Nisource Inc Retirement Savings Plan
Performance
(as of 9/30/2013)HelpPortfolio Return | 27.76% | 22.83% | -39.69% |
Comparable Target-Date Fund [why this comparison?] |
31.85% Target-Date 2020 |
41.01% Target-Date 2030 |
47.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,088 (-4.09%) | -$18,178 (-18.18%) | -$87,115 (-87.11%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Small Cap Value Fund Class Y | VSMIX | 6% | - | - |
Fidelity Equity-Income Fund Class K | FEIKX | 12% | 23% | 15% |
Oakmark International Fund Class I | OAKIX | 9% | 9% | 8% |
Fidelity Balanced Fund Class K | FBAKX | 39% | 47% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 11% | 10% | 9% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 23% | - | - |
Fidelity Extended Market Index Fund Premium Class | FSEVX | - | 11% | 21% |
Fidelity 500 Index Fund Institutional Class | FXSIX | - | - | 38% |
MFS Massachusetts Investors Trust Class R6 | MITJX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2013)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
61%
STOCK
Moderate
80%
STOCK
Aggressive
97%
STOCK