Nisource Inc Retirement Savings Plan
Performance
HelpPortfolio Return | 41.26% | 85.63% | 146.40% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.33% Target-Date 2030 |
99.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,741 (+13.74%) | +$24,301 (+24.30%) | +$46,691 (+46.69%) |
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% |