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Nisource Retirement Savings Plan for Union Employees
Investment Model Portfolios

This plan was created upon a user's request.

Investment options of Nisource Retirement Savings Plan for Union Employees

Total Available Funds: 26
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE VALUE FEIKX Fidelity Equity-Income K
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE BLEND MITHX MFS Massachusetts Investors Tr R3
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
Small Growth AUSAX Columbia Acorn USA Z
SMALL VALUE VSMIX Invesco Van Kampen SmallCapValue Y
SMALL VALUE NOSGX Northern Small Cap Value
SMALL VALUE JSIVX Perkins Small Cap Value L
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Value OAKIX Oakmark International I
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Others
Moderate Allocation FBAKX Fidelity Balanced K
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2050+ FFKHX Fidelity Freedom K 2050
Retirement Income FFKAX Fidelity Freedom K Income
ROOT CASH FMPXX (Money Market)
FIXED INCOME
Short-Term Bond PTLDX PIMCO Low Duration Instl
LONG GOVERNMENT PGOVX PIMCO Long-Term US Government Instl
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst

Investment model portfolios

We provide two types of investment model portfolios for Nisource Retirement Savings Plan for Union Employees 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
Nisource Retirement Savings Plan for Union Employees Tactical Asset Allocation Moderate NA 21.63% -0.05% 3.64% 4.39% 5.34% 5.83% 6.47%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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