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Focus on Quality High-quality investment options are the heart of a retirement plan. UNIFI Companies Retirement Plans' diversified lineup of investment options has the variety and quality you are looking for.
Investment Choices We offer a broad range of more than 70 investment choices, representing many nationally prominent fund managers. These represent a full range of asset classes including domestic and foreign stock funds, plus a diversified menu of real estate and bond funds.
Investment Goals
When selecting their personal combination of investment options, plan participants should be guided by their long-term goals and their risk tolerance. Our investments cover the full risk/reward spectrum so plan participants can feel confident knowing that there will be a wide range of investments to meet their needs. Participants can select their own investments or take advantage of the charts and tools we offer to make selection easier. A variety of specialty options are featured:
- Asset Allocation Funds
- Target Date Retirement Funds
- Index Funds
- Socially Responsible Funds
- Lifestyle Strategy Exchange Traded Funds
Investment Evaluation Investment options are thoroughly screened and evaluated to determine those that have the potential to deliver long-term performance.
- ISES, our Investment Selection Evaluation System, is a rigorous, objective process designed to select a strong lineup to meet the long-term goals of retirement savers.
- Research from Morningstar Associates, LLC also contributes to the selection process. They evaluate performance, expenses, investment strategies, and portfolio managers. The selection of investment options is systematic and proactive.
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