State Street Small Cap Equity Manages $18.6M for Pension Plan
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Description
State Street’s Small Cap Equity strategy oversees roughly $18.6 million for Rockville’s Pension Plan with an estimated fee of 0.8% of assets, or about $139,365 annually. Despite recent underperformance, the actively managed fund remains in place under consultant monitoring.
Contract Details
Contract Amount
$139,365 per year (estimated)
Vendor
STATE STREET SMALL CAP EQUITY
Agency
City of Rockville, MD
Contract Type
FINANCIAL_SERVICES
Document Date
May 13, 2026
Renewal Info
Manager continues under existing fee schedule; performance is being closely monitored.
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