PERAPlus 401(k) Plan

PERAdvantage Real Return Fund

Category: Real Return

Objective & Strategy: The fund seeks to provide broad exposure to real assets and Treasury Inflation Protected Securities (TIPS) and to produce a return over a full market cycle that exceeds the rate of inflation. The fund invests in U.S. TIPS, Real Estate Investment Trusts (REITs), commodities, and global natural resources and infrastructure stocks.

SSgA Real Assets Strategy 70%
SSgA U.S. TIPS Index 30%

Benchmark: Performance is measured against a composite of the following indices:
  • 25% Bloomberg Barclays U.S. Tips Index
  • 25% Bloomberg Roll Select Commodity Index
  • 25% S&P Global LargeMidCap Commodity and Resources Index
  • 15% Dow Jones U.S. Select REIT Index
  • 10% S&P Global Infrastructure Index
Total Asset-Based Fee: 0.20%

View the Fund Fact Sheet