Progress Energy 401(k) Savings/Stock Plan
Performance
HelpPortfolio Return | 86.74% | 147.86% | 275.00% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.79% Target-Date 2030 |
164.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,313 (+25.31%) | +$38,065 (+38.06%) | +$110,256 (+110.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 24% | 36% | 68% |
Fidelity Mid-Cap Stock Fund | FMCSX | 4% | 9% | 20% |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | 9% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 9% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 22% | 19% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 11% | 10% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | - | 8% | 12% |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |