Fourth Quarter 2009 Performance Recap by Catherine Waterworth, CIO
The glimmer of economic recovery continued to flash in the final quarter of 2009. The trend in job losses and falling home prices appeared to be reaching a trough while businesses began to replenish bare-bones inventories as signs of pent-up consumer demand emerged Read more »
What is a Trustee’s Fiduciary Duty? The following article by W. Scott Simon, Esq. discusses the duties of non-profit fiduciaries now that UPMIFA, the Uniform Prudent Management of Institutional Funds Act, has become the law in 44 states and the District of Columbia. Read more »
Fixed-Income Fund Returns 10.6% - Beats Barclay Index
Preliminary figures indicate that the UCF Fixed-Income Fund did very well in 2009, returning 10.62% during this year of recovery from the financial meltdown of 2008 Read more »
Employing Portfolio Power in Pursuit of Peace
Investors choose socially responsible funds because they care how their dollars are invested. In the case of Israel-Palestine, investors want to use the power of their portfolios to discourage profiting from a political situation that, while ripe for business, nevertheless violates international law and human rights Read more »
United Church Foundation Becomes United Church Funds
When the United Church Foundation updated its Strategic Plan in 2008, remaining “constituent driven” was reaffirmed as one of the organization’s Guiding Principles, with a goal of including constituent participation in the development of UCF’s services. While investors are regularly invited to offer feedback through surveys and in-person meetings, the Foundation decided to reach out in a new way in the first quarter of 2009, conducting focus groups to research several key questions Read more »
Social Action Fund Strengthens Corporate Engagement
For much of United Church Funds' first 100 years, socially responsible investing has remained an important value for our investors. Besides screening out companies that derive significant revenues from alcohol, tobacco, gambling and military weapons, we strive to remain an active shareholder by voting proxies and participating in shareholder resolutions to press for better corporate practices Read more »
Net Asset Values
as of 02/05/2010
| Fixed-Income | 4.6191 |
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| EQUITY FUNDS | |
| Domestic Core | 8.5076 |
| International | 9.5503 |
| Small Cap | 7.8253 |
| Total Equity | 8.7261 |
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| BALANCED FUNDS | |
| Conservative | 9.9098 |
| Moderate | 7.1765 |
| Aggressive | 9.0783 |
Learn more about our funds