Monroe County Retiree Health Care Board of Trustees Agenda 2026-06-23
Trust Rebalances $250,000 from Fidelity Index Fund
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Description
The Monroe County Retiree Health Care Board of Trustees authorized a portfolio rebalance to raise $250,000 from the Fidelity Extended Market Index Fund, with plans to revisit the allocation in August 2026. This action adjusts the trust’s asset allocation within its existing investment holdings.
Contract Details
Contract Amount
$250,000 (reallocation)
Vendor
FIDELITY EXTENDED MARKET INDEX FUND
Agency
Monroe County, MI
Contract Type
FINANCIAL_SERVICES
Document Date
June 23, 2026
Renewal Info
One-time rebalance transaction within an existing investment holding; Board plans to readdress allocation in August 2026 but no fixed renewal schedule is specified.
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