Investment Options

Retirement Savings Program
403(b), 457(b), DC Plans

The UC Retirement Savings Program’s investment menu is designed to make it easier for you to build a diversified, lower-cost investment mix that matches your personal tolerance for risk.

Share Class Change for UC Growth Company Fund

When the market closed on November 14, 2023, the share class of the UC Growth Company Fund investment option changed. The new share class offers you the same investment strategy and risk, but the overall expenses will be lower -0.32% gross expense ratio* for the new share class vs. 0.35% gross expense ratio* for the prior one.

UC understands that the fees and expenses of the investments you select have an impact on the overall returns of your portfolio. Therefore, we are pleased to offer the new share class, which has a lower expense ratio than the prior share class.

As of June 30, 2022, the core fund menu will no longer hold investments in companies that own fossil fuel reserves.* More information on this change is available here.

The menu includes a full range of asset classes designed to help meet your needs, no matter what type of investor you might be. The investment menu is selected and monitored by the UC Office of the Chief Investment Officer of the Regents.

Tier I

UC Pathway Funds

 

 

Tier II

Main Fund Menu 

BOND INVESTMENTS

DOMESTIC STOCK INVESTMENTS

FOREIGN STOCK INVESTMENTS

SPECIALTY STOCK INVESTMENTS

Tier III

Self Directed Brokerage