This survey highlights the following:
This white paper demonstrates SRI’s potential to provide competitive performance, without taking additional risk.
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Responsible Investing: Why it's going mainstream
With the potential for positive social impact and competitive performance, responsible investing has gone mainstream, representing more than 1 in 9 dollars under management in the U.S.
The performance data quoted represents past performance, and is no guarantee of future results. Your returns and the principal value of your investment will fluctuate so that your accumulation units or shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted above. Performance may reflect waivers or reimbursements of certain expenses. Absent these waivers or reimbursement arrangements, performance results would have been lower. Since Inception performance shown is cumulative for funds that have less than one year of performance history. For investments with exceptional performance, please note that performance fluctuates and currently may be lower than noted here.
1 Investment results shown here are after all applicable investment, administrative, and distribution expenses.
2 To see the inception date for each account/fund, click on that account/fund and review the profile information.
3 The net annual expense ratio represents expenses after reimbursement and waivers, while the gross annual expense ratio represents expenses without reimbursements and waivers. Certain funds have expense reimbursement arrangements that will continue through at least September 30, 2015, except for equity funds, fixed income funds, the Real Estate Securities Fund, and the International Opportunities Fund, which have an expiration date of February 29, 2016, July 31, 2016, July 31, 2016, and February 29, 2016 respectively, and can only be changed with approval of the Board of Trustees. Without these waivers and reimbursements, Fund expenses would be higher and their performance would have been lower.
4 The Social Choice Equity Fund's Institutional Class began operations on July 1, 1999. Performance shown prior to the inception of the Retail Class is based on the performance of the fund's Institutional Class. Performance has not been restated to reflect the higher expenses of the Retail Class. If the expense differential had been reflected, performance for these periods would have been lower. The Social Choice International Equity Fund’s Retail Class begins operations on August 7, 2015.
* TIAA-CREF wins the "Best Overall Fund Company" award in 2013, 2014 and 2015. The Lipper Award is given to the group with the lowest average decile ranking of three years' Consistent Return for eligible funds over the three-year period ended 11/20/12, 11/30/13, and 11/30/14 respectively. TIAA-CREF was ranked among 36 fund companies in 2012 and 48 fund companies in 2013 and 2014 with at least five equity, five bond, or three mixed-asset portfolios. Past performance does not guarantee future results.
TIAA-CREF Social Choice product suite is subject to the risk that because social criteria excludes securities of certain issuers for non-financial reasons, investors may forgo some market opportunities available to those vehicles that don’t use these criteria.