W R Berkley Corporation Profit Sharing Plan
Performance
HelpPortfolio Return | 74.37% | 132.28% | 221.33% |
Comparable Target-Date Fund [why this comparison?] |
51.57% Target-Date 2020 |
99.24% Target-Date 2030 |
153.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,799 (+22.80%) | +$33,043 (+33.04%) | +$67,728 (+67.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
State Street S&P 500® Index Securities Lending Series Fund Class II | 27% | 34% | 72% | |
Fidelity Small Cap Discovery Fund | FSCRX | 5% | 9% | 5% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 18% | 7% | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 19% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 31% | 21% | - |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 5% | - |
Fidelity Contrafund Fund Class K | FCNKX | - | 8% | - |
State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II | - | 8% | 9% | |
Fidelity Puritan Fund Class K | FPUKX | - | 8% | - |
Fidelity Extended Market Index | FSMAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |