At the University of Michigan, our employee 403a/403b match program allows us to invest in many different funds. Some of these investment funds may be involved in activities that are contrary to our values. You can use the tools provided on this page to find out more about the investment funds available to University staff.
How-to Guides
Want to learn how to make elections in TIAA?
Want to learn how to make elections in Fidelity?
Need to change allocation of TIAA and/or Fidelity?
Looking for a free Financial Planning tool? Checkout this one by Fidelity.
Socially Responsible Fund Analysis Dashboard
Below is an overview of some of the funds available in both TIAA and Fidelity. It borrows a simple understanding of the funds and how they are invested, along with their socially responsible grades from asyousow.org using their fund screener.
** Disclaimer ** this page was developed to educate University of Michigan employees on their retirement accounts, and is not intended as financial advice.
Tips:
- An expense ratio of .75 means you will pay $7.50 per $1k invested for the fiscal year.
- All time refers to gain/loss of the fund’s share price.
- It’s best practice to diversify your elections by asset classes as well as industry. This tool only considers equities.
- All measures are subject to change. Below indicates their standing as of 6/6/2024
For desktop: Toggle between Fidelity and TIAA depending on which account you hold. Simply refresh the browser to reset the dashboard.
For mobile: The same applies, however for a better experience you will need to take a few more steps. Enable “Desktop” at the bottom of the dashboard next to “Share”. Then enable “Desktop” on your browser. Lastly, enable your mobile screen to rotate.
Download: This dashboard has options for download with a choice to download a snapshot with your filters, or the list of funds. You can find the button at the bottom of the dashboard next to “Share”.
** disclaimer** this page was developed to educate University of Michigan employees on their retirement accounts, and is not intended as financial advice.