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W R Berkley Corporation Profit Sharing Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap12fund risk0%
Fidelity Puritan Fund Class KFPUKXCU.S. Large Cap12fund risk0.46%
Fidelity Freedom 2055 Fund Class KFNSDXBU.S. All Cap13fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXBU.S. All Cap13fund risk0%
Fidelity Freedom 2060 Fund Class KFNSFXBU.S. All Cap13fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap13fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap13fund risk0%
State Street S&P 500® Index Securities Lending Series Fund Class IICU.S. Large Cap15fund risk0.04%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap7fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap8fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap9fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap - Growth20fund risk0%
Neuberger Berman Mid Cap Growth Fund Class R6NRMGXD-U.S. Mid Cap - Growth22fund risk0.68%
Fidelity Growth Company Fund Class KFGCKXB--U.S. All Cap - Growth23fund risk0.71%
Invesco Small Cap Growth Fund R5 ClassGTSVXA--U.S. Small Cap - Growth25fund risk0.83%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXC++U.S. Mid Cap - Value19fund risk0.74%
Fidelity Small Cap Discovery FundFSCRXB++U.S. Mid Cap - Value20fund risk1.01%
W. R. Berkley CorpWRBF++U.S. Large Cap - Value26fund risk0%
Global & Intl. Equity     
MFS International Diversification Fund Class R6A-International Large Cap - Growth13fund risk0.1%
State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class IID++International Small Cap14fund risk0.12%
Fidelity Freedom Income Class KFNSHXBEmerging Markets4fund risk0%
Bonds     
Vanguard Prime Money Market Fund Admiral SharesVMRXXCU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB-Bond - Multi Sector3fund risk0.39%
Fidelity Government Income FundFGOVXC--U.S. Treasury - Intermediate / Long3fund risk0.45%
State Street U.S. Bond Index Securities Lending Series Fund Class XIVC-Bond - Multi Sector3fund risk0.08%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
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