Total Equity Fund

Comprised of units of the three UCF equity funds, the Total Equity fund invests primarily in a broadly diversified portfolio of domestic and international common stocks of both small and large capitalization, and carries a higher degree of risk than UCF’s Balanced Funds.

Eight investment firms manage portions of the Total Equity Fund on behalf of UCF —

Baillie Gifford
Fiduciary Management, Inc.
Dimensional Fund Advisors
LSV Asset Management
Oaktree Capital Management
Quantitative Management Associates (QMA)
State Street Global Advisors
Westfield Capital Management

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