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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 08/31/2014 1 3 Year 5 Year 10 Year
Large Blend Out of 1,339 Out of 1,339 Out of 1,203 Out of 799
CREF Equity Index
CREF Stock
Large Growth Out of 1,500 Out of 1,500 Out of 1,329 Out of 906
CREF Growth
Moderate Allocation Out of 739 Out of 739 Out of 653 Out of 423
CREF Social Choice
World Stock Out of 827 Out of 827 Out of 678 Out of 335
CREF Global Equities
Intermediate-Term Bond Out of 933 Out of 933 Out of 801 Out of 575
CREF Bond Market
Inflation-Protected Bond Out of 193 Out of 193 Out of 151 Out of 65
CREF Inflation-Linked Bond
TIAA-CREF Funds - Retirement Class 2
  Overall Ratings 08/31/2014 1 3 Year 5 Year 10 Year
Foreign Large Blend Out of 678 Out of 678 Out of 611 Out of 320
International Equity
International Equity Index
High-Yield Bond Out of 567 Out of 567 Out of 497 - -
High-Yield --
Inflation-Protected Bond Out of 193 Out of 193 Out of 151 Out of 65
Inflation-Linked Bond
Intermediate-Term Bond Out of 933 Out of 933 Out of 801 Out of 575
Bond
Bond Plus --
Large Blend Out of 1,339 Out of 1,339 Out of 1,203 Out of 799
Equity Index
Growth & Income
S&P 500 Index
Social Choice Equity
Large Growth Out of 1,500 Out of 1,500 Out of 1,329 - -
Large-Cap Growth --
Large-Cap Growth Index
Large Value Out of 1,086 Out of 1,086 Out of 958 Out of 630
Large-Cap Value
Large-Cap Value Index
Mid-Cap Growth Out of 642 Out of 642 Out of 582 Out of 424
Mid-Cap Growth
Mid-Cap Value Out of 382 Out of 382 Out of 327 Out of 219
Mid-Cap Value
Moderate Allocation Out of 739 Out of 739 Out of 653 - -
Managed Allocation --
Short-Term Bond Out of 421 Out of 421 Out of 361 - -
Short-Term Bond --
Small Blend Out of 608 Out of 608 Out of 554 Out of 345
Small-Cap Blend Index
Small-Cap Equity
Specialty-Real Estate Out of 229 Out of 229 Out of 192 Out of 147
Real Estate Securities
Target Date 2000-2010 Out of 114 Out of 114 Out of 106 - -
Lifecycle 2010 --
Target Date 2011-2015 Out of 146 Out of 146 Out of 123 - -
Lifecycle 2015 --
Target Date 2016-2020 Out of 184 Out of 184 Out of 165 - -
Lifecycle 2020 --
Target Date 2021-2025 Out of 142 Out of 142 Out of 110 - -
Lifecycle 2025 --
Target Date 2026-2030 Out of 184 Out of 184 Out of 165 - -
Lifecycle 2030 --
Target Date 2031-2035 Out of 142 Out of 142 Out of 110 - -
Lifecycle 2035 --
Target Date 2036-2040 Out of 183 Out of 183 Out of 164 - -
Lifecycle 2040 --
Target Date 2041-2045 Out of 134 Out of 134 Out of 108 - -
Lifecycle 2045 --
Target Date 2050+ Out of 156 Out of 156 Out of 128 - -
Lifecycle 2050 --
Retirement Income Out of 279 Out of 279 Out of 239 - -
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 August 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., August 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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