MyPlanIQ 401k Investor CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN

CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Capital Group EuroPacific Growth TrustSM(US) Class U3
Others
EQUITY LIZIX BlackRock LifePath® Index 2060 Account C
Target Date 2051 LIVIX BlackRock LifePath® Index 2055 Account C
Target Date 2046-2050 LIPIX BlackRock LifePath® Index 2050 Account C
US EQUITY
MID-CAP BLEND PEXMX Extended Equity Market Fund M
FIXED INCOME
Intermediate-Term Bond AGG U.S. Debt Index Account C
Intermediate-Term Bond DODIX Dodge & Cox Income Separate Account
Total Available Funds: 19
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Capital Group EuroPacific Growth TrustSM(US) Class U3
Others
EQUITY LIZIX BlackRock LifePath® Index 2060 Account C
Target Date 2051 LIVIX BlackRock LifePath® Index 2055 Account C
Target Date 2046-2050 LIPIX BlackRock LifePath® Index 2050 Account C
Target Date 2041-2045 LIHIX BlackRock LifePath® Index 2045 Account C
Target Date 2031-2035 LIJIX BlackRock LifePath® Index 2035 Account C
Target Date 2021-2025 LIBIX BlackRock LifePath® Index 2025 Account C
Target Date 2036-2040 LIKIX BlackRock LifePath® Index 2040 Account C
Target Date 2026-2030 LINIX BlackRock LifePath® Index 2030 Account C
EQUITY BSPGX Equity Index Account C
EQUITY LIWIX BlackRock LifePath® Index 2065 Account C
Retirement Income LIRIX BlackRock LifePath® Index Retirement Account C
Conservative Allocation PDRDX Principal Diversified Real Asset CIT Tier 3
ROOT VMFXX Vanguard Prime Money Market Fund Institutional Shares
ROOT CVX Chevron Common Stock Fund
EQUITY WBRMAX BlackRock MSCI ACWI ex-U.S. Index Account C
US EQUITY
MID-CAP BLEND PEXMX Extended Equity Market Fund M
FIXED INCOME
Intermediate-Term Bond AGG U.S. Debt Index Account C
Intermediate-Term Bond DODIX Dodge & Cox Income Separate Account
Total Available Funds: 19
  • 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 AEPGX Capital Group EuroPacific Growth TrustSM(US) Class U3 58% 3 60 0 0.9% 3.64%
Others
EQUITY LIZIX BlackRock LifePath® Index 2060 Account C 68% 3 60 0 0.39% 1.62%
Target Date 2051 LIVIX BlackRock LifePath® Index 2055 Account C 67% 3 60 0 0.39% 1.64%
Target Date 2046-2050 LIPIX BlackRock LifePath® Index 2050 Account C 45% 3 60 0 0.39% 1.69%
Target Date 2041-2045 LIHIX BlackRock LifePath® Index 2045 Account C 36% 3 60 0 0.39% 1.8%
Target Date 2031-2035 LIJIX BlackRock LifePath® Index 2035 Account C 35% 3 60 0 0.39% 2.03%
Target Date 2021-2025 LIBIX BlackRock LifePath® Index 2025 Account C 34% 3 60 0 0.39% 2.3%
Target Date 2036-2040 LIKIX BlackRock LifePath® Index 2040 Account C 31% 3 60 0 0.39% 1.92%
Target Date 2026-2030 LINIX BlackRock LifePath® Index 2030 Account C 30% 3 60 0 0.39% 2.17%
EQUITY BSPGX Equity Index Account C 23% 3 60 0 0.03% 1.59%
EQUITY LIWIX BlackRock LifePath® Index 2065 Account C 20% 3 60 0 0.39% 1.66%
Retirement Income LIRIX BlackRock LifePath® Index Retirement Account C 15% 3 60 0 0.39% 2.34%
Conservative Allocation PDRDX Principal Diversified Real Asset CIT Tier 3 6% 3 60 0 0.84% 10.91%
ROOT VMFXX Vanguard Prime Money Market Fund Institutional Shares 0% 1 60 0 0.19% NA
ROOT CVX Chevron Common Stock Fund 0% 3 60 0 NA 4.04%
EQUITY WBRMAX BlackRock MSCI ACWI ex-U.S. Index Account C 0% 3 60 0 NA NA
US EQUITY
MID-CAP BLEND PEXMX Extended Equity Market Fund M 76% 3 60 0 0.25% 3.71%
FIXED INCOME
Intermediate-Term Bond AGG U.S. Debt Index Account C 100% 3 60 0 0.03% 3.24%
Intermediate-Term Bond DODIX Dodge & Cox Income Separate Account 87% 1 60 0 0.33% 3.91%
Average Expense Ratio: 0.38%
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Related Retirement Plans
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
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 2.5% 11.3% 2.7% 5.8% 5.4% 7.5%

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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 0.8% 9.3% -1.1% 4.6% 5.3% 7.6%

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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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