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Asset Allocation Questionnaire How you allocate your assets can significantly impact your portfolio s performance. No matter how far away you are from retirement, it is important to think about your long-term strategy. One of the best ways to plan for a comfortable retirement is by choosing the appropriate asset allocation mix, based on your risk tolerance and time horizon. The following questions are designed to assist you in understanding your attitude toward risk and return. Your results may help you consider an asset allocation strategy that best suits your long-term investment objectives. Please Answer the Following Questions Circle your choice for each question 1
Money Market 1 Small Cap Stocks 2% TIAA-CREF Money Market Money Market 1 Royce Small Cap Special Stocks Equity 2% Associated Money Market 1 Allianz NFJ Small Cap Value 1% Bonds 4 International Vanguard Small Stocks Cap Index 0% 9% Bonds 4 Fidelity Advisor Small Cap 1% TIAA-CREF Bond Index 23% American Funds EuroPacific Growth 9% MetWest Total Return 23% JP Morgan Core Bond 23% Oppenheimer Developing Markets 0% Vanguard Total Bond Mkt Index 23% International Stocks 9% American Funds EuroPacific Growth 5% Large Large Cap Cap Stocks 13% Inflation Vanguard Linked Total Int'l Stock Index MFS BlackRock Value Equity Dividend BlackRock Inflation Protected Bond TIAA-CREF Vanguard 500 S&P Index 500 Index 5% TIAA-CREF Alternative / Inflation Real Estate Linked Securities American American Funds Funds AMCAP BlackRock Inflation Protected Bond 3% PIMCO Commodity Real Return 3% Mid Cap Stocks Voya Global Real Estate 2% Mid Cap Stocks Vanguard Mid Cap Index Columbia Mid Cap Index Money Market 13% Small Cap Stocks TIAA-CREF Associated Money Market 13% Allianz Royce NFJ Special Small Equity Cap Value 1% Bonds 39% Fidelity Advisor Small Cap 1% Bonds 39% International Stocks 12% MetWest Total Return 20% TIAA-CREF Bond Index 19% American Funds EuroPacific Growth 12% Vanguard Total Bond Mkt Index 19% International Stocks 12% JP Morgan Core Bond 20% Oppenheimer Developing Markets 0% American Funds EuroPacific Growth Large Cap Stocks 1 Vanguard Total Int'l Stock Index Large BlackRock Cap Equity Stocks Dividend 1 Inflation Linked 10% MFS Vanguard Value500 Index Alternative BlackRock / Inflation Protected Linked Bond 10% 5% TIAA-CREF American Funds S&P AMCAP 500 Index BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 3% 5% American Funds AMCAP PIMCO Commodity Real Return 5% Mid Cap Stocks Voya Global Real Estate 2% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index
Money Market Small Cap Cap Stocks Stocks TIAA-CREF Associated Money Market Allianz Royce NFJ Special Small Equity Cap Value 1% Bonds 30% Fidelity International Advisor Small Stocks Cap 1% 15% TIAA-CREF MetWest Total Bond Return Index 15% 15% American Funds EuroPacific Growth 10% Vanguard Total Bond Mkt Index 15% International Stocks 15% JP Morgan Core Bond 15% Oppenheimer Developing Markets 5% American Funds EuroPacific Growth Large Cap Stocks 2 Vanguard Total Int'l Stock Index 7% Large Cap Stocks 2 Inflation Linked 11% BlackRock Equity Dividend 9% MFS Vanguard Value500 Index 9% Alternative BlackRock / Inflation Inflation Protected Linked Bond 11% 11% 5% TIAA-CREF American Funds S&P AMCAP 500 Index 9% BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 2% American Funds AMCAP 9% PIMCO Commodity Real Return Mid Cap Stocks Voya Global Real Estate 3% Mid Vanguard Cap Stocks Mid Cap Index Columbia Mid Cap Index Money Market 5% Small Cap Cap Stocks TIAA-CREF Associated Money Market 5% Allianz Royce NFJ Special Small Equity Cap Value 2% Bonds 22% Fidelity Advisor Small Cap 2% Bonds 22% International Stocks 1 MetWest Total Return 11% TIAA-CREF Bond Index 11% American Funds EuroPacific Growth 12% Vanguard Total Bond Mkt Index 11% International Stocks 1 JP Morgan Core Bond 11% Oppenheimer Developing Markets American Funds EuroPacific Growth 9% Large Cap Stocks 30% Vanguard Total Int'l Stock Index 9% Large BlackRock Cap Equity Stocks Dividend 10% 30% Inflation Linked 11% MFS Vanguard Value500 Index 10% Alternative BlackRock / Inflation Linked Protected Bond 11% 5% TIAA-CREF American Funds S&P AMCAP 500 Index 10% BlackRock TIAA-CREF Inflation Real Protected Estate Securities Bond 1% American Funds AMCAP 10% PIMCO Commodity Real Return 7% Mid Cap Stocks Voya Global Real Estate 3% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index
Money Market 3% Small Cap Cap Stocks TIAA-CREF Associated Money Market 3% Allianz Royce NFJ Special Small Equity Cap Value 2% Bonds 13% Fidelity Advisor Small Cap 2% Bonds 13% International Stocks 22% MetWest Total Return 7% TIAA-CREF Bond Index American Funds EuroPacific Growth 1 Vanguard Total Bond Mkt Index International Stocks 22% JP Morgan Core Bond 7% Oppenheimer Developing Markets American Funds EuroPacific Growth 11% Large Cap Stocks 3 Vanguard Total Int'l Stock Index 11% Large BlackRock Cap Equity Stocks Dividend 12% 3 Inflation Linked 12% MFS Vanguard Value500 Index 12% Alternative BlackRock / Inflation Protected Linked Bond 12% TIAA-CREF American Funds S&P AMCAP 500 Index 12% BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 1% American Funds AMCAP 12% PIMCO Commodity Real Return Mid Cap Stocks Voya Global Real Estate 3% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index Money Market 0% Small Cap Cap Stocks TIAA-CREF Associated Money Market 0% Allianz Royce NFJ Special Small Equity Cap Value 3% Bonds 0% Fidelity Advisor Small Cap 3% Bonds 0% International Stocks 2 MetWest Total Return 0% TIAA-CREF Bond Index 0% American Funds EuroPacific Growth 1 Vanguard Total Bond Mkt Index 0% International Stocks 25% JP Morgan Core Bond 0% Oppenheimer Developing Markets American Funds EuroPacific Growth 13% Large Cap Stocks 4 Vanguard Total Int'l Stock Index 12% Large BlackRock Cap Equity Stocks Dividend 1 4 Inflation Linked 10% MFS Vanguard Value500 Index 1 Alternative BlackRock / Inflation Protected Linked Bond 11% 10% 5% TIAA-CREF American Funds S&P AMCAP 500 Index 1 BlackRock TIAA-CREF Inflation Real Estate Protected Securities Bond 0% 5% American Funds AMCAP 1 PIMCO Commodity Real Return Mid Cap Stocks Voya Global Real Estate 3% Vanguard Mid Cap Index Mid Cap Stocks Columbia Mid Cap Index
Prospectuses for all of the investment options are available through TIAA-CREF Retirement Plan Website at www.tiaa-cref.org or by calling 1-800-842-2252.