Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
CapTrust tells Sun City West committee markets were broadly positive; members press on allocation, yields and past liquidation losses
Summary
CapTrust presented market commentary and portfolio performance to Sun City West’s Budget & Finance Committee, noting strong year‑to‑date returns, a 25/75 target allocation and liquidity steps; residents pressed for detail on yield calculation and past realized losses from bond liquidations.
CapTrust presented its market outlook and portfolio performance to the Sun City West Budget & Finance Committee on Dec. 18, saying broad asset classes produced positive returns through Sept. 30, 2025, and noting foreign equities and AI‑related investment were major drivers of 2025 gains.
"It's been a great year to be an investor in the market," Ryan Rafidi of CapTrust said in his market commentary, pointing to strong returns across U.S. large‑cap, small‑cap and international stocks and explaining that a weaker U.S. dollar had helped international performance. He also described the two components of fixed‑income return — yield and price — and noted that recent drops in Treasury yields contributed to price gains for bond holdings.
A C…
Already have an account? Log in
Subscribe to keep reading
Unlock the rest of this article — and every article on Citizen Portal.
- Unlimited articles
- AI-powered breakdowns of topics, speakers, decisions, and budgets
- Instant alerts when your location has a new meeting
- Follow topics and more locations
- 1,000 AI Insights / month, plus AI Chat
