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PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN
Investment Model Portfolios

Investment options of PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth FMCSX Fidelity Mid Cap Stock Fund Mutual Fund
LARGE GROWTH CGFFX American Funds Growth Fund of America Mutual Fund
LARGE BLEND VFINX Vanguard S&P 500 Index Fund Mutual Fund
LARGE VALUE FEQIX Fidelity Equity Income Fund Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth Fund Mutual Fund
REAL ESTATE
REAL ESTATE VGSIX Vanguard Retirement Savings Trust Common Collective Trust Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Bond Fund Mutual Fund
Others
Retirement Income FFFAX Fidelity Freedom Income Fund Mutual Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund Mutual Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund Mutual Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund Mutual Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund Mutual Fund
EQUITY PGN Progress Energy CVO Fund Contingent Value Obligations
Moderate Allocation CTFDX Columbia Acorn Fund Mutual Fund
ROOT CASH Money market substitute

Investment model portfolios

We provide two types of investment model portfolios for PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PROGRESS ENERGY 401(k) SAVINGS & STOCK OWNERSHIP PLAN Tactical Asset Allocation Moderate NA 1.98% 6.13% 7.64% 6.73% 9.06% 9.42% 9.27%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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