Mutual Funds: Morningstar Ratings
In the table below you'll find Morningstar's* most recent star rating for TIAA-CREF Funds - Retail Class.**
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TIAA-CREF Funds - Retail Class
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Overall Ratings 04/30/2013 1 | 3 Year | 5 Year | 10 Year | |||||||||||||||
| Foreign Large Blend | Out of 707 | Out of 707 | Out of 600 | Out of 321 | |||||||||||||||
| International Equity |
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| High-Yield Bond | Out of 522 | Out of 522 | Out of 460 | - - | |||||||||||||||
| High-Yield |
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| Inflation-Protected Bond | Out of 179 | Out of 179 | Out of 148 | Out of 40 | |||||||||||||||
| Inflation-Linked Bond |
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| Intermediate-Term Bond | Out of 994 | Out of 994 | Out of 868 | Out of 604 | |||||||||||||||
| Bond |
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| Bond Plus |
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| Large Blend | Out of 1,451 | Out of 1,451 | Out of 1,305 | Out of 807 | |||||||||||||||
| Equity Index |
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| Growth & Income |
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| Social Choice Equity |
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| Large Growth | Out of 1,485 | Out of 1,485 | Out of 1,285 | - - | |||||||||||||||
| Large-Cap Growth |
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| Large Value | Out of 1,037 | Out of 1,037 | Out of 926 | Out of 587 | |||||||||||||||
| Large-Cap Value |
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| Mid-Cap Growth | Out of 642 | Out of 642 | Out of 559 | Out of 412 | |||||||||||||||
| Mid-Cap Growth |
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| Mid-Cap Value | Out of 364 | Out of 364 | Out of 315 | Out of 179 | |||||||||||||||
| Mid-Cap Value |
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| Moderate Allocation | Out of 805 | Out of 805 | Out of 706 | - - | |||||||||||||||
| Managed Allocation |
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| Muni National Long | Out of 228 | Out of 228 | Out of 197 | - - | |||||||||||||||
| Tax-Exempt Bond |
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| Short-Term Bond | Out of 356 | Out of 356 | Out of 321 | - - | |||||||||||||||
| Short-Term Bond |
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| Small Blend | Out of 606 | Out of 606 | Out of 536 | Out of 331 | |||||||||||||||
| Small-Cap Equity |
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| Specialty-Real Estate | Out of 224 | Out of 224 | Out of 204 | Out of 129 | |||||||||||||||
| Real Estate Securities |
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| Retirement Income | Out of 259 | Out of 259 | Out of 205 | - - | |||||||||||||||
| Lifecycle Retirement Income |
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Data provided by Morningstar, Inc. © 2013 All rights reserved
*Morningstar, Inc., April 30, 2013. 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.
