Metro Water Recovery Defined Benefit Plan Retirement Board Meeting Agenda 2026-05-21
Board Considers Adjusting American Funds Allocation
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Description
The Board will consider CAPTRUST’s recommendation to shift 2.25 percent of assets out of the American Funds New Perspective Fund into an international index fund, while setting a new target allocation for the fund within the public equity portfolio. The proposal fine-tunes equity exposures across existing managers.
Contract Details
Vendor
AMERICAN FUNDS NEW PERSPECTIVE FUND (RNPGX)
Agency
Metro Water Recovery, CO
Contract Type
FINANCIAL_SERVICES
Document Date
May 21, 2026
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Metro Water Recovery Defined Benefit Plan Retirement Board Meeting Agenda 2026-05-21
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Metro Water Recovery Defined Benefit Plan Retirement Board Meeting Agenda 2026-05-21
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