T. Rowe Price LCG (TPLGX) | Russell 1000 Growth Index

Board of Trustees of the General Employees’ Pension Plan · 2026-05-14 · agenda_item

This item concerns a review of investment performance for the T. Rowe Price LCG (TPLGX) fund, which tracks the Russell 1000 Growth Index. The Board of Trustees of the General Employees’ Pension Plan for the City of Fernandina Beach is reviewing historical statistics and risk/return data for this fund over 3-year and 5-year periods. This review is currently under consideration by the Board. While no construction project is detailed, the review of investment performance may lead to future decisions regarding fund management or allocation. Such decisions could involve financial services, investment consulting, or administrative support. Engaging with the Board early in their review process could provide insight into potential future needs for professional services related to financial planning and management.