>>Fund Summaries
Fund Summaries2018-08-02T14:04:12+00:00

Fund Summaries

% of Portfolio  Market Value 03/31/18 ($)
UMFMTC Total Fund 100        53,495,478
UMFTMC Index Target
Domestic Equity 40.2      21,491,372
Large Cap Equity 33.4        17,859,379
Boston Common Large Core SRI 3.9          2,072,991
Brown Advisory Large Sust. Growth SRI 9.6          5,150,013
Russell 1000 Growth
BMO-Harris Investment Management 8.3          4,455,013
Great Lakes Large Cap Value 2.3         1,234,282
Russell 1000 Value
iShares MSCI USA Minimum Volatility ETF 2.2          1,152,275
MSCI USA Minimum Volatility Index GR
iShares Edge MSCI Multifactor USA ETF 7.1         3,794,805
MSCI USA Diversified Multi-Factor Index
Small Cap Equity 6.8          3,631,993
DFA US Small Cap Fund 6.8          3,631,993
Russell 2000
International Equity 21.8       11,645,115
Developed Markets 15.8         8,478,565
Artisan International 7.8          4,180,059
MSCI ACWI ex USA
iShares MSCI EAFE Minimum Volatility ETF 3.2          1,711,524
MSCI EAFE Min Vol NR
MFS International Value Fund 4.8          2,586,981
MSCI EAFE
Emerging Markets 5.9          3,166,550
DFA Emerging Markets Fund 0.8         443,560
T. Rowe Price Emerging Markets Stock 1.7         885,893
MSCI Emerging Markets 
iShares Edge MSCI Min Vol Emerging Markets 3.4          1,837,097
MSCI Emerging Markets Min Vol
Fixed Income 28.4        15,166,794
PIMCO Total Return ESG Fund 12.0          6,445,707
BBgBarc US Aggregate TR
Vanguard Short-Term Bond Index Fund 6.7          3,557,963
BBgBarc US Govt/Credit 1-5 Yr. TR
Breckinridge Capital Advisors 9.7          5,165,123
BBgBarc US Govt/Credit Int TR
Alternatives 9.5          5,067,964
Versus Capital Multi-Mgr Real Estate Fund 4.6          2,462,145
Stone Ridge Reinsurance Risk Premium 4.9          2,605,819
SwissRe Global Cat Bond TR Index
Cash & Equivalents 0.2          122,233