September 2013 > Retirement Corner
Making the Most of It: The UT Fund Performance Report
You’ve finally made the decision to participate in one of the two UTSaver Retirement plans. You’ve picked an amount your comfortable contributing, and you’ve even picked a company. Now what? Every provider has representatives who are eager to sit down and work with you regarding investment options most beneficial to you. But if you want to do your own research, the UT Retirement Program has a powerful tool available to you.
The UTSaver Fund Performance Report provides performance history on a monthly, quarterly, one, five, ten year and fund life basis, and is the only place where you can view every fund offered by every company under the UT Retirement Program all in place.
By visiting our website at www.utretirement.utsystem.edu and selecting “All Funds” on the left-hand navigation menu, you have an opportunity to see for yourself what funds are performing best for any period of time and what the cost of those funds are, regardless of what company they are through. Additionally, the Fund Performance Report allows you to search by the following tiers:
- Tier 1: Asset Allocation or Lifecycle funds. These are the one-stop-shop “Easy” button options which invest your money in a fund made up of many other funds, which vary from conservative to aggressive based on your age and investment style.
- Tier 2: Core Investment Options. These are the core funds offered by each company, either Mutual Funds or Annuity Products.
The report also has two important functions available:
- My Funds: You can mark those funds you wish to follow specifically, and each time you log-in, those funds will display first.
- Same search capabilities: You can still search by company, tier, Ticker Symbol, or fund name.
Visit today to make the most of your available investment tools!
To learn more about your retirement options, UTRetirement Manager or to enroll, please visit our website at www.utretirement.utsystem.edu.