Carrying the highest degree of risk of any of UCF’s domestic funds, the Small Cap Equity Fund invests primarily in a diversified portfolio of US small capitalization stocks typically with an average market capitalization under $1.5 billion.

Organization Management


BlackRock, Inc. is an American global investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is today the world’s largest asset manager with $5.98 trillion in assets under management.

Westfield Capital Management

Westfield manages a US small cap growth portfolio, utilizing a team approach to stock analysis based on in-depth, fundamental investing. With a focus on domestic growth equities, Westfield seeks high earnings growth companies trading at reasonable price-earnings ratios and valuations. Founded in 1989, Westfield is located in Boston and manages over $14 billion.

Fiduciary Management, Inc.

Fiduciary Management, Inc. (FMI) manages a US large cap portfolio for UCF, employing equity investing strategies, with a focused value approach firmly rooted in fundamental research. Founded in 1980, FMI manages over $15 billion in assets for domestic and international institutions, individual investors and Registered Investment Advisors. FMI also manages a US small cap portfolio for the UCF, utilizing the same …

Dimensional Fund Advisors

The US small cap value portfolio managed by Dimensional seeks to purchase a broad and diverse group of the common stock of US small cap companies perceived to be value stocks at the time of purchase — companies with market capitalizations within the smallest 10% of the market universe, or smaller than the 1,000th largest US company. After identifying the aggregate market …
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UCF Introduces The Just World Fund

UCF today announced the launch of the Just World Fund, a fixed income impact fund that will enable churches and faith-based organizations to leverage their investable assets to address global economic justice, fair housing, human rights to water and nutrition, and solutions for environmental security.

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Creating a Just World Through Values-aligned Investing

In light of the UNGA meeting, UCF is pleased to share some of the work we have accomplished to support the UN Sustainable Development Goals to guide the international community in common pursuit of solving the world’s problems. UCF has contributed to the positive outcomes of several global goals using our core socially responsible investing strategies of engagement, asset alignment and innovative product offerings.