Beyond Fossil Fuels Balanced Fund

Pursuing a middle-of-the-road approach that emphasizes stocks for higher capital appreciation potential, the Beyond Fossil Fuels Balanced Fund maintains a significant fixed income component to temper market volatility, substituting the Beyond Fossil Fuels Fund for the equity allocation of UCF’s Moderate Balanced Fund. Because over 90% of UCF’s investors choose the Moderate Balanced Fund for the classic asset allocation the fund offers, the Beyond Fossil Fuels Balanced Fund gives investors an additional fossil-fuel-free choice. Investors in this fund also enjoy the additional advantage of participating in the range of UCF’s social responsibility work.

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