plan, its investment objectives, risks, charges and expenses, please see the Plan Description at Edvest.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan.

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be based on an investor’s objectives and circumstances.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, is the distributor and underwriter for the Edvest College Savings Plan.