April > Retirement Corner
Retirement Corner
Introducing the New, Improved Fund Performance Report
The University of Texas Retirement Program is proud to introduce the new Fund Performance Report to assist with your investment needs for your UT Optional Retirement Program, UTSaver Tax Sheltered Annuity and UTSaver Deferred Compensation Program accounts.
The Fund Performance Report provides a comprehensive summary of the investment performance for all funds and annuities offered in the UT Retirement Program ranging from the past month’s performance, to the performance of the fund since its inception. Additionally, benchmarking is available for many funds to allow investors to gauge performance against industry standards.
Some changes you will see:
- New Tiers. The stream-lined fund lineup has an equally streamlined tier system. Now, you will only have to look through two tiers. Tier 1 is Lifecycle or Allocation models. These are the one-stop funds designed to allow you to invest in a single fund that will adjust its own internal allocation to suit you as mature toward retirement. Tier 2 is the Core Fund line up and will include all other non-Lifecycle or Allocation funds. Tier 2 includes mutual funds and annuity products.
- Easier to navigate. With the new fund line up, instead of having to search through 700 funds to locate what you need, there are now under 300 funds. You still have the option to search by Fund name, ticker symbol, tier or Provider.
Features that remain:
- Favorite Funds Selection. Users can still log-on using their local campus user ID and password to save specific funds that you wish to follow.
- Completely Searchable. You can still search for funds either by Fund Name, Provider, Ticker Symbol, or even Investment Category.
Take advantage of this valuable tool today! Visit www.utretirement.utsystem.edu.
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