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Packet 20231016
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Last modified
3/21/2024 5:56:02 PM
Creation date
12/26/2023 3:00:07 PM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
10/16/2023
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PERM
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City of San Leandro 6 <br />1-Month 3-Month Year-to-1-Year 3-Year 5-Year 10-Year <br />Fund Name Return Return Date Return Return Return Return <br />Columbia Contrarian Core Inst3 6.58 11.06 20.75 21.21 15.02 12.88 12.78 <br />Vanguard Growth & Income Adm 7.16 8.50 15.52 18.31 14.72 11.92 12.74 <br />Dodge & Cox Stock I 6.91 5.58 7.15 12.37 18.18 10.02 11.41 <br />iShares S&P 500 Value ETF 6.86 6.60 12.06 19.78 16.58 10.39 10.33 <br />Harbor Capital Appreciation Retirement 6.84 15.74 36.94 32.51 8.83 12.69 15.40 <br />iShares S&P 500 Growth ETF 6.36 10.54 21.13 18.04 11.60 12.81 14.28 <br />S&P 500 TR USD 6.61 8.74 16.89 19.59 14.60 12.31 12.86 <br />iShares Russell Mid-Cap ETF 8.33 4.73 8.94 14.79 12.32 8.31 10.15 <br />Russell Mid Cap TR USD 8.34 4.76 9.01 14.92 12.50 8.46 10.32 <br />Undiscovered Managers Behavioral Val R6 7.38 -0.17 0.36 7.78 24.50 6.90 9.90 <br />Emerald Growth Institutional 8.17 8.78 13.26 20.32 7.22 5.66 10.41 <br />Russell 2000 TR USD 8.13 5.21 8.09 12.31 10.82 4.21 8.26 <br />Dodge & Cox International Stock I 7.02 4.31 10.72 14.70 12.78 4.88 5.33 <br />DFA Large Cap International I 4.81 3.00 11.18 17.21 9.99 4.82 5.64 <br />MFS International Growth R6 3.74 2.97 12.47 18.55 8.43 6.86 7.56 <br />MSCI EAFE NR USD 4.55 2.95 11.67 18.77 8.93 4.39 5.41 <br />Hartford Schroders Emerging Mkts Eq F 5.13 1.90 7.15 4.00 2.31 1.59 3.70 <br />MSCI EM NR USD 3.80 0.90 4.89 1.75 2.32 0.93 2.95 <br />Source: SEI Investments, Morningstar Investments <br />CITY OF SAN LEANDRO <br />Returns less than one year are not annualized. Past performance is no indication of future results. The information presented has been obtained from <br />sources believed to be accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value. <br />INTERNATIONAL EQUITY FUNDS <br />For Period Ending June 30, 2023 <br />LARGE CAP EQUITY FUNDS <br />MID CAP EQUITY FUNDS <br />SMALL CAP EQUITY FUNDS
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