PERAPlus 401(k) Plan

PERAdvantage 2035 Fund

Category: Target Retirement Date

Objective & Strategy: The fund seeks a combination of current income and capital appreciation, with a greater emphasis on appreciation. The fund will automatically adjust the underlying asset allocation to become more conservative over time and is designed for participants who expect to retire around 2030, at which time the fund will reach its most conservative risk level and be blended into the PERAdvantage Income Fund. By investing in a single target retirement date fund you may capture diversified investment opportunities without having to manage multiple funds.

Benchmark: The fund’s custom benchmark will be a mix of the indices weighted in proportion to the fund mix. The following indices may be included:
  • Russell 1000 Index
  • Russell 2000 Index
  • MSCI ACWI ex-U.S. IMI Index
  • Barclays Bloomberg U.S. Aggregate Bond Index
  • Barclays Bloomberg U.S. TIPS Index
  • FTSE ESPRA/NAREIT Developed Index
  • Citigroup 3 Month T-bill Index
  • Dow Jones-UBS Commodity Index
Total Asset-Based Fee: 0.10%

View the Fund Fact Sheet