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W. R. BERKLEY CORPORATION PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of W. R. BERKLEY CORPORATION PROFIT SHARING PLAN

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

Investment model portfolios

We provide two types of investment model portfolios for W. R. BERKLEY CORPORATION PROFIT SHARING PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
W. R. BERKLEY CORPORATION PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA -0.44% 4.10% 3.56% 6.02% 6.60% NA 6.88%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

Retirement Plan (401(k)) Info for W. R. BERKLEY CORPORATION PROFIT SHARING PLAN

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