MyPlanIQ 401k Investor Exxon Mobil Savings Plan

Exxon Mobil Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 6
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Units
Others
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond AGG Bond Units
Short-Term Bond VBISX Common Asset
US EQUITY
LARGE BLEND VFINX Equity Units
MID-CAP BLEND VEXMX Extended Market Units
Total Available Funds: 6
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Units
Others
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond AGG Bond Units
Short-Term Bond VBISX Common Asset
US EQUITY
LARGE BLEND VFINX Equity Units
MID-CAP BLEND VEXMX Extended Market Units
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
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Units 100% 3 60 0 0.33% 2.9%
Others
ROOT CASH Money Market 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond AGG Bond Units 100% 3 60 0 0.03% 3.24%
Short-Term Bond VBISX Common Asset 100% 3 60 0 0.07% 2.54%
US EQUITY
LARGE BLEND VFINX Equity Units 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VEXMX Extended Market Units 97% 3 60 0 0.06% 1.11%
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 0.7% 10.3% 2.5% 6.7% 5.5% 7.7%

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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*
Click for Portfolio Details or Follow 0.5% 8.5% -0.3% 5.1% 5.3% 6.7%

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*     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.


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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