UNITARIAN UNIVERSALIST ASSOCIATION OF CONGREGATIONS

Retirement Plan

Below are the investment choices for this retirement plan. Learn more about asset classes.

Note: The investment choices listed below under any 'Funds' sub-category may include registered mutual funds and/or unregistered funds. See the investment's fact sheet and/or prospectus for additional information.

EQUITIES

Mutual Fund
INVESTMENT NAME
SHARE
CLASS
TICKER
SYMBOL
 
American Funds EuroPacific Growth Fund R5 RERFX Fact Sheet (PDF)  |  Prospectus
American Funds Washington Mutual Investors Fund R5 RWMFX Fact Sheet (PDF)  |  Prospectus
Boston Common International Fund N/A BCAIX Fact Sheet (PDF)  |  Prospectus
Columbia Acorn Fund Z ACRNX Fact Sheet (PDF)  |  Prospectus
CRM Small/Mid Cap Value Fund Investor CRMAX Fact Sheet (PDF)  |  Prospectus
MainStay Large Cap Growth Fund I MLAIX Fact Sheet (PDF)  |  Prospectus
Parnassus Small Cap Fund N/A PARSX Fact Sheet (PDF)  |  Prospectus
Pax World Global Environmental Markets Fund Institutional PGINX Fact Sheet (PDF)  |  Prospectus
TIAA-CREF Social Choice Equity Fund Retirement TRSCX Fact Sheet (PDF)  |  Prospectus
Vanguard Developed Markets Index Fund Institutional VTMNX Fact Sheet (PDF)  |  Prospectus
Vanguard Extended Market Index Fund Signal VEMSX Fact Sheet (PDF)  |  Prospectus
Vanguard Institutional Index Fund Institutional VINIX Fact Sheet (PDF)  |  Prospectus
Walden Equity Fund N/A WSEFX Fact Sheet (PDF)  |  Prospectus

FIXED INCOME

Mutual Fund
INVESTMENT NAME
SHARE
CLASS
TICKER
SYMBOL
 
PIMCO Total Return Fund III Administrative PRFAX Fact Sheet (PDF)  |  Prospectus
Vanguard Inflation-Protected Securities Fund Institutional VIPIX Fact Sheet (PDF)  |  Prospectus
Vanguard Total Bond Market Index Fund Signal VBTSX Fact Sheet (PDF)  |  Prospectus

MULTI-ASSET

Mutual Fund
INVESTMENT NAME
SHARE
CLASS
TICKER
SYMBOL
 
T. Rowe Price Retirement 2005 Fund N/A TRRFX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2010 Fund N/A TRRAX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2015 Fund N/A TRRGX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2020 Fund N/A TRRBX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2025 Fund N/A TRRHX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2030 Fund N/A TRRCX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2035 Fund N/A TRRJX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2040 Fund N/A TRRDX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2045 Fund N/A TRRKX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2050 Fund N/A TRRMX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement 2055 Fund N/A TRRNX Fact Sheet (PDF)  |  Prospectus
T. Rowe Price Retirement Income Fund N/A TRRIX Fact Sheet (PDF)  |  Prospectus
Walden Asset Management Fund N/A WSBFX Fact Sheet (PDF)  |  Prospectus

OTHER

Collective Fund
INVESTMENT NAME
SHARE
CLASS
TICKER
SYMBOL
 
Wells Fargo Stable Return Fund - M N/A N/A Fact Sheet (PDF)  |  Prospectus
C10279