PERAPlus 401(k) Plan

PERAdvantage Income Fund

Category: Target Retirement Date

Objective & Strategy: The fund seeks income, with some investment in stocks for potential capital appreciation. The fund is designed for participants who are close to, or already retired. This portfolio is designed to provide those who are withdrawing money from their plan with an appropriate blend of income and inflation protection. By investing in the fund you may capture diversified investment opportunities without having to manage multiple funds or worry with the day-to-day management of your money.

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