allowing a bit of wiggle room for a rate cut.
Most trade policies were pushed out for 90 days.
Mr. Rowlins reported good corporate earnings over the quarter.
U.S. equities rallied sharply, particularly large cap which was up 11% for the quarter and 6% for
the year-to-date basis, mostly the driven by AI mega cap theme.
Small cap was up 8.5% for the quarter but down 1.8% in the year to date. Small cap struggled in
a higher interest rate environment and with higher input cost from tariffs. Small cap companies
can't pass as much of the tariff costs to the consumer as large cap companies can.
International markets are a clear leader in the market with respect to equities. Developed markets
such as Eurozone and Japan were up 11.8 % for the quarter. Interest rate cuts by the European
Central bank, fiscal policies designed to stimulate growth in the Eurozone and the weakening
U.S. dollar have led to higher returns in the international markets. Year-to-date international
markets were up 19.4%. Emerging markets such as Latin America, China and India were up 12%
and 16.3% year-to-date.
Real Assets were up 3.2% for the quarter and 7.8% for the year to date.
Mr. Rowlins said the takeaway is that there was a very strong second half of the fiscal year and
first half of the calendar year which drove up returns.
Overall performance for the quarter held solid results of 6.3% net which equates to in $1.8
million in gains and a 10.8% return for the fiscal year which equates to about $3.2 million in
gains was well above the 6.2% discount rate. The plan's funded status will certainly improve.
The fixed income portfolio is in good shape.
All the strategies in the portfolio are on maintain status. No proposed changes.
IV.
1.
REVIEW AND APPROVAL OF MINUTES
Motion to APPROVE Regular Meeting Minutes from June 17, 2025, as written.
APPROVED AND SO DECLARED
Sharon Wadecki
RESULT:
MOVER:
John Rodolico
SECONDER:
3
1
Thorne Rodolico Wadecki
Codding
AYE
EXCUSED
V.
1.
DIRECTOR OF HUMAN RESOURCES UPDATE
Director of Human Resources Update.
Christine Dias, Human Resource Director, reported the following;