MyPlanIQ 401k Investor CONOCOPHILLIPS SAVINGS PLAN

CONOCOPHILLIPS SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VTBSX Vanguard Instl Total International Stock Market Index Trust
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund; Investor Class Shares
US EQUITY
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth VWILX Vanguard International Growth Adm
Foreign Large Value VTRIX Vanguard International Value Fund
Foreign Large Blend VTBSX Vanguard Instl Total International Stock Market Index Trust
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund; Investor Class Shares
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund; Investor Class Shares
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund; Investor Class Shares
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund; Investor Class Shares
Retirement Income VTINX Vanguard Target Retirement Income Fund; Investor Class Shares
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund; Investor Class Shares
ROOT CASH Vanguard Treasury Money Market Fund
US EQUITY
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE BLEND VFFSX Vanguard Instl 500 Index Trust
LARGE BLEND VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares
FIXED INCOME
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares
Total Available Funds: 22
  • 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 Growth VWILX Vanguard International Growth Adm 98% 3 60 0 0.34% 0.89%
Foreign Large Value VTRIX Vanguard International Value Fund 71% 3 60 0 0.41% 2.98%
Foreign Large Blend VTBSX Vanguard Instl Total International Stock Market Index Trust 0% 3 60 0 NA NA
Others
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund; Investor Class Shares 65% 3 60 0 0.19% 1.94%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 46% 3 60 0 0.17% 2.04%
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund; Investor Class Shares 45% 3 60 0 0.18% 2.03%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 23% 3 60 0 0.19% 1.93%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund; Investor Class Shares 23% 3 60 0 0.18% 2.03%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund; Investor Class Shares 23% 3 60 0 0.19% 2.02%
Retirement Income VTINX Vanguard Target Retirement Income Fund; Investor Class Shares 10% 3 60 0 0.17% 3.83%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund; Investor Class Shares 4% 3 60 0 0.17% 2.11%
ROOT CASH Vanguard Treasury Money Market Fund 0% 1 60 0 NA 1.27%
US EQUITY
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus 96% 3 60 0 0.12% 1.36%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares 92% 3 60 0 0.08% 1.64%
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares 85% 3 60 0 0.27% 8.5%
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 38% 3 60 0 0.36% 5.29%
LARGE BLEND VFFSX Vanguard Instl 500 Index Trust 0% 3 60 0 NA NA
LARGE BLEND VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares 0% 3 60 0 NA NA
FIXED INCOME
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 97% 3 60 0 0.19% 2.25%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 86% 3 60 0 0.46% 2.62%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 85% 1 60 0 0.07% 3.4%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 72% 3 60 0 0.07% 2.64%
Average Expense Ratio: 0.21%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 3.0% 8.1% 4.1% 6.9% 5.8% 5.5%

Sign up or Login first 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*
Click for Portfolio Details or Follow 5.2% 12.7% 7.6% 8.6% 8.1% 8.5%

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.


Description(Ticker:COP)
The plan consists of 23 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

ConocoPhillips uses its pioneering spirit to responsibly deliver energy to the world. This purpose transcends all of ConocoPhillips’ operations. The company conducts its business to return maximum value to shareholders while utilizing a wealth of knowledge and resources from its employees and acting responsibly in all communities in which it operates.

Discussions
comments powered by Disqus


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.