Fact Sheets, Prospectus & Reports

No-load share for direct investors and investors on certain platforms.

Ticker Fund Fund Profile Fact Sheets Summary Prospectus Prospectus Statement of Additional Information Annual Report Semi-Annual Report Monthly Holdings
USAUX Aggressive Growth USAUX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USCBX California Bond USCBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USCGX Capital Growth USCGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UCAGX Cornerstone Aggressive UCAGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USCCX Cornerstone Conservative USCCX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
UCEQX Cornerstone Equity UCEQX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USBSX Cornerstone Moderate Fund USBSX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USCRX Cornerstone Moderately Aggressive USCRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USMCX Cornerstone Moderately Cnsrv USMCX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USEMX Emerging Markets USEMX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
USMIX Extended Market Index USMIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USFIX Flexible Income Fund USFIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UGEIX Global Equity Income Fund UGEIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UGMVX Global Managed Volatility Fund UGMVX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
USGNX Government Securities USGNX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
USGRX Growth & Income USGRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USBLX Growth and Tax Strategy USBLX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USAAX Growth Fund USAAX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USHYX High Income USHYX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
USAIX Income USAIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
USISX Income Stock USISX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USIBX Intermediate-Term Bond USIBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
USIFX International USIFX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
USNQX Nasdaq-100 Index USNQX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Nasdaq-100 Index (PDF, 788KB, opens in a new window) Nasdaq-100 Index (PDF, 383KB, opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USNYX New York Bond USNYX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USAGX Precious Metals and Minerals USAGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
USRRX Real Return USRRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
USSPX S&P 500 Index Member Shares USSPX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USPRX S&P 500 Index Reward Shares USPRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USSCX Science & Technology USSCX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
USSBX Short-Term Bond USSBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
USCAX Small Cap Stock USCAX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
URTNX Target Retirement 2020 URTNX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
URTRX Target Retirement 2030 URTRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
URFRX Target Retirement 2040 URFRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
URFFX Target Retirement 2050 URFFX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
URSIX Target Retirement 2060 URSIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
URINX Target Retirement Income URINX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
USATX Tax Exempt Intermediate-Term USATX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USTEX Tax Exempt Long-Term USTEX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USSTX Tax Exempt Short-Term USSTX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USTRX Total Return Strategy USTRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
UUSTX Ultra Short-Term Bond UUSTX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Ultra Short-Term Bond (PDF, 788KB, opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UVALX Value UVALX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
USVAX Virginia Bond USVAX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USAWX World Growth USAWX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International

Available on certain platforms with a 0.25% 12(b)1 fee.

Ticker Fund Fund Profile Fact Sheets Summary Prospectus Prospectus Statement of Additional Information Annual Report Semi-Annual Report Monthly Holdings
UXABX California Bond Adviser Shares UXABX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
UAEMX Emerging Markets Adviser Shares UAEMX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UAFIX Flexible Income Fund - Adviser Shares UAFIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UAGNX Government Securities Adviser Shares UAGNX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
USGIX Growth & Income Adviser Shares USGIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UINCX Income Fund Adviser UINCX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UHYOX High Income Adviser Shares UHYOX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UITBX Intermediate-Term Bond Adviser Shares UITBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UAIFX International Adviser Shares UAIFX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UNYBX New York Bond Adviser Shares UNYBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
UPMMX Precious Metals and Minerals Adviser Shares UPMMX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
USTCX Science & Technology Adviser Shares USTCX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
UASBX Short-Term Bond Adviser Shares UASBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UTEIX Tax Exempt Intermediate-Term Adviser Shares UTEIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
UTELX Tax Exempt Long-Term Adviser Shares UTELX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
UTESX Tax Exempt Short-Term Adviser Shares UTESX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
UAVAX Value Adviser Shares UAVAX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UVABX Virginia Bond Adviser Shares UVABX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Tax Exempt Fixed Income
USWGX World Growth Adviser Shares USWGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International

For qualified investors with expense ratios below that of the Retail Shares.

