University of California - Investment Options

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.

**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

Short Term
UC Savings Fund

Intermediate Term
UC Bond Fund

Inflation-Protected
UC Short Term TIPS Fund
UC TIPS Fund

DOMESTIC STOCK INVESTMENTS

Broad Cap
UC Domestic Equity Index Fund

Large Cap
UC Growth Company Fund

Small Cap
UC Domestic Small Cap Equity Fund

FOREIGN STOCK INVESTMENTS

Emerging Markets
UC Emerging Markets Equity Fund

SPECIALTY STOCK INVESTMENTS

Tier III

Self Directed Brokerage

Fidelity BrokerageLink^®

Before investing in any investment option, please carefully consider the investment objectives, risks, charges, and expenses. This and other information on the UC Retirement Savings Program Fund Menu is available, free of charge, online at www.netbenefits.com or by calling Fidelity^® Retirement Services at 1-866-6UC-RSVP (1-866-682-7787). This and other information on mutual fund options that are part of the UC Retirement Savings Program Fund Menu and other mutual funds or exchange-traded funds outside the UC Retirement Savings Program Fund Menu can be found in the prospectus, offering circular, or, if available, a summary prospectus, which can be obtained, free of charge, at the same website and toll-free phone number. Read the information carefully before you invest.

Investing involves risk, including risk of loss.

* Excludes two funds managed by Fidelity: UC Growth Company Fund and UC Diversified International Fund. In addition, the UC RSP offers a brokerage option called, Fidelity BrokerageLink®. This option gives you access to thousands of mutual funds available through Fidelity FundsNetwork®, as well as exchange-traded funds (ETFs) – many of which include fossil fuel companies. You can learn more about Fidelity BrokerageLink^® here.

FREQUENTLY ASKED QUESTIONS
TERMS AND CONDITIONS

Investment Options

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.