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401k Investor
Exxon Mobil Savings Plan
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Investment Options
| Total Available Funds: | 6 |
| Asset Class | Ticker | Description | Rating | ||||||||||||
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| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||
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Average Expense Ratio: 0.13%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 2.7% | 6.8% | 9.2% | 9.0% | 5.8% | 7.1% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 1.4% | 6.5% | 8.4% | 7.8% | 5.7% | 7.2% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | -1.2% | 7.0% | 6.9% | 7.2% | 6.1% | 7.6% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
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Click for Portfolio Details or Follow | 3.1% | 9.0% | 5.3% | 6.2% | 4.9% | 6.3% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description(Ticker:XOM)
The plan consists of 5 funds. It covers 3 major asset classes and 4 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.
Exxon Mobil (XOM) was rated as the number one in Fortune 500 in 2009. They are the world's largest publicly traded international oil and gas company, providing energy that helps underpin growing economies and improve living standards around the world.
Its global businesses enable ExxonMobil to compete effectively in the ever-changing and challenging worldwide energy industry.
ExxonMobil uses innovation and technology to deliver energy to a growing world. We explore for, produce and sell crude oil, natural gas and petroleum product. It has, operating facilities or markets products in most of the world’s countries and explore for oil and natural gas on six continents.
This plan is based on the Summary Plan Description and Prospectus provided by ExxonMobil.
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