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|Fund Name||Fidelity Fund Pick||No Transaction Fee 1||Morningstar Rating 2 (Overall as of 12/31/16)|
|Tiaa-cref Bond Fund Retail||869 Intermediate-Term Bond funds rated|
|Tiaa-cref Bond Plus Ii Retail||869 Intermediate-Term Bond funds rated|
|Tiaa Cref Emerging Mrkts Equity Retail||606 Diversified Emerging Mkts funds rated|
|Tiaa-cref Equity Index Fund Retail||1255 Large Blend funds rated|
|Tiaa-cref Growth & Income Fund Retail||1315 Large Growth funds rated|
|Tiaa-cref Instit High Yield Bond Ii||602 High Yield Bond funds rated|
|Tiaa-cref Instit Man Aged Allocation Ii||710 Allocation--50% to 70% Equity funds rated|
|Tiaa-cref Instl. Inflatn-link Bd Retl||191 Inflation-Protected Bond funds rated|
|Tiaa-cref Internat'l Equity Fd Retail||312 Foreign Large Growth funds rated|
|Tiaa-cref Large Cap Growth Retail||1315 Large Growth funds rated|
|Tiaa-cref Lrg Cap Value Retail||1088 Large Value funds rated|
|Tiaa-cref Mid Cap Growth -retail||588 Mid-Cap Growth funds rated|
|Tiaa-cref Mid Cap Value -retail||337 Mid-Cap Value funds rated|
|Tiaa-cref Real Estate Sec - Retail||235 Real Estate funds rated|
|Tiaa-cref Short Term Bond Ii Retail||445 Short-Term Bond funds rated|
|Tiaa-cref Small Cap Retail||599 Small Growth funds rated|
|Tiaa-cref Social Choice Equity Retail||1255 Large Blend funds rated|
|Tiaa-cref Tax Exempt Bond Ii Retail||256 Muni National Interm funds rated|
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
- The NTF symbol indicates that this fund family contains at least one fund that can be purchased without paying a transaction fee to Fidelity.
This symbol indicates a Fidelity Fund Pick.
Overall Morningstar Ratings (as of 12/31/16)
1 Fidelity reserves the right to change the funds available without transaction fees and reinstate the fees on any funds. Fidelity will charge a short-term trading fee each time you sell or exchange shares of FundsNetwork No Transaction Fee (NTF) funds held less than 180 days (short-term trade). If these funds are held for more than 180 days they may be sold without a short-term trading fee. Fidelity funds, money market funds, funds redeemed through the Personal Withdrawal Service, and shares purchased through dividend reinvestment may be sold without this fee. As well, Fidelity reserves the right to exempt other funds from this fee, such as funds designed to achieve their stated objective on a short-term basis. The fee will be based on the following fee schedule:
Online: $75 flat fee
Fidelity Automated Service Telephone (FAST®): 25% off representative-assisted rates, maximum: $187.50, minimum: $75
Representative-Assisted: 0.75% of principal, maximum: $250, minimum: $100
In addition, once you place 15 short-term trades in a 12-month period in your account, Fidelity will charge a transaction fee each time you purchase or exchange shares including automatic investments of FundsNetwork funds (typically available without paying a transaction fee or load) in that account for the following 12 months. Fidelity funds, money market funds, funds redeemed through the Personal Withdrawal Service, and shares purchased through dividend reinvestment are excluded from this fee.
Please be aware that certain FundsNetwork funds may be subject to separate and additional redemption fees imposed by the particular fund. Please refer to that fund's current prospectus for details. Fidelity Brokerage Services LLC, or its brokerage affiliate, may receive remuneration for providing certain record keeping or shareholder services to these fund families.
2 The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics, which are based on a risk-adjusted return. Past performance is no guarantee of future results.
©2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Morningstar is a registered trademark of Morningstar, Inc. and is not affiliated with Fidelity Investments. Although rankings are risk adjusted, for a complete discussion of each fund's risk, please consult the fund prospectus.