PERAPlus 401(k) Plan

PERAdvantage U.S. Large Cap Stock Fund

Category: Large Cap U.S. Stock

Objective & Strategy: The fund seeks to provide long-term capital appreciation and dividend income primarily by investing in the common stock of companies located in the United States with large market capitalizations. This fund invests in a wide array of U.S. stocks with market capitalizations similar to those found in the MSCI USA Large Cap Index. The fund combines active and passive management.

  • PERA Large Cap Index 60%
  • PERA Large Cap Core 40%
  • MSCI USA Large Cap Index

Total Asset-Based Fee: 0.08%

View the Fund Fact Sheet