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Retirement Investments & IRAs: Morningstar Ratings

In the table below you'll find Morningstar's* most recent star rating for each TIAA-CREF retirement investment available for Retirement Annuities, Supplemental Retirement Annuities, Keoghs and IRAs.

CREF Variable Annuity
  Overall Ratings 03/31/2014 1 3 Year 5 Year 10 Year
Large Blend Out of 1,361 Out of 1,361 Out of 1,219 Out of 806
CREF Equity Index
CREF Stock
Large Growth Out of 1,491 Out of 1,491 Out of 1,305 Out of 911
CREF Growth
Moderate Allocation Out of 742 Out of 742 Out of 666 Out of 437
CREF Social Choice
World Stock Out of 804 Out of 804 Out of 642 Out of 323
CREF Global Equities
Intermediate-Term Bond Out of 942 Out of 942 Out of 808 Out of 581
CREF Bond Market
Inflation-Protected Bond Out of 186 Out of 186 Out of 149 Out of 57
CREF Inflation-Linked Bond
TIAA-CREF Funds - Retirement Class 2
  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
International Equity
International Equity Index
High-Yield Bond Out of 550 Out of 550 Out of 469 - -
High-Yield --
Inflation-Protected Bond Out of 186 Out of 186 Out of 149 Out of 57
Inflation-Linked Bond
Intermediate-Term Bond Out of 942 Out of 942 Out of 808 Out of 581
Bond
Bond Plus --
Large Blend Out of 1,361 Out of 1,361 Out of 1,219 Out of 806
Equity Index
Growth & Income
S&P 500 Index
Social Choice Equity
Large Growth Out of 1,491 Out of 1,491 Out of 1,305 - -
Large-Cap Growth --
Large-Cap Growth Index
Large Value Out of 1,068 Out of 1,068 Out of 951 Out of 626
Large-Cap Value
Large-Cap Value Index
Mid-Cap Growth Out of 641 Out of 641 Out of 556 Out of 420
Mid-Cap Growth
Mid-Cap Value Out of 365 Out of 365 Out of 307 Out of 191
Mid-Cap Value
Moderate Allocation Out of 742 Out of 742 Out of 666 - -
Managed Allocation --
Short-Term Bond Out of 403 Out of 403 Out of 348 - -
Short-Term Bond --
Small Blend Out of 612 Out of 612 Out of 554 Out of 335
Small-Cap Blend Index
Small-Cap Equity
Specialty-Real Estate Out of 225 Out of 225 Out of 194 Out of 145
Real Estate Securities
Target Date 2000-2010 Out of 137 Out of 137 Out of 125 - -
Lifecycle 2010 --
Target Date 2011-2015 Out of 140 Out of 140 Out of 116 - -
Lifecycle 2015 --
Target Date 2016-2020 Out of 186 Out of 186 Out of 169 - -
Lifecycle 2020 --
Target Date 2021-2025 Out of 133 Out of 133 Out of 103 - -
Lifecycle 2025 --
Target Date 2026-2030 Out of 186 Out of 186 Out of 169 - -
Lifecycle 2030 --
Target Date 2031-2035 Out of 133 Out of 133 Out of 103 - -
Lifecycle 2035 --
Target Date 2036-2040 Out of 182 Out of 182 Out of 165 - -
Lifecycle 2040 --
Target Date 2041-2045 Out of 132 Out of 132 Out of 101 - -
Lifecycle 2045 --
Target Date 2050+ Out of 154 Out of 154 Out of 129 - -
Lifecycle 2050 --
Retirement Income Out of 268 Out of 268 Out of 236 - -
Lifecycle Retirement Income --

Data provided by Morningstar, Inc. © 2014 All rights reserved

1.
The overall star ratings are Morningstar's published ratings, which are weighted averages of its 3-, 5-, and 10-year ratings for periods ending March 31, 2014. For more information about the 3-, 5-, and 10-year ratings for each fund, please refer to each fund's report using the links above.
2.
Mutual Fund performance information posted here is for the Retirement Class of TIAA-CREF Funds - Retirement Class only.
*

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. Please note, Morningstar now rates group variable annuities within the open-end mutual fund universe.

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.


TIAA-CREF Individual & Institutional Services, LLC, member 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 products are not FDIC insured, are not bank deposits or bank guaranteed, and may lose value.

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