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ATIAX vs TISBX

Both ATIAX and TISBX are mutual funds. ATIAX has a lower 5-year return than TISBX (8.15% vs 16.63%). Below is the comparison between ATIAX and TISBX.

ATIAX TISBX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Invesco TIAA Investments
Net Assets N/A $3.54B
Expense Ratio N/A 0.06%
Management Style active passive (index-based)
Dividend Yield N/A 0.92%
Minimum Investment N/A $10,000,000.00
YTD Return 17.89% 18.73%
1-Year Return 7.09% 0.14%
3-Year Return 9.23% 13.34%
5-Year Return 8.15% 16.63%
10-Year Return 9.35% 13.34%

ATIAX description

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ATIAX performance & returns

YTD Return 17.89%
1-Month Return 6.10%
3-Month Return 7.09%
1-Year Return 7.09%
3-Year Return 9.23%
5-Year Return 8.15%
10-Year Return 9.35%
ATIAX expense ratio is N/A.

ATIAX holdings

Top 10 Holdings (59.42% of Total Assets)

Name Symbol % Assets
Encore Capital Group Inc ECPG 8.39%
Tempur Sealy International Inc TPX 7.88%
Insight Enterprises Inc NSIT 6.26%
Colliers International Group Inc CIGI.TO 6.11%
NVR Inc NVR 5.70%
Charles River Laboratories International Inc CRL 5.60%
CommScope Holding Co Inc COMM 5.28%
Liberty Broadband Corp A LBRDA 4.95%
Interface Inc TILE 4.66%
Alliance Data Systems Corp ADS 4.59%

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TISBX description

The Fund seeks a favorable long-term total return. Under normal circumstances, the Fund invests at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in securities of its benchmark index (the Russell 2000 Index) and in small-cap securities.

TISBX performance & returns

YTD Return 18.73%
1-Month Return 5.94%
3-Month Return 0.14%
1-Year Return 0.14%
3-Year Return 13.34%
5-Year Return 16.63%
10-Year Return 13.34%
TISBX expense ratio is 0.06%.

TISBX holdings

Top 10 Holdings (4.13% of Total Assets)

Name Symbol % Assets
iShares Russell 2000 ETF IWM 0.61%
Penn National Gaming Inc PENN 0.58%
Sunrun Inc RUN 0.48%
Caesars Entertainment Inc CZR 0.41%
MyoKardia Inc MYOK 0.36%
Novavax Inc NVAX 0.35%
LHC Group Inc LHCG 0.34%
iRhythm Technologies Inc IRTC 0.34%
Mirati Therapeutics Inc MRTX 0.33%
Churchill Downs Inc CHDN 0.33%

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