City of Brooksville Retired Police Officers Trust Fund Agenda May 2026
Board Liquidates MFS Growth Fund Allocation
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Description
The Board approved an initial $3,400 reallocation out of MFS Growth Fund (MFEKX) into Dodge & Cox Income, followed by full liquidation of the MFS position into Fidelity Large Cap Growth Index (FSPGX). These moves reflect a shift from active to index-based large cap growth exposure.
Contract Details
Contract Amount
$3,400 sell order plus full liquidation
Vendor
MFS GROWTH FUND (MFEKX)
Agency
Town of Brooksville, MS
Contract Type
FINANCIAL_SERVICES
Document Date
May 12, 2026
Renewal Info
Manager effectively terminated for large-cap growth mandate following full liquidation.
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City of Brooksville Retired Police Officers Trust Fund Agenda May 2026
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