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Retirement Investments: Current Performance
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Click on the investment name in the table below to view additional information for that particular investment.
MEDICAL RESIDENT POST DOCTORAL SCHOOL RETIREMENT PLAN | 406416
TIAA Traditional Annuity
FUND NAME Current
Rates1
Rates of Return ending2
03/31/2014
  1 Year 3 Year 5 Year 10 Year Since Inception3
Retirement Choice 4.10% 3.37% 4.15% 4.35% -- 4.38%

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Vanguard Funds4  5  
FUND NAME Performance Data6 as of
04/23/2014
Average Annual Total Returns6 as of
03/31/2014
Net Asset
Values
Net Change YTD Return 1 Year 3 Year 5 Year 10 Year Since Inception7
Vanguard Emerging Markets Stock Index Fund Institutional Class Shares $25.90 -0.15 0.59% -2.78% -3.46% 13.96% 9.77% 8.73%
Vanguard Extended Market Idx Instl $63.55 -0.35 1.30% 25.90% 14.39% 26.05% 10.03% 8.86%
Vanguard Institutional Index $171.96 -0.36 2.07% 21.81% 14.63% 21.15% 7.42% 9.57%
Vanguard Prime Money Market -Institutional 8   $1.00 0.00 0.02% 0.06% 0.09% 0.17% 1.86% 3.60%
Vanguard Target Retirement 2010 $26.12 -0.01 2.03% 7.15% 7.06% 12.12% -- 6.02%
Vanguard Target Retirement 2015 $15.08 -0.01 2.10% 9.89% 8.03% 13.70% 6.06% 6.57%
Vanguard Target Retirement 2020 $27.68 -0.03 2.10% 11.98% 8.75% 14.93% -- 6.46%
Vanguard Target Retirement 2025 $16.07 -0.03 2.03% 13.40% 9.27% 16.06% 6.38% 6.96%
Vanguard Target Retirement 2030 $28.19 -0.05 1.99% 14.96% 9.81% 17.17% -- 6.56%
Vanguard Target Retirement 2035 $17.31 -0.04 1.94% 16.41% 10.30% 18.15% 6.87% 7.56%
Vanguard Target Retirement 2040 $28.85 -0.07 1.87% 17.47% 10.74% 18.44% -- 6.83%
Vanguard Target Retirement 2045 $18.09 -0.05 1.86% 17.51% 10.75% 18.46% 7.25% 8.01%
Vanguard Target Retirement 2050 $28.72 -0.07 1.88% 17.46% 10.74% 18.46% -- 6.89%
Vanguard Target Retirement 2055 $30.93 -0.08 1.91% 17.50% 10.84% -- -- 14.71%
Vanguard Target Retirement 2060 $27.26 -0.07 1.91% 17.50% -- -- -- 16.54%
Vanguard Target Retirement Income $12.70 0.00 1.99% 4.89% 6.26% 9.32% 5.32% 5.66%
Vanguard Tax managed International Fund Inst Shares $13.36 -0.04 1.00% 17.41% 7.27% 16.02% 6.74% --
Vanguard Total Bond Index Fund INST $10.73 +0.01 2.46% -0.20% 3.73% 4.74% 4.48% 5.69%
Vanguard Total International Stock Index Fund Institutional Class Shares $112.82 -0.39 1.46% 12.81% 4.45% 15.43% 6.89% 7.11%
Vanguard Total Stock Mkt Index - Inst. $47.40 -0.13 1.97% 22.68% 14.65% 22.07% 8.06% 6.94%

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Other
Mutual Funds4  5  
FUND NAME Performance Data6 as of
04/23/2014
Average Annual Total Returns6 as of
03/31/2014
Net Asset
Values
Net Change YTD Return 1 Year 3 Year 5 Year 10 Year Since Inception7
COHEN & STEERS INSTITUTIONAL REALTY $45.26 -0.19 11.68% 5.37% 9.34% 27.85% 9.42% 12.66%
DFA Inflation Protected Securities I $11.83 +0.04 3.23% -7.31% 3.69% 5.12% -- 5.34%
DFA U.S. Targeted Value I $23.12 -0.06 1.60% 28.26% 14.61% 27.29% 9.90% 12.98%
Diamond Hill Large Cap Fund Class Y $22.02 +0.02 1.99% 24.78% 15.16% 21.04% 9.52% 22.23%
Dodge & Cox Global Stock Fund $11.98 -0.02 4.36% 28.58% 12.45% 24.18% -- 5.21%
Harding Loevner International Equity Portfolio Institutional $18.08 -0.05 0.28% 10.78% 5.76% 17.24% 8.35% 6.35%
Laudus Mondrian Institutional Emerging Markets Fund $8.90 -0.05 2.30% 9.98% -- -- -- 7.61%
MFS International Value Fund Class R5 $34.16 -0.01 1.01% 19.29% 12.89% 18.78% 9.79% 10.82%
Neuberger Berman High Income Bond Fund Class R6 $9.50 0.00 3.07% 4.59% 10.15% 28.25% 8.50% 11.57%
PIMCO Total Return Instl $10.82 +0.01 1.82% -1.34% 4.04% 6.77% 5.78% 6.12%
T. Rowe Price Institutional Large Cap Growth $26.88 -0.27 -1.39% 33.38% 16.38% 24.19% 9.17% 8.94%
William Blair Small Mid Cap Growth Fund Class I $19.25 -0.09 -0.47% 25.78% 13.43% 23.99% 10.45% 10.47%

