Nisource Inc Retirement Savings Plan
Performance
HelpPortfolio Return | 40.93% | 84.88% | 145.28% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,599 (+13.60%) | +$23,994 (+23.99%) | +$46,392 (+46.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 30% | 6% | - |
Oakmark International Fund Class I | OAKIX | 7% | 8% | 7% |
Fidelity Balanced Fund Class K | FBAKX | 42% | 48% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 6% | 5% | - |
Fidelity 500 Index | FXAIX | 15% | 33% | 77% |
Fidelity Extended Market Index | FSMAX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |