Nisource Inc Retirement Savings Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Balanced Fund Class K	FBAKX	C	U.S. All Cap	11	0.46%
MFS Massachusetts Investors Trust Class R6	MITJX	B	U.S. Large Cap	14	0.39%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Columbia Acorn USA Class Z	AUSAX	B--	U.S. Small Cap - Growth	22	1.06%
U.S. Equities - Value
Fidelity Equity-Income Fund Class K	FEIKX	B++	U.S. Mega Cap - Value	14	0.52%
Perkins Small Cap Value Fund Class N	JDSNX	F++	U.S. Small Cap - Value	22	0.58%
Northern Small Cap Value Fund	NOSGX	F++	U.S. Small Cap - Value	25	1%
Invesco Small Cap Value Fund Class Y	VSMIX	A++	U.S. Mid Cap - Value	28	0.86%
Specialty
NiSource Inc.	NI	D++	U.S. Real Estate	23	0%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Bonds
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Other
Fidelity Investments Money Market Funds Money Market Portfolio Class I	FMPXX		Other	0	0%

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