Monroe County Retiree Health Care Board Organizational Meeting Agenda
Board Increases Allocation to Fidelity Extended Market Index
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Description
Following termination of Clarkston Capital on November 10, 2025, the Board directed that the freed assets be allocated to the Fidelity Extended Market Index Fund, expanding its role in the Trust's domestic equity allocation.
Contract Details
Vendor
FIDELITY EXTENDED MARKET INDEX FUND
Agency
Monroe County, MI
Contract Type
FINANCIAL_SERVICES
Document Date
February 9, 2026
Renewal Date
2025-11-10
Renewal Info
Existing index fund holding received an additional allocation upon termination of Clarkston Capital on November 10, 2025.
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