Nisource Inc Retirement Savings Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Balanced Fund Class K	FBAKX	B	U.S. All Cap	15	0.46%
MFS Massachusetts Investors Trust Class R6	MITJX	C	U.S. Large Cap	20	0.39%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
U.S. Equities - Growth
Columbia Acorn USA Class Z	AUSAX	C+	U.S. Small Cap - Growth	27	1.06%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
U.S. Equities - Value
Fidelity Equity-Income Fund Class K	FEIKX	B+	U.S. Mega Cap - Value	19	0.52%
Perkins Small Cap Value Fund Class N	JDSNX	F++	U.S. Small Cap - Value	30	0.58%
Northern Small Cap Value Fund	NOSGX	F++	U.S. Small Cap - Value	35	1%
Invesco Small Cap Value Fund Class Y	VSMIX	A++	U.S. Small Cap - Value	41	0.86%
Specialty
NiSource Inc.	NI	F--	U.S. Real Estate	30	0%
Global & Intl. Equity
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
Oakmark International Fund Class I	OAKIX	A+	International Large Cap - Value	29	0.98%
Bonds
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Other
Fidelity Investments Money Market Funds Money Market Portfolio Class I	FMPXX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information