Ticker Fund Fund Profile Fact Sheets Summary Prospectus Prospectus Statement of Additional Information Annual Report Semi-Annual Report Monthly Holdings
UIAGX Aggressive Growth Institutional Shares UIAGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UICGX Capital Growth Fund Institutional Shares UICGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UIEMX Emerging Markets Institutional Shares UIEMX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UIFIX Flexible Income Fund Institutional Shares UIFIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UIGEX Global Equity Income Fund Institutional Shares UIGEX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UGOFX Global Managed Volatility Fund Institutional Shares* UGOFX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window)
UIGSX Government Securities Fund Institutional Shares UIGSX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UIGIX Growth & Income Fund Institutional Shares UIGIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UIGRX Growth Institutional Shares UIGRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UIHIX High Income Institutional Shares UIHIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UIINX Income Institutional Shares UIINX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UIISX Income Stock Institutional Shares UIISX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UIITX Intermediate-Term Bond Institutional Shares UIITX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UIIFX International Institutional Shares UIIFX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International
UIPMX Precious Metals and Minerals Institutional Shares UIPMX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
UIRRX Real Return Institutional Shares UIRRX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Sector and Alternative Strategies
UISBX Short-Term Bond Institutional Shares UISBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UISCX Small Cap Stock Institutional Shares UISCX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UTRIX Total Return Strategy Fund Institutional Shares UTRIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Asset Allocation
UUSIX Ultra-Short Term Bond Fund Institutional Shares UUSIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
UIVAX Value Institutional Shares UIVAX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
UIWGX World Growth Fund Institutional Shares UIWGX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Global/International

*Global Managed Allocation Fund was Global Opportunities Fund prior to July 12, 2013

*For Employer Sponsored Retirement Plans

Ticker Fund Fund Profile Fact Sheets Summary Prospectus Prospectus Statement of Additional Information Annual Report Semi-Annual Report Monthly Holdings
URGSX Government Securities URGSX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
URHIX High Income Fund URHIX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
URIFX Income URIFX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
URISX Income Stock URISX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
URIBX Intermediate-Term URIBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
URNQX Nasdaq-100 Index URNQX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Nasdaq-100 Index (PDF, 788KB, opens in a new window) Nasdaq-100 Index (PDF, 383KB, opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) US Equity
URSBX Short-Term Bond URSBX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Click to download Statement of Additional Information (opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income
URUSX Ultra Short-Term Bond URUSX Click to download Factsheet (opens in a new window) Click to download Summary Prospectus (opens in a new window) Click to download Prospectus (opens in a new window) Ultra Short-Term Bond (PDF, 788KB, opens in a new window) Click to download Annual Report (opens in a new window) Click to download Semi Annual Report (opens in a new window) Click to download Monthy Holding URL (opens in a new window) Taxable Fixed Income

*R6 Shares generally are available only through employer-sponsored retirement plans where a financial intermediary provides retirement record keeping services to plan participants. R6 Shares also are available to endowment funds and foundations. There is no minimum initial investment amount or minimum subsequent investment for R6 Shares. Please contact your plan administrator or record keeper to purchase or sell (redeem) shares from your retirement plan.

No-load share for direct investors and investors on certain platforms.

Ticker Fund  
USAUX Aggressive Growth   US Equity
USCBX California Bond   Tax Exempt Fixed Income
USCGX Capital Growth   Global/International
UCAGX Cornerstone Aggressive   Asset Allocation
USCCX Cornerstone Conservative   Asset Allocation
UCEQX Cornerstone Equity   Asset Allocation
USBSX Cornerstone Moderate Fund   Asset Allocation
USCRX Cornerstone Moderately Aggressive   Asset Allocation
USMCX Cornerstone Moderately Cnsrv   Asset Allocation
USEMX Emerging Markets   Global/International
USMIX Extended Market Index   US Equity
USFIX Flexible Income Fund   Taxable Fixed Income
UGEIX Global Equity Income Fund   Global/International
UGMVX Global Managed Volatility Fund   Sector and Alternative Strategies
USGNX Government Securities   Taxable Fixed Income
USGRX Growth & Income   US Equity
USBLX Growth and Tax Strategy   Asset Allocation
USAAX Growth Fund   US Equity
USHYX High Income   Taxable Fixed Income
USAIX Income   Taxable Fixed Income
USISX Income Stock   US Equity
USIBX Intermediate-Term Bond   Taxable Fixed Income
USIFX International   Global/International
USNQX Nasdaq-100 Index   US Equity
USNYX New York Bond   Tax Exempt Fixed Income
USAGX Precious Metals and Minerals   Sector and Alternative Strategies
USRRX Real Return   Sector and Alternative Strategies
USSPX S&P 500 Index Member Shares   US Equity
USPRX S&P 500 Index Reward Shares   US Equity
USSCX Science & Technology   Sector and Alternative Strategies
USSBX Short-Term Bond   Taxable Fixed Income
USCAX Small Cap Stock   US Equity
URTNX Target Retirement 2020   Asset Allocation
URTRX Target Retirement 2030   Asset Allocation
URFRX Target Retirement 2040   Asset Allocation
URFFX Target Retirement 2050   Asset Allocation
URSIX Target Retirement 2060   Asset Allocation
URINX Target Retirement Income   Asset Allocation
USATX Tax Exempt Intermediate-Term   Tax Exempt Fixed Income
USTEX Tax Exempt Long-Term   Tax Exempt Fixed Income
USSTX Tax Exempt Short-Term   Tax Exempt Fixed Income
USTRX Total Return Strategy   Asset Allocation
UUSTX Ultra Short-Term Bond   Taxable Fixed Income
UVALX Value   US Equity
USVAX Virginia Bond   Tax Exempt Fixed Income
USAWX World Growth   Global/International

Available on certain platforms with a 0.25% 12(b)1 fee.

