FINANCIAL_SERVICESONGOING

MetWest Total Return Bond Fund Supports Fixed Income Sleeve

The ScholarShare 529 Active strategies employ the MetWest Total Return Bond Fund as a core fixed income component benchmarked to the Bloomberg U.S. Aggregate Bond Index. This fund supports capital preservation and income objectives.

Document date · May 22, 2025

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Ongoing as a fixed income underlying fund
Document type
Policy
Source document
Golden State ScholarShare College Savings Trust Statement of Investment Policy 2025-05-22

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by California Tax Credit Allocation Committee?

Metwest Total Return Bond Fund was awarded this financial services contract by California Tax Credit Allocation Committee, as recorded on May 22, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a policy record.

Where was this contract approved?

This contract appears in Golden State ScholarShare College Savings Trust Statement of Investment Policy 2025-05-22 (Policy), dated May 22, 2025 from California Tax Credit Allocation Committee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Metwest Total Return Bond Fund hold?

Metwest Total Return Bond Fund may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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