This comparison is provided for informational purposes only and should not be the sole resource for making a decision to participate in one UNC Optional Retirement Program plan over another nor to invest in one particular fund over another. Before making a decision, you should consider all of the features of a particular plan and the financial risks involved. This information reflects past performance of the various funds and in no way guarantees future results on either a relative or absolute basis. Total Expense Ratio is the relationship of operating expenses and management fees to invested assets.
Amount shown represents total fixed banded assets.
The Russell 2000 Index is comprised of the 2,000 smallest securities in the Russell 3000 Index and includes reinvestment of dividends. It is an unmanaged index of the common prices of 500 widely held U.S. common stocks. Under TIAA-CREF, the CREF Social Choice Account is a Social Criteria Fund. Under Lincoln Life, the Social Awareness Fund is a Growth Fund. Under Lincoln Life, the Global Asset Allocation Fund is a Global Balanced Fund.