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Thursday, June 2, 2005

Expansion of UC Funds and Other Investment Options

Below is a list of the expanded selection of investment options, known as the Core Funds).

UC Savings Fund
UC ICC (Insurance Company Contract) Fund
UC Equity Fund
UC Bond Fund
UC Balanced Growth Fund
UC TIPS (Treasury Inflation-Protected Securities) Fund
UC Domestic Equity Index Fund (new and available in July)
UC International Equity Index Fund (new and available in July)
UC Pathway Funds (new and available in July) – a series of life cycle funds that are managed to adjust the risk as each fund approaches a target date
Vanguard Small Cap Index Fund – Admiral Shares (available in July)
Dimensional Emerging Markets Portfolio (available in July)
Vanguard REIT (Real Estate Investment Trust) Index Fund – Admiral Shares fund (available in July)
Vanguard Calvert Social Index (available in July)

Details about the new UC funds and other investment options are not yet available, but they will be included in the detailed Transition Information kit you will receive in your home mail in late May.

If you have a UC balance in Fidelity Investment Funds and the Calvert Group Socially Responsible Funds, you can continue to maintain and/or make transfers into or out of Fidelity and Calvert Group account(s) after the conversion. In addition, other mutual funds will be available for fund transfers via a self-directed brokerage account. These options will not be monitored by the UC Office of the Treasurer.

If you have questions, please contact the Lab’s Benefits Office (x6403).

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