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Mutual Funds: TIAA CREF FUNDS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
TIAA CREF BOND PLUS RETAIL FD (TCBPX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREFF INFLATION LINKED BOND FUND IN (TCILX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF LARGE CAP VALUE FUND (TCLCX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF MID CAP VALUE RETAIL (TCMVX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF SMALL CAP EQUITY RETAIL (TCSEX)
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1 Closed $100.00 Closed $100.00
TIAA CREF SHORT TERM BOND RETAIL (TCTRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF SOCIAL CHOICE EQUITY FD (TICRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF INTL EQUITY FD RETAIL (TIERX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF GROWTH & INCOME FD (TIIRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF EQUITY INDEX FD RETAIL (TINRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF LARGE CPA GROWTH FD (TIRTX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF TAX EXEMPT BOND II FD (TIXRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF HIGH YIELD II FD (TIYRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00
TIAA CREF SOCIAL CHOICE BOND RETAIL (TSBRX)
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1 $2,500.00 $100.00 $2,000.00 $100.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to FOLIOfn Investments, Inc. FOLIOfn Investments reserves the right to change the funds we make available at any time without prior notice.