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Nisource Inc Retirement Savings Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Fidelity Balanced Fund Class KFBAKXBU.S. All Cap15fund risk0.46%
MFS Massachusetts Investors Trust Class R6MITJXCU.S. Large Cap20fund risk0.39%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
U.S. Equities - Growth     
Columbia Acorn USA Class ZAUSAXC+U.S. Small Cap - Growth27fund risk1.06%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
U.S. Equities - Value     
Fidelity Equity-Income Fund Class KFEIKXB+U.S. Mega Cap - Value19fund risk0.52%
Perkins Small Cap Value Fund Class NJDSNXF++U.S. Small Cap - Value30fund risk0.58%
Northern Small Cap Value FundNOSGXF++U.S. Small Cap - Value35fund risk1%
Invesco Small Cap Value Fund Class YVSMIXA++U.S. Small Cap - Value41fund risk0.86%
NiSource Inc.NIF--U.S. Real Estate30fund risk0%
Global & Intl. Equity     
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Oakmark International Fund Class IOAKIXA+International Large Cap - Value29fund risk0.98%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
Fidelity Investments Money Market Funds Money Market Portfolio Class IFMPXX Other0fund risk0%
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