University of California 403(b) Retirement Program

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
UC Pathway Fund 2035	C	U.S. All Cap	11	0%
UC Pathway Fund 2040	C	U.S. All Cap	11	0%
US Pathway Fund 2045	C	U.S. All Cap	12	0%
UC Pathway Fund 2060	C	U.S. All Cap	12	0%
UC Pathway Fund 2055	C	U.S. All Cap	12	0%
UC Pathway Fund 2050	C	U.S. All Cap	12	0%
UC Domestic Equity Index Fund	C	U.S. All Cap	15	0.2%
UC Social Equity Fund	C-	U.S. Mega Cap	16	0.16%
UC Domestic Small Cap Equity Fund	C+	U.S. Small Cap	23	0.2%
UC Pathway Income Fund	C	U.S. All Cap	5	0%
UC Pathway Fund 2020	B	U.S. All Cap	7	0%
UC Pathway Fund 2025	C	U.S. All Cap	8	0%
UC Pathway Fund 2030	C	U.S. All Cap	10	0%
U.S. Equities - Growth
UC Growth Company Fund	B--	U.S. All Cap - Growth	23	0.71%
Specialty
UC Real Estate Fund	B++	U.S. Real Estate	17	0.1%
Global & Intl. Equity
UC Diversified International Fund	B-	International Large Cap - Growth	14	0.78%
UC International Equity Index Fund	B-	International Large Cap	15	0%
UC Emerging Markets Equity Fund	D	Emerging Markets	19	0.67%
Bonds
UC Savings Fund	C	U.S. Cash / Money Market	0	0%
UC Short Term TIPS Fund	B+	U.S. Treasury - TIPS	2	0%
UC Bond Fund	C-	Bond - Multi Sector	3	0.07%
UC TIPS Fund	C+	U.S. Treasury - TIPS	4	0.2%
Other
UC Pathway Fund 2015		Other	0	0%

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