MyPlanIQ 401k Investor Nisource Retirement Savings Plan for Union Employees

Nisource Retirement Savings Plan for Union Employees

Investment Menu Rating:

Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Moderate Allocation FBAKX Fidelity Balanced K
ROOT CASH FMPXX (Money Market)
Retirement Income FFKAX Fidelity Freedom K Income
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Others
Moderate Allocation FBAKX Fidelity Balanced K
ROOT CASH FMPXX (Money Market)
Retirement Income FFKAX Fidelity Freedom K Income
Target Date 2050+ FFKHX Fidelity Freedom K 2050
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Short-Term Bond PTLDX PIMCO Low Duration Instl
LONG GOVERNMENT PGOVX PIMCO Long-Term US Government Instl
US EQUITY
SMALL VALUE VSMIX Invesco Van Kampen SmallCapValue Y
SMALL VALUE JSIVX Perkins Small Cap Value L
SMALL VALUE NOSGX Northern Small Cap Value
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE VALUE FEIKX Fidelity Equity-Income K
LARGE BLEND MITHX MFS Massachusetts Investors Tr R3
Small Growth AUSAX Columbia Acorn USA Z
Total Available Funds: 26
  • 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
INTERNATIONAL EQUITY
Foreign Large Value OAKIX Oakmark International I 100% 3 60 0 0.75% 2.35%
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv 86% 3 60 0 0.17% 2.86%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 7%
Others
Moderate Allocation FBAKX Fidelity Balanced K 69% 3 60 0 0.5% 5.71%
ROOT CASH FMPXX (Money Market) 0% 1 60 0 NA 2.61%
Retirement Income FFKAX Fidelity Freedom K Income 0% 3 60 0 0.39% 3.89%
Target Date 2050+ FFKHX Fidelity Freedom K 2050 0% 3 60 0 0.64% 3.89%
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040 0% 3 60 0 0.62% 4.66%
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030 0% 3 60 0 0.59% 3.82%
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020 0% 3 60 0 0.54% 3.87%
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010 0% 3 60 0 0.5% 6.98%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.3%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.53%
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 2.94%
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 3 60 0 1.05% 3.91%
LONG GOVERNMENT PGOVX PIMCO Long-Term US Government Instl 61% 3 60 0 1.39% 3.22%
US EQUITY
SMALL VALUE VSMIX Invesco Van Kampen SmallCapValue Y 93% 3 60 0 1.1% 0.57%
SMALL VALUE JSIVX Perkins Small Cap Value L 92% 3 60 0 1.36% 1.38%
SMALL VALUE NOSGX Northern Small Cap Value 88% 3 60 0 1% 38.97%
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv 79% 3 60 0 0.09% 1.65%
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv 76% 3 60 0 0.1% 1.33%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 5.14%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 8.68%
LARGE VALUE FEIKX Fidelity Equity-Income K 67% 3 60 0 0.57% 5.29%
LARGE BLEND MITHX MFS Massachusetts Investors Tr R3 44% 3 60 0 0.95% 0.45%
Small Growth AUSAX Columbia Acorn USA Z 0% 3 60 0 1.08% 3.97%
Average Expense Ratio: 0.67%
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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 0.6% 8.8% 2.5% 6.6% 5.8% 6.3%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 8.6% 0.5% 3.2% 3.9% 4.8%

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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:NI)
The plan consists of 26 funds. It covers 3 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

This plan was created upon a user's request.



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