W. R. BERKLEY CORPORATION PROFIT SHARING PLAN
Investment Model Portfolios
Total Available Funds: 29
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2000-2010 |
FFKBX |
Fidelity Freedom K 2000 Fund |
| Target Date 2000-2010 |
FFKCX |
Fidelity Freedom K 2010 Fund |
| Target Date 2016-2020 |
FFKDX |
Fidelity Freedom K 2020 Fund |
| Target Date 2026-2030 |
FFKEX |
Fidelity Freedom K 2030 Fund |
| Target Date 2036-2040 |
FFKFX |
Fidelity Freedom K 2040 Fund |
| Target Date 2050+ |
FFKHX |
Fidelity Freedom K 2050 Fund |
| Moderate Allocation |
FPUKX |
Fidelity Puritan® Fund — Class K |
| ROOT |
CASH |
Fidelity Retirement Money Market Portfolio |
| EQUITY PRECIOUS METALS |
FSAGX |
Fidelity Select Gold Portfolio |
|
| US EQUITY |
|
|
| LARGE GROWTH |
FCAKX |
Fidelity Capital Appreciation Fund — Class K |
| LARGE GROWTH |
FCNKX |
Fidelity Contrafund® — Class K |
| LARGE VALUE |
FEIKX |
Fidelity Equity-Income Fund — Class K |
| LARGE GROWTH |
FGCKX |
Fidelity Growth Company Fund — Class K |
| LARGE GROWTH |
FMGKX |
Fidelity Magellan® Fund — Class K |
| Small Growth |
GTSVX |
AIM Small Cap Growth Fund – Class I |
| LARGE GROWTH |
JAMRX |
Janus Research Fund — Class T |
| SMALL BLEND |
RLPIX |
Royce Low-Priced Stock Fund-Institutional Class |
| LARGE BLEND |
FSMKX |
Spartan® 500 Index Fund — Investor Class |
| MID-CAP BLEND |
FSEMX |
Spartan® Extended Market Index Fund — Investor Class |
| SMALL BLEND |
SMVAX |
Wells Fargo Advantage Small Cap Value |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Growth |
FDIKX |
Fidelity Diversified International Fund — Class K |
| Foreign Large Blend |
FOSKX |
Fidelity Overseas Fund — Class K |
| Foreign Large Blend |
FSIIX |
Spartan® International Index Fund — Investor Class |
|
| FIXED INCOME |
|
|
| Intermediate Government |
FGOVX |
Fidelity Government Income Fund |
| Intermediate-Term Bond |
FTHRX |
Fidelity Intermediate Bond Fund |
| Intermediate-Term Bond |
FBIDX |
Fidelity U.S. Bond Index Fund |
| Short-Term Bond |
PTLDX |
PIMCO Low Duration Fund — Institutional Class |
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return Fund — Institutional Class |
| Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Securities Fund — Investor Shares |
|
The following is a moderate-risk model portfolio constructed from the investment options of W. R. BERKLEY CORPORATION PROFIT SHARING PLAN.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
Retirement Plan (401(k)) Info for W. R. BERKLEY CORPORATION PROFIT SHARING PLAN
