Mutual Funds: Morningstar Ratings
In the table below you'll find Morningstar's* most recent star rating for TIAA-CREF Funds - Retail Class.**
TIAA-CREF Funds - Retail Class
|Overall Ratings 06/30/2014 1||3 Year||5 Year||10 Year|
|Foreign Large Blend||Out of 677||Out of 677||Out of 602||Out of 319|
|High-Yield Bond||Out of 565||Out of 565||Out of 488||- -|
|Inflation-Protected Bond||Out of 194||Out of 194||Out of 150||Out of 65|
|Intermediate-Term Bond||Out of 931||Out of 931||Out of 797||Out of 576|
|Large Blend||Out of 1,338||Out of 1,338||Out of 1,192||Out of 798|
|Growth & Income|
|Social Choice Equity|
|Large Growth||Out of 1,500||Out of 1,500||Out of 1,316||- -|
|Large Value||Out of 1,073||Out of 1,073||Out of 952||Out of 620|
|Mid-Cap Growth||Out of 635||Out of 635||Out of 574||Out of 417|
|Mid-Cap Value||Out of 370||Out of 370||Out of 314||Out of 205|
|Moderate Allocation||Out of 730||Out of 730||Out of 649||- -|
|Muni National Long||Out of 254||Out of 254||Out of 207||- -|
|Short-Term Bond||Out of 416||Out of 416||Out of 354||- -|
|Small Blend||Out of 596||Out of 596||Out of 545||Out of 338|
|Specialty-Real Estate||Out of 222||Out of 222||Out of 192||Out of 147|
|Real Estate Securities|
|Retirement Income||Out of 278||Out of 278||Out of 238||- -|
|Lifecycle Retirement Income||--|
Data provided by Morningstar, Inc. © 2014 All rights reserved
*Morningstar, Inc., June 30, 2014. Morningstar is an independent service that rates mutual funds and variable annuities.
For each fund/account with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's/account's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Where applicable, Morningstar's performance rankings are based on linked performance that considers the differences in expense ratios, while actual performance data shown does not reflect such differences.
The top 10 percent of funds/accounts in a category receive five stars, the next 22.5 percent receive four stars, and the next 35 percent receive three stars, the next 22.5 percent receive two stars and the bottom 10 percent receive one star. (Each share class is counted as a fraction of one fund/account within this scale and rated separately, which may cause slight variations in the distribution percentages.) Morningstar proprietary ratings on U.S.-domiciled funds/accounts reflect historical risk-adjusted performance, are subject to change every month. They are derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
Although Morningstar data are gathered from reliable sources, neither Morningstar nor TIAA-CREF can guarantee its completeness and accuracy. Morningstar does not rate money market funds/accounts and the other TIAA-CREF Funds are too new to be rated. Past performance does not guarantee future results. Accumulation net asset values and returns will vary.
The information contained in these reports is the proprietary information of Morningstar, Inc., may not be copied or redistributed for any purpose and may only be used for non-commercial, personal purposes. Additionally, Morningstar, Inc. shall not be responsible for investment decisions, damages or other losses resulting from use of this information. Morningstar, Inc. has not granted consent for it to be considered or deemed an "expert" under the Securities Act of 1933.
**Mutual Fund performance information posted here is for the TIAA-CREF Funds - Retail Class only.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Investment products are not FDIC insured, are not bank deposits or bank guaranteed, and may lose value.