SunLine Transit Agency Retirement Committees Joint Meeting Agenda March 2026
Baird Core Plus Serves as Core Bond Holding
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Description
SunLine’s bargaining unit retirement plan maintains a longstanding core bond allocation with the Baird Core Plus fund. The investment has been part of the plan since mid-2017 and is benchmarked to the Bloomberg U.S. Aggregate Bond Index.
Contract Details
Vendor
BAIRD CORE PLUS
Agency
Sunline Transit Agency, CA
Contract Type
FINANCIAL_SERVICES
Document Date
March 26, 2026
Contract Term
In portfolio since July 1, 2017 (as of performance table)
Renewal Info
Open-ended mutual fund; the plan has held the position continuously since 2017 with no fixed renewal date.
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