California State University Committee on Finance Agenda May 2024
Polen Opportunistic High Yield Used in CSU TRP
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Description
The CSU Total Return Portfolio holds the Polen Opportunistic High Yield fund to enhance its high-yield bond exposure within the fixed income sleeve. The actively managed fund has an expense ratio of 0.79 percent.
Contract Details
Vendor
POLEN OPPORTUNISTIC HIGH YIELD
Agency
California State University Board of Trustees, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 21, 2024
Renewal Info
Ongoing mutual fund holding subject to portfolio management decisions; no distinct contract term.
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