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Quarterly investment update: first-quarter net return -0.18%; five-year return 5.30%
Summary
Mariner Institutional presented the retirement fund's performance and allocation: first-quarter net return -0.18%, five-year net return 5.30%, total market value $296,700,615, and allocation 46.40% equities, 47.10% fixed income, 4.8% real estate, 1.7% cash; the board accepted the presentation unanimously.
Jennifer Brozstek of Mariner Institutional presented the fund's comparative performance and asset allocation. Brozstek reported a first-quarter net return of -0.18% and a five-year net return of 5.30%. She stated that "Total fund market value at March 31, 2026 was $296,700,615," and provided the quarter's asset allocation: 46.40% equities, 47.10% fixed income, 4.8% real estate and 1.7% cash.
Following the presentation, Commissioner Diane Marburger moved to accept the presentation; Commissioner Kim Geyer seconded and the motion carried unanimously. No amendments or additional investment directives were recorded in the meeting transcript.
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