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401k, 403b plan

University of California 403(b) Retirement Program

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
UC Pathway Income Fund B--U.S. Mid Cap12fund risk0%
UC Pathway Fund 2020C--U.S. Mid Cap16fund risk0%
UC Pathway Fund 2025DU.S. All Cap19fund risk0%
UC Pathway Fund 2030DU.S. All Cap21fund risk0%
UC Pathway Fund 2035DU.S. All Cap23fund risk0%
UC Pathway Fund 2040DU.S. All Cap25fund risk0%
US Pathway Fund 2045FU.S. All Cap26fund risk0%
UC Pathway Fund 2060DU.S. All Cap27fund risk0%
UC Pathway Fund 2055FU.S. All Cap27fund risk0%
UC Pathway Fund 2050FU.S. All Cap27fund risk0%
UC Social Equity FundC++U.S. Mega Cap34fund risk0.16%
UC Domestic Equity Index FundDU.S. Large Cap34fund risk0.2%
UC Domestic Small Cap Equity FundC--U.S. Small Cap39fund risk0.2%
U.S. Equities - Growth     
UC Growth Company FundA++U.S. All Cap - Growth34fund risk0.71%
UC Short Term TIPS FundB+U.S. Micro Cap - Growth5fund risk0%
UC Real Estate FundB--U.S. Real Estate41fund risk0.1%
Global & Intl. Equity     
UC Diversified International FundA-International Large Cap - Growth28fund risk0.78%
UC International Equity Index FundA--International Large Cap31fund risk0%
UC Emerging Markets Equity FundC-Emerging Markets33fund risk0.67%
UC Savings FundCU.S. Cash / Money Market0fund risk0%
UC Bond FundB++Bond - Multi Sector5fund risk0.07%
UC TIPS FundC++U.S. Treasury - TIPS9fund risk0.2%
UC Pathway Fund 2015 Other0fund risk0%
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