MyPlanIQ 401k Investor NISOURCE INC. RETIREMENT SAVINGS PLAN

NISOURCE INC. RETIREMENT SAVINGS PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin Fund
Foreign Large Blend FOSKX Fidelity Overseas Fund Class K
EUROPE STOCK FIEUX Fidelity Europe Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Investments Total Return Fund (institutional)
Short-Term Bond PTLDX PIMCO Investments Low-Duration Fund (institutional)
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond Fund
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin Fund
Foreign Large Blend FOSKX Fidelity Overseas Fund Class K
EUROPE STOCK FIEUX Fidelity Europe Fund
Foreign Large Blend AEPGX American Funds Investments EuroPacific Growth Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Moderate Allocation FBAKX Fidelity Balanced Fund Class K
Conservative Allocation FIRJX Fidelity Income Portfolio
ROOT CASH Fidelity Institutional Money Market Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Investments Total Return Fund (institutional)
Short-Term Bond PTLDX PIMCO Investments Low-Duration Fund (institutional)
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond Fund
LONG GOVERNMENT PGOVX PIMCO Investments Long-Term Government Fund
US EQUITY
SMALL BLEND NAESX Janus Investments Small Cap Value Fund (institutional)
SMALL VALUE JSIVX Perkins Investment Small Cap Value Fund
SMALL VALUE NOSGX Northern Funds Small Cap Value Fund
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund
LARGE GROWTH FCNKX Fidelity Contrafund Class K
LARGE GROWTH FGCKX Fidelity Growth Fund Class K
LARGE VALUE FEIKX Fidelity Equity Income Fund Class K
LARGE GROWTH FMGKX Fidelity Magellan Fund Class K
LARGE BLEND FGIKX Fidelity Growth and Income Fund Class K
Small Growth AUSAX Columbia Investments Acorn USA Z
Total Available Funds: 27
  • 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
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin Fund 100% 3 60 0 1.12% 5.33%
Foreign Large Blend FOSKX Fidelity Overseas Fund Class K 71% 3 60 0 0.95% 1.19%
EUROPE STOCK FIEUX Fidelity Europe Fund 61% 3 60 0 0.76% 1.63%
Foreign Large Blend AEPGX American Funds Investments EuroPacific Growth Fund 57% 3 60 0 0.9% 3.58%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.73%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.08%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 96% 3 60 0 0.66% 1.99%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.87%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 1.94%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.78%
Moderate Allocation FBAKX Fidelity Balanced Fund Class K 70% 3 60 0 0.5% 2.68%
Conservative Allocation FIRJX Fidelity Income Portfolio 0% 3 60 0 0.48% 2.16%
ROOT CASH Fidelity Institutional Money Market Fund 0% 3 60 0 NA 2.67%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Investments Total Return Fund (institutional) 97% 3 60 0 0.83% 3.99%
Short-Term Bond PTLDX PIMCO Investments Low-Duration Fund (institutional) 90% 3 60 0 1.05% 4.07%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond Fund 78% 3 60 0 0.45% 3.19%
LONG GOVERNMENT PGOVX PIMCO Investments Long-Term Government Fund 61% 3 60 0 1.39% 2.96%
US EQUITY
SMALL BLEND NAESX Janus Investments Small Cap Value Fund (institutional) 99% 3 60 0 0.03% 1.62%
SMALL VALUE JSIVX Perkins Investment Small Cap Value Fund 93% 3 60 0 1.36% 5.92%
SMALL VALUE NOSGX Northern Funds Small Cap Value Fund 89% 3 60 0 1% 7.84%
LARGE BLEND FUSEX Fidelity Spartan U.S. Equity Index Fund 79% 3 60 0 0.09% 1.68%
LARGE GROWTH FCNKX Fidelity Contrafund Class K 68% 3 60 0 0.55% 3.89%
LARGE GROWTH FGCKX Fidelity Growth Fund Class K 68% 3 60 0 0.79% 4.51%
LARGE VALUE FEIKX Fidelity Equity Income Fund Class K 68% 3 60 0 0.57% 4.95%
LARGE GROWTH FMGKX Fidelity Magellan Fund Class K 68% 3 60 0 0.68% 12.35%
LARGE BLEND FGIKX Fidelity Growth and Income Fund Class K 64% 3 60 0 0.57% 4.38%
Small Growth AUSAX Columbia Investments Acorn USA Z 0% 3 60 0 1.08% 3.97%
Average Expense Ratio: 0.72%
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Related Retirement Plans
NISOURCE INC RETIREMENT SAVINGS PLAN
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 6.2% 14.5% 3.1% 7.4% 5.6% 6.1%

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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:NI)
The plan consists of 27 funds. It covers 4 major asset classes and 20 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

NiSource Inc., an energy holding company, through its subsidiaries, provides natural gas, electricity, and other products and services.



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