Toggle navigation
About
About UUCEF
Team
News
Contact
Investing
Investing Overview
What Is the UUCEF?
Why Invest in the UUCEF?
How the Fund Works
How to Invest
Investment Objectives
Investment Policies and Guidelines
Managing Investment Risk
UUA Investment Managers
Investment Policy Statement
Investment Information Memorandum
Subscription Agreement
Operating Agreement
UUCEF Current & Historical Fees
Contribution and Payment Guide
Reports
Reports Overview
Monthly Market Commentary
Monthly Performance Reports
Performance
Holdings & Community Investments
Forms and Sign up for Online Statements
Investment Committee Reports
Audited Financial Reports
Resources
Online Access
Socially Responsible Investing
About SRI
Socially Responsible Investment Guidelines
How Investment Decsisions Get Made
Video Archive
Resources on Carbon Asset Risk
Frequently Asked Questions
History
Ten Things All UUs Should Know
Investment Screening
Shareholder Advocacy
Shareholder Resolution Presenter Form
Community Investment Guidelines & Policy
Community Development
Microfinance
Proxy Voting
Tools for Congregations
SRI Member Videos
Account Login
Change in NAV
Holdings – Archive
Monthly Performance Reports
Performance
Holdings & Community Investments
Forms and Online Statements
Investment Committee Reports
Socially Responsible Investing Committee Reports
Audited Financial Reports
Resources
Online Access
The following documents are in PDF format.
Fiscal Years
2022
June 30, 2022
March 2022
December 2021
September 2021
2021
June 2021
March 2021
December 2020
September 2020
2020
June 2020
March 2020
December 2019
September 2019
2019
June 2019
March 2019
December 2018
September 2018
2018
June 2018
March 2018
December 2017
September 2017
2017
June 2017
March 2017
December 2016
September 2016
2016
June 2016
March 2016
December 2015
September 2015
2015
June 2015
March 2015
December 2014
September 2014
2014
June 2014
March 2014
December 2013
September 2013
2013
June 2013
March 2013
December 2012
September 2012
2012
June 2012
March 2012
December 2011
September 2011
2011
June 2011
March 2011
December 2010
September 2010
2010
June 2010
March 2010
December 2009
September 2009
2009
June 2009
