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 06/30/2015 1||3 Year||5 Year||10 Year|
|Foreign Large Blend||Out of 668||Out of 668||Out of 584||Out of 331|
|High-Yield Bond||Out of 611||Out of 611||Out of 516||- -|
|Inflation-Protected Bond||Out of 198||Out of 198||Out of 176||Out of 97|
|Intermediate-Term Bond||Out of 935||Out of 935||Out of 811||Out of 593|
|Large Blend||Out of 1,380||Out of 1,380||Out of 1,225||Out of 854|
|Growth & Income|
|Social Choice Equity|
|Large Growth||Out of 1,533||Out of 1,533||Out of 1,317||- -|
|Large Value||Out of 1,185||Out of 1,185||Out of 1,045||Out of 734|
|Mid-Cap Growth||Out of 657||Out of 657||Out of 585||Out of 451|
|Mid-Cap Value||Out of 429||Out of 429||Out of 370||Out of 242|
|Moderate Allocation||Out of 815||Out of 815||Out of 703||- -|
|Muni National Long||Out of 281||Out of 281||Out of 236||- -|
|Short-Term Bond||Out of 468||Out of 468||Out of 393||- -|
|Small Blend||Out of 636||Out of 636||Out of 575||Out of 377|
|Specialty-Real Estate||Out of 232||Out of 232||Out of 199||Out of 151|
|Real Estate Securities|
|Retirement Income||Out of 150||Out of 150||Out of 143||- -|
|Lifecycle Retirement Income||--|
Data provided by Morningstar, Inc. © 2015 All rights reserved
*Morningstar, Inc., June 30, 2015. 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, distributes securities products. You should consider the investment objectives, risks, charges and expenses carefully before investing. Please click here or call 877 518-9161 for a product and the underlying fund prospectuses that contains this and other information. Please read the prospectus carefully before investing. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, and are not a condition to any banking service or activity and may lose value.