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 03/31/2014 1||3 Year||5 Year||10 Year|
|Foreign Large Blend||Out of 701||Out of 701||Out of 625||Out of 332|
|High-Yield Bond||Out of 550||Out of 550||Out of 469||- -|
|Inflation-Protected Bond||Out of 186||Out of 186||Out of 149||Out of 57|
|Intermediate-Term Bond||Out of 942||Out of 942||Out of 808||Out of 581|
|Large Blend||Out of 1,361||Out of 1,361||Out of 1,219||Out of 806|
|Growth & Income|
|Social Choice Equity|
|Large Growth||Out of 1,491||Out of 1,491||Out of 1,305||- -|
|Large Value||Out of 1,068||Out of 1,068||Out of 951||Out of 626|
|Mid-Cap Growth||Out of 641||Out of 641||Out of 556||Out of 420|
|Mid-Cap Value||Out of 365||Out of 365||Out of 307||Out of 191|
|Moderate Allocation||Out of 742||Out of 742||Out of 666||- -|
|Muni National Long||Out of 251||Out of 251||Out of 210||- -|
|Short-Term Bond||Out of 403||Out of 403||Out of 348||- -|
|Small Blend||Out of 612||Out of 612||Out of 554||Out of 335|
|Specialty-Real Estate||Out of 225||Out of 225||Out of 194||Out of 145|
|Real Estate Securities|
|Retirement Income||Out of 268||Out of 268||Out of 236||- -|
|Lifecycle Retirement Income||--|
Data provided by Morningstar, Inc. © 2014 All rights reserved
*Morningstar, Inc., March 31, 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.