>>Fund Summaries
Fund Summaries2018-03-23T15:27:31+00:00

Fund Summaries

% of Portfolio  Market Value 12/31/17 ($)
UMFMTC Total Fund 100        53,701,651
UMFTMC Index Target
Domestic Equity 40.3       21,664,638
Large Cap Equity 33.5        17,976,496
Boston Common Large Core SRI 4.0          2,125,400
Brown Advisory Large Sust. Growth SRI 9.2          4,936,717
Russell 1000 Growth
BMO-Harris Investment Management 8.6          4,613,026
Great Lakes Large Cap Value 2.4         1,300,580
Russell 1000 Value
iShares MSCI USA Minimum Volatility ETF 2.2          1,171,135
MSCI USA Minimum Volatility Index GR
iShares Edge MSCI Multifactor USA ETF 7.1         3,829,741
MSCI USA Diversified Multi-Factor Index
Small Cap Equity 6.9          3,688,143
DFA US Small Cap Fund 6.9          3,688,143
Russell 2000
International Equity 21.5       11,556,913
Developed Markets 15.8         8,468,571
Artisan International 7.8          4,167,556
MSCI ACWI ex USA
iShares MSCI EAFE Minimum Volatility ETF 3.2          1,695,033
MSCI EAFE Min Vol NR
MFS International Value Fund 4.9          2,605,982
MSCI EAFE
Emerging Markets 5.8          3,088,342
DFA Emerging Markets Fund 0.8         436,233
T. Rowe Price Emerging Markets Stock 1.6         861,572
MSCI Emerging Markets 
iShares Edge MSCI Min Vol Emerging Markets 3.3          1,790,536
MSCI Emerging Markets Min Vol
Fixed Income 28.6        15,339,998
PIMCO Total Return ESG Fund 12.2          6,542,235
BBgBarc US Aggregate TR
Vanguard Short-Term Bond Index Fund 6.7          3,576,276
BBgBarc US Govt/Credit 1-5 Yr. TR
Breckinridge Capital Advisors 9.7          5,221,487
BBgBarc US Govt/Credit Int TR
Alternatives 9.4          5,035,942
Versus Capital Multi-Mgr Real Estate Fund 4.6          2,447,418
Stone Ridge Reinsurance Risk Premium 4.8          2,588,524
SwissRe Global Cat Bond TR Index
Cash & Equivalents 0.2          104,159