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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 10/31/2014 1 3 Year 5 Year 10 Year
Large Blend Out of 1,341 Out of 1,341 Out of 1,198 Out of 804
CREF Equity Index
CREF Stock
Large Growth Out of 1,509 Out of 1,509 Out of 1,332 Out of 913
CREF Growth
Moderate Allocation Out of 742 Out of 742 Out of 653 Out of 431
CREF Social Choice
World Stock Out of 820 Out of 820 Out of 672 Out of 331
CREF Global Equities
Intermediate-Term Bond Out of 924 Out of 924 Out of 801 Out of 579
CREF Bond Market
Inflation-Protected Bond Out of 192 Out of 192 Out of 153 Out of 73
CREF Inflation-Linked Bond
TIAA-CREF Funds - Retirement Class 2
  Overall Ratings 10/31/2014 1 3 Year 5 Year 10 Year
Foreign Large Blend Out of 681 Out of 681 Out of 612 Out of 338
International Equity
International Equity Index
High-Yield Bond Out of 575 Out of 575 Out of 505 - -
High-Yield --
Inflation-Protected Bond Out of 192 Out of 192 Out of 153 Out of 73
Inflation-Linked Bond
Intermediate-Term Bond Out of 924 Out of 924 Out of 801 Out of 579
Bond
Bond Plus --
Large Blend Out of 1,341 Out of 1,341 Out of 1,198 Out of 804
Equity Index
Growth & Income
S&P 500 Index
Social Choice Equity
Large Growth Out of 1,509 Out of 1,509 Out of 1,332 - -
Large-Cap Growth --
Large-Cap Growth Index
Large Value Out of 1,101 Out of 1,101 Out of 970 Out of 650
Large-Cap Value
Large-Cap Value Index
Mid-Cap Growth Out of 644 Out of 644 Out of 587 Out of 426
Mid-Cap Growth
Mid-Cap Value Out of 389 Out of 389 Out of 338 Out of 224
Mid-Cap Value
Moderate Allocation Out of 742 Out of 742 Out of 653 - -
Managed Allocation --
Short-Term Bond Out of 431 Out of 431 Out of 367 - -
Short-Term Bond --
Small Blend Out of 614 Out of 614 Out of 563 Out of 353
Small-Cap Blend Index
Small-Cap Equity
Specialty-Real Estate Out of 235 Out of 235 Out of 190 Out of 149
Real Estate Securities
Target Date 2000-2010 Out of 111 Out of 111 Out of 109 Out of 36
Lifecycle 2010
Target Date 2011-2015 Out of 147 Out of 147 Out of 128 Out of 20
Lifecycle 2015
Target Date 2016-2020 Out of 195 Out of 195 Out of 170 Out of 43
Lifecycle 2020
Target Date 2021-2025 Out of 143 Out of 143 Out of 115 Out of 15
Lifecycle 2025
Target Date 2026-2030 Out of 195 Out of 195 Out of 170 Out of 38
Lifecycle 2030
Target Date 2031-2035 Out of 143 Out of 143 Out of 115 Out of 15
Lifecycle 2035
Target Date 2036-2040 Out of 194 Out of 194 Out of 169 Out of 38
Lifecycle 2040
Target Date 2041-2045 Out of 134 Out of 134 Out of 113 - -
Lifecycle 2045 --
Target Date 2050+ Out of 167 Out of 167 Out of 133 - -
Lifecycle 2050 --
Retirement Income Out of 277 Out of 277 Out of 253 - -
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 October 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., October 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, and Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, members FINRA and SIPC, distribute 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.

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  • Current Performance
  • Standardized Prior Quarter-End Performance
  • Distributions
  • Morningstar Ratings
  • 4- and 5-Star TIAA-CREF Funds/Accounts

 

© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017