MyPlanIQ 401k Investor PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN

PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard Retirement Savings Trust Common Collective Trust Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Fund Mutual Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Equity Income Fund Mutual Fund
LARGE BLEND VFINX Vanguard S&P 500 Index Fund Mutual Fund
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund Mutual Fund
Total Available Funds: 21
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard Retirement Savings Trust Common Collective Trust Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund Mutual Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual Fund
Moderate Allocation CTFDX Columbia Acorn Fund Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Mutual Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Mutual Fund
ROOT CASH Money market substitute
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Fund Mutual Fund
US EQUITY
LARGE VALUE FEQIX Fidelity Equity Income Fund Mutual Fund
LARGE BLEND VFINX Vanguard S&P 500 Index Fund Mutual Fund
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund Mutual Fund
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual Fund
Total Available Funds: 21
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE VGSIX Vanguard Retirement Savings Trust Common Collective Trust Fund 81% 3 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund Mutual Fund 94% 3 60 0 0.9% 3.89%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund 98% 3 60 0 0.58% 3.41%
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual Fund 98% 3 60 0 0.42% 2.89%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual Fund 98% 3 60 0 0.54% 3.2%
Moderate Allocation CTFDX Columbia Acorn Fund Mutual Fund 97% 3 60 0 0.85% 1.74%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual Fund 96% 3 60 0 0.66% 3.25%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual Fund 95% 3 60 0 0.64% 1.26%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Mutual Fund 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Mutual Fund 95% 3 60 0 0.7% 1.55%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Mutual Fund 94% 3 60 0 0.75% 3.56%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual Fund 92% 3 60 0 0.49% 3.21%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Mutual Fund 91% 3 60 0 0.75% 3.67%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Mutual Fund 87% 3 60 0 0.42% 2.92%
ROOT CASH Money market substitute 0% 1 60 0 NA 4.14%
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Mutual Fund 0% 3 60 0 0.44% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Fund Mutual Fund 97% 3 60 0 0.83% 3.98%
US EQUITY
LARGE VALUE FEQIX Fidelity Equity Income Fund Mutual Fund 98% 3 60 0 0.57% 1.67%
LARGE BLEND VFINX Vanguard S&P 500 Index Fund Mutual Fund 98% 3 60 0 0.14% 1.27%
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund Mutual Fund 77% 3 60 0 0.75% 0.87%
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual Fund 75% 3 60 0 0.63% 0.67%
Average Expense Ratio: 0.58%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 8.8% 5.3% 9.1% 6.6% 8.1%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:PGN)
The plan consists of 22 funds. It covers 4 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.


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