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Royal Dutch Shell Tier II 401K re
Investment Model Portfolios

Royal Dutch Shell Plc (Tickers: RDS-A, RDS-B) operates as an oil and gas company worldwide. The company explores for, and extracts crude oil and natural gas. It also converts natural gas to liquids to provide cleaner burning fuels; markets and trades natural gas and power; extracts bitumen from mined oil sands and convert it to synthetic crude oil; and develops wind power to generate electricity. The company owns interests in approximately 35 refineries. It also produces and sells petrochemicals to industrial customers, which has applications in plastics, coatings, and detergents. As of December 31, 2009, the company had approximately 9,000 kilometers of pipeline, approximately 2,500 storage tanks, and approximately 250 distribution facilities. It had fuels retail network of approximately 44,000 service stations under the Shell brand name. Royal Dutch Shell plc also markets its products under the Shell V-Power and Shell FuelSave brand names. Further, the company offers lubricant products to the transport sector customers, such as passenger cars, trucks, and coaches, as well as for the manufacturing, mining, power generation, agriculture, and construction industries. In addition, it sells fuels and specialty products and services to a range of commercial customers; provides fuels, lubricants, and related technical services to the marine industry; provides liquefied petroleum gas and related services to domestic, commercial, and industrial customers; provides transport, industrial, and heating fuels and related services to approximately 200,000 customers; and supplies approximately 11,000 tonnes of bitumen products. The company develops sulphur, a natural by-product of oil and gas processing. These sulphur products include Shell Thiopave, a paving solution; Shell Thiocrete, a fast-setting concrete; and Shell Thiogro to enhance crop yields in sulphur-responsive soils. It has a collaboration agreement with Micropelt GmbH. Royal Dutch Shell plc is headquartered in The Hague, the Netherlands.

Shell 401k Plan provides three types of investment options: Tier I is a list of target date funds. Tier II (called Core Funds) consists of a list of major index funds and Tier III is a list of comprehensive mutual funds (called 'Mutual Fund Window').

This plan is for Shell 401K Tier II Core Funds.Since most of Core Funds are index funds without corresponding fund symbols, we have use their corresponding index funds as proxies.

Refer to Tier III plan here.

Minimum holding periods for all funds in the plan are set to be default 90 days.

Investment options of Royal Dutch Shell Tier II 401K re

Total Available Funds: 20
Asset Class Ticker Description
Others
ROOT CASH Thrift Fund
not found no ticker Royal Dutch Shell Stock Fund
FIXED INCOME
SHORT GOVERNMENT VSGDX 1-3 Year Government Bond Index
LONG GOVERNMENT VUSTX 20+ Treasury Bond Index
Intermediate-Term Bond VFICX Government/Credit Bond Indx
Intermediate Government VFIUX Intermediate Government Bond
Intermediate-Term Bond VBMFX U.S. Debt Index
Inflation-Protected Bond VIPSX U.S. Inflation Protected
US EQUITY
LARGE VALUE IWD Russell 1000 Value Index
LARGE BLEND IWB Russell 1000 Index
LARGE BLEND VFINX U.S. Equity Market
LARGE BLEND VTSMX U.S. Equity Index
LARGE GROWTH IWF Russell 1000 Growth
SMALL VALUE IWN Russell 2000 Value Index
SMALL BLEND IWM Russell 2000 Equity Index
Small Growth IWO Russell 2000 Growth Index
INTERNATIONAL EQUITY
Foreign Large Blend EFA BlackRock EAFE Equity Index
REAL ESTATE
REAL ESTATE VGSIX Developed Real Estate Index
Emerging Market
DIVERSIFIED EMERGING MKTS MADCX BlackRock Emerging Markets Index Non-Lendable Fund F
DIVERSIFIED EMERGING MKTS VEIEX Emerging Markets Index Non-Lendable Fund F

Investment model portfolios