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Monthly Market Commentary

  • 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

Each month our consultants, New England Pension Consultants, provides a commentary on the previous month. These provide details on what markets and stocks did in the previous 30 day period.

The following documents are PDF files.

Fiscal Year (FY) 2025

  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024

Fiscal Year (FY) 2024

  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
Fiscal Year (FY) 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
Previous Fiscal Years

Essential Reading

Investment Information Memorandum & Operating Agreement
[PDF, 94 pages]

Audited Financial Statements Fiscal Year 2024
[PDF, 18 pages]

Subscription Agreement
[PDF, 11 pages]

UUCEF, LLC By-laws
[PDF, 4 pages]

Unitarian Universalist Association

24 Farnsworth St. | Boston, MA 02210
(617) 742-2100 | responsibleinvesting@uua.org

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