MyPlanIQ 401k Investor Marathon Oil Company Thrift Plan Core Options

Marathon Oil Company Thrift Plan Core Options

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIVX Fidelity Spartan International Index Adv
Others
Moderate Allocation FBAKX Fidelity Balanced K
ROOT CASH Fidelity Ret Govt Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FGOVX Fidelity Government Income
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FSIVX Fidelity Spartan International Index Adv
Others
Moderate Allocation FBAKX Fidelity Balanced K
ROOT CASH Fidelity Ret Govt Money Market
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FGOVX Fidelity Government Income
SHORT GOVERNMENT TSPGFUND Stable Value Fund
US EQUITY
LARGE BLEND FFIDX Fidelity Fund
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE BLEND FSMAX Fidelity Spartan 500 Index Advantage
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FGCKX Fidelity Growth Company K
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FSEVX Fidelity Spartan Extended Mkt Index Adv
Small Growth KGSCX Kalmar Growth-with-Value Small Cap
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Val Inv
Total Available Funds: 21
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.53%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z 100% 3 60 0 0.99% 0%
Foreign Large Blend FIGRX Fidelity International Discovery 90% 3 60 0 0.99% 1.96%
Foreign Large Blend FSIVX Fidelity Spartan International Index Adv 0% 3 60 0 0.07% 2.62%
Others
Moderate Allocation FBAKX Fidelity Balanced K 70% 3 60 0 0.5% 1.66%
ROOT CASH Fidelity Ret Govt Money Market 0% 1 60 0 NA 3.73%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.28%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate Government FGOVX Fidelity Government Income 91% 3 60 0 0.76% 1.87%
SHORT GOVERNMENT TSPGFUND Stable Value Fund 20% 3 60 0 NA 27.03%
US EQUITY
LARGE BLEND FFIDX Fidelity Fund 100% 3 60 0 0.46% 2.12%
LARGE VALUE EILVX Eaton Vance Large-Cap Value I 90% 3 60 0 0.77% 1.16%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value 77% 3 60 0 1.08% 0.76%
LARGE BLEND FSMAX Fidelity Spartan 500 Index Advantage 70% 3 60 0 0.03% 1.13%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 3 60 0 0.79% 4.92%
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P 61% 3 60 0 1.03% 0%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 61% 3 60 0 0.82% 18.74%
MID-CAP BLEND FSEVX Fidelity Spartan Extended Mkt Index Adv 0% 3 60 0 0.07% 1.17%
Small Growth KGSCX Kalmar Growth-with-Value Small Cap 0% 3 60 0 1.45% 0%
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Val Inv 0% 3 60 0 1.35% 0%
Average Expense Ratio: 0.69%
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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 8.7% 25.7% 8.5% 10.2% 6.6% 7.9%

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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 to Create Model Portfolio

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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
The plan consists of 21 funds. It covers 4 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

Marathon Oil Corporation (Ticker: MRO), through its subsidiaries, engages in the exploration, refining, marketing, and transportation of liquid hydrocarbons, natural gas, crude oil, and other petroleum products worldwide. It operates in four segments: Exploration and Production; Oil Sands Mining; Integrated Gas; and Refining, Marketing, and Transportation.

This plan was created based on a user's request. It does not include lifecycle options and other options.



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