Ticker Fund  
UXABX California Bond Adviser Shares   Tax Exempt Fixed Income
UAEMX Emerging Markets Adviser Shares   Global/International
UAFIX Flexible Income Fund - Adviser Shares   Taxable Fixed Income
UAGNX Government Securities Adviser Shares   Taxable Fixed Income
USGIX Growth & Income Adviser Shares   US Equity
UINCX Income Fund Adviser   Taxable Fixed Income
UHYOX High Income Adviser Shares   Taxable Fixed Income
UITBX Intermediate-Term Bond Adviser Shares   Taxable Fixed Income
UAIFX International Adviser Shares   Global/International
UNYBX New York Bond Adviser Shares   Tax Exempt Fixed Income
UPMMX Precious Metals and Minerals Adviser Shares   Sector and Alternative Strategies
USTCX Science & Technology Adviser Shares   Sector and Alternative Strategies
UASBX Short-Term Bond Adviser Shares   Taxable Fixed Income
UTEIX Tax Exempt Intermediate-Term Adviser Shares   Tax Exempt Fixed Income
UTELX Tax Exempt Long-Term Adviser Shares   Tax Exempt Fixed Income
UTESX Tax Exempt Short-Term Adviser Shares   Tax Exempt Fixed Income
UAVAX Value Adviser Shares   US Equity
UVABX Virginia Bond Adviser Shares   Tax Exempt Fixed Income
USWGX World Growth Adviser Shares   Global/International

For qualified investors with expense ratios below that of the Retail Shares.

Ticker Fund  
UIAGX Aggressive Growth Institutional Shares   US Equity
UICGX Capital Growth Fund Institutional Shares   Global/International
UIEMX Emerging Markets Institutional Shares   Global/International
UIFIX Flexible Income Fund Institutional Shares   Taxable Fixed Income
UIGEX Global Equity Income Fund Institutional Shares   Global/International
UGOFX Global Managed Volatility Fund Institutional Shares*  
UIGSX Government Securities Fund Institutional Shares   Taxable Fixed Income
UIGIX Growth & Income Fund Institutional Shares   US Equity
UIGRX Growth Institutional Shares   US Equity
UIHIX High Income Institutional Shares   Taxable Fixed Income
UIINX Income Institutional Shares   Taxable Fixed Income
UIISX Income Stock Institutional Shares   US Equity
UIITX Intermediate-Term Bond Institutional Shares   Taxable Fixed Income
UIIFX International Institutional Shares   Global/International
UIPMX Precious Metals and Minerals Institutional Shares   Sector and Alternative Strategies
UIRRX Real Return Institutional Shares   Sector and Alternative Strategies
UISBX Short-Term Bond Institutional Shares   Taxable Fixed Income
UISCX Small Cap Stock Institutional Shares   US Equity
UTRIX Total Return Strategy Fund Institutional Shares   Asset Allocation
UUSIX Ultra-Short Term Bond Fund Institutional Shares   Taxable Fixed Income
UIVAX Value Institutional Shares   US Equity
UIWGX World Growth Fund Institutional Shares   Global/International

*Global Managed Allocation Fund was Global Opportunities Fund prior to July 12, 2013

*For Employer Sponsored Retirement Plans

Ticker Fund  
URGSX Government Securities   Taxable Fixed Income
URHIX High Income Fund   Taxable Fixed Income
URIFX Income   Taxable Fixed Income
URISX Income Stock   US Equity
URIBX Intermediate-Term   Taxable Fixed Income
URNQX Nasdaq-100 Index   US Equity
URSBX Short-Term Bond   Taxable Fixed Income
URUSX Ultra Short-Term Bond   Taxable Fixed Income

*R6 Shares generally are available only through employer-sponsored retirement plans where a financial intermediary provides retirement record keeping services to plan participants. R6 Shares also are available to endowment funds and foundations. There is no minimum initial investment amount or minimum subsequent investment for R6 Shares. Please contact your plan administrator or record keeper to purchase or sell (redeem) shares from your retirement plan.