Investments
The performance of MFPRSI's composite portfolio and that of the individual managers' portfolios is periodically reviewed by the Board of Trustees and Administration. An investment consulting firm, Marquette Associates, submits a report to the System each quarter and provides technical information and investment advisory services to the Board and administration. Periodically, the Board reviews MFPRSI's investment policy and implements changes to the strategic and tactical policies of the investment program. The performance of the retirement system's portfolio from the inception of the fund through the latest fiscal year is reported below.
You will need the free Adobe Acrobat Reader® to view the forms below. Adobe, the Adobe logo, and Acrobat are trademarks of Adobe Systems Incorporated.
Investment Performance
Quarter, October 1, 2023 - December 31, 2023
Total Fund: 5.0%
Inception to Date Annualized
January 1, 1992 – December 31, 2023
Total Fund: 7.8%
Total Fund Policy Hurdle Rate: 7.5%
It is important to note that historical performance is not a guarantee of future performance of the portfolio due to the cyclical nature of markets and the individual components thereof.
Click here for the asset allocation.