Portfolio Net Assets
Estimated Expense Charge
Expenses are estimated each year based on projected expense and asset levels. Differences between actual expenses and the estimate are adjusted quarterly and are reflected in current investment results. Historically, adjustments have been small.
Accumulations in mutual funds not managed by TIAA-CREF may be subject to administrative charges. These charges are subject to change. Please review current documents related to your plan.
The Account’s total annual expense deduction appears in the Account's prospectus, and may be different than that shown herein due to rounding. Please refer to the prospectus for further details.
Overall Morningstar Rating
The Overall Morningstar Rating is based on risk-adjusted return, and is a weighted average of the applicable 3-, 5-, and 10-year Ratings.
52 Week Range
OUT OF 786 FUNDS
|$182.7489 - $199.9792|
|As of close||As of|
Based on risk adjusted returns
STEPHEN LIBERATORE, CFA Managing Director, Global Public Markets
Jim Campagna is a senior director and quantitative portfolio manager for the TIAA-CREF organization. Mr. Campagna has portfolio management responsibilities for all equity index strategies and socially screened equity portfolios. He joined the TIAA-CREF organization in 2005. Mr. Campagna has 22 years of investment experience. Prior to his employment at TIAA-CREF, he was a portfolio manager at Mellon Capital Management where he was responsible for several funds, and was an index strategy leader for the MSCI® EAFE® mandates. Mr. Campagna earned his B.A. in economics from the University of California, Irvine
Stephen M. Liberatore, CFA is a managing director and fixed-income portfolio manager for the TIAA-CREF organization. Mr. Liberatore is the lead portfolio manager for the organization's Socially Responsible investment (SRI) fixed income mandates and holds responsibility for investment strategy and securities selection. He joined the TIAA-CREF organization in 2004. Mr. Liberatore has 18 years of industry experience, including positions at Nationwide Mutual Insurance Co. and Protective Life Corporation, where he was responsible for portfolio management, credit research and trading for both total return and liability-driven assets. Mr. Liberatore is considered a subject matter expert on the management of total return SRI fixed-income portfolios, and he frequently presents at both SRI and fixed-income conferences. His views on developments in these areas have been featured in numerous industry publications. Mr. Liberatore is a member of the initial executive committee of the Green Bond Principles and the CERES Green Bond Working Group. Mr. Liberatore holds a B.S. from the State University of New York at Buffalo and an MBA in finance and operations from Wake Forest University's Babcock Graduate School of Management. He holds the Chartered Financial Analyst designation and is a member of the CFA Society North Carolina and the CFA Institute.
Lei Liao is a director and portfolio manager for the TIAA-CREF organization. Mr. Liao manages domestic and international large-, mid- and small-cap equity index portfolios. He joined the TIAA-CREF organization in 2012. Mr. Liao has 10 years of investment experience. Previously, he was a senior portfolio manager at Northern Trust Global Investments and a portfolio manager at World Asset Management. Mr. Liao earned a B.S. in Environmental Science from Nankai University in China, an M.S. in Computer Engineering from Wayne State University, and an MBA from the University of Michigan Ross School of Business. He is a CFA charter holder and is a member of Investment Analyst Society of Detroit and the CFA Institute.
On April 24, 2015, additional classes of CREF Accounts are available with different eligibility requirements. Please visit the account’s prospectus at tiaa-cref.org for more information.
The risks that the account is subject to include the risk of socially screened investing, market risk, company risk, small-cap risk, income volatility risk, credit risk, interest-rate risk, prepayment risk, extension risk and foreign investment risks.