MyPlanIQ 401k Investor CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN

CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Mkts Stk Ix Inst
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Fund Inst
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Growth Fund Class R-6
WORLD STOCK VTWIX Vanguard Total World Stock Index Fund Institutional Shares
Foreign Large Blend VDIPX Vanguard Developed Markets Index Fund Institutional Plus Shares
Others
ROOT VMRXX Vanguard Prime Money Market Fund Institutional Shares
EQUITY VSTSX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
EQUITY VFFSX Vanguard Institutional Index Fund Institutional Plus Shares
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMIX Vanguard Emerging Mkts Stk Ix Inst
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Fund Inst
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Growth Fund Class R-6
WORLD STOCK VTWIX Vanguard Total World Stock Index Fund Institutional Shares
Foreign Large Blend VDIPX Vanguard Developed Markets Index Fund Institutional Plus Shares
Others
ROOT VMRXX Vanguard Prime Money Market Fund Institutional Shares
EQUITY VSTSX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
EQUITY VFFSX Vanguard Institutional Index Fund Institutional Plus Shares
EQUITY VSEMX Vanguard Extended Market Index Fund Institutional Plus Shares
ROOT CVX Chevron Common Stock Fund
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Separate Account
Short-Term Bond VBIPX Vanguard Short-Term Bond Index Fund Institutional Plus
Intermediate Government VFIIX Vanguard GNMA Fund
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
Inflation-Protected Bond DIPCX Vanguard SSgA U.S. Inflation Protected Bond Index Non-Lending Series Fund; Class C
Total Available Funds: 17
  • 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 VEMIX Vanguard Emerging Mkts Stk Ix Inst 57% 3 60 0 0.13% 2.71%
REAL ESTATE
REAL ESTATE VGSNX Vanguard REIT Index Fund Inst 69% 3 60 0 0.08% 4.95%
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Growth Fund Class R-6 98% 1 60 0 0.5% 4.81%
WORLD STOCK VTWIX Vanguard Total World Stock Index Fund Institutional Shares 63% 1 60 0 0.2% 2.06%
Foreign Large Blend VDIPX Vanguard Developed Markets Index Fund Institutional Plus Shares 0% 1 60 0 NA 2.76%
Others
ROOT VMRXX Vanguard Prime Money Market Fund Institutional Shares 0% 1 60 0 NA NA
EQUITY VSTSX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0% 3 60 0 NA NA
EQUITY VFFSX Vanguard Institutional Index Fund Institutional Plus Shares 0% 3 60 0 NA NA
EQUITY VSEMX Vanguard Extended Market Index Fund Institutional Plus Shares 0% 3 60 0 NA NA
ROOT CVX Chevron Common Stock Fund 0% 3 60 0 NA 2.98%
US EQUITY
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares 85% 1 60 0 0.27% 8.5%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares 38% 1 60 0 0.36% 5.29%
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Separate Account 95% 1 60 0 0.43% 2.55%
Short-Term Bond VBIPX Vanguard Short-Term Bond Index Fund Institutional Plus 90% 1 60 0 0.05% 1.6%
Intermediate Government VFIIX Vanguard GNMA Fund 71% 1 60 0 0.21% 2.92%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares 66% 1 60 0 0.05% 2.67%
Inflation-Protected Bond DIPCX Vanguard SSgA U.S. Inflation Protected Bond Index Non-Lending Series Fund; Class C 0% 3 60 0 1.57% 9.33%
Average Expense Ratio: 0.33%
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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 -0.9% 3.6% 3.5% 5.9% 6.3% 5.7%

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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 2.2% 7.3% 6.1% 7.7% 7.7% 8.7%

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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
The plan consists of 24 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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