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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.
  1. Funds applied to TIAA Traditional from April 1, 2014 through April 30, 2014 will be credited with the indicated rates until February 28, 2015. Funds transferred to TIAA Traditional between April 1, 2014 through April 30, 2014 will begin earning interest at the beginning of the next calendar day following the effective date of the transfer, and will be credited with the indicated rates through February 28, 2015. TIAA Traditional is a guaranteed insurance contract and not an investment for Federal Securities Law purposes.

    You may also view current rates for funds applied in earlier periods
  2. Interest credited to TIAA Traditional Annuity accumulations includes a guaranteed rate, plus additional amounts that are not guaranteed but may be established on a year-by-year basis by the TIAA Board of Trustees. The additional amounts when declared remain in effect through the "declaration year", which begins each March 1. The guaranteed annual interest rate is 3% for all premiums remitted since 1979 under all TIAA Traditional Annuity accumulating contracts, except that for Retirement Choice, Retirement Choice Plus, and IRA (issued on or after 10/11/2010) Annuities the guaranteed rate is between 1% and 3%, as specified in the contract. The minimum guaranteed rate applicable to contributions and transfers into the TIAA Traditional Annuity account under RC contracts during 2014 is 1.00%. This rate will continue to be guaranteed to these 2014 contributions and transfers for 10 calendar years. The minimum guaranteed rate applicable to contributions and transfers into the TIAA Traditional Account under RCP and IRA contracts (issued on or after 10/11/2010) from March 1, 2014 through February 28, 2015 is 1.00%. The account also offers the opportunity for additional amounts in excess of the guarantee rate.
    Note: All IRA Minimum Distribution Option contracts and IRA contracts issued as a result of a divorce settlement will be given the same rate as the originating contract.
  3. Retirement Choice Inception Date: August 1, 2005
    Retirement Choice Plus Inception Date: June 1, 2006
    IRA (issued on or after 10/11/2010) Inception Date: October 11, 2010
    TIAA Stable Return Annuity Inception Date: July 1, 2006
  4. Daily performance data shown above is from Interactive Data CorporationTM, and is updated at approximately 7 a.m. each morning. Month-end performance data is provided by MorningstarTM, and is updated approximately 10 days after month-end. Returns may differ slightly from those provided by fund families themselves.
  5. 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.
  6. Total return includes the reinvestment of all dividends and any capital gains distribution.
  7. To see the inception date for each account/fund, as well as each fund's gross expense ratio, click on the account/fund and review the fund profile information.
  8. Money market investments are neither insured nor guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although these investments seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in such mutual funds or annuity accounts. The current yield more closely reflects current earnings than does the total return.
Annuities are designed for retirement savings or for other long-term goals. They offer several payment options, including lifetime income. Payments from CREF and TIAA variable annuities are not guaranteed, and the payment amounts will rise or fall depending on investment returns.
Retirement Annuity (RA) TIAA Contract form series 1000.24
Group Retirement Annuity (GRA) TIAA contract form series G-1000.4 or G-1000.5; G1000.6 or G1000.7 (not available in all states)
Retirement Choice TIAA Contract form Series IGRS-01-5-ACC, IGRS-01-60-ACC, and IGRS-01-84-ACC; TIAA Certificate Series IGRS-CERT1-5-ACC, IGRS-CERT1-60-ACC, IGRS-CERT1-84-ACC
Supplemental Retirement Annuity (SRA) TIAA Contract form series 1200.8
Group Supplemental Retirement Annuity (GSRA) TIAA Contract form series G1250.1 (GSRA's are not available in all states)
Retirement Choice Plus TIAA Contract form Series IGRSP-01-5-ACC, IGRSP-01-60-ACC, IGRSP-01-84-ACC; TIAA Certificate Series - IGRSP-CERT1-5-ACC, IGRSP-CERT1-60-ACC, IGRSP-CERT1-84-ACC;
IRA Annuity TIAA Contract form series 1280.2 or 1280.4 (not available in all states), or TIAA-IRA-01
Roth IRA Annuity TIAA Contract form series 1280.3 or 1280.5 (not available in all states), or TIAA-Roth-01
Keogh TIAA Contract form series G1350 (Keoghs are not available in all states)
TIAA Stable Value TIAA Contract form series - SV-01/TIAA Certificate series - SV-CERT1
Stable Return Annuity TIAA contract form series Contract form series SR-01; Certificate series SR-CERT1

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. You should consider the investment objectives, risks, charges and expenses carefully before investing. Please click on an investment's name within the chart or call 877 518-9161 for a prospectus that contains this and other information. If your plan offers TIAA Access annuities, please click on an investment’s name for the contract prospectus or call 877-518-9161 for contract and underlying fund prospectuses that contain this and other information. Please read the prospectuses carefully before investing.

Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.

Investment products, insurance and annuity products: are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.



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