Progress Energy 401(k) Savings/Stock Plan
Performance
HelpPortfolio Return | 87.50% | 150.32% | 280.64% |
Comparable Target-Date Fund [why this comparison?] |
150.32% Target-Date 2020 |
112.75% Target-Date 2030 |
170.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$62,814 (-62.81%) | +$37,566 (+37.57%) | +$110,286 (+110.29%) |
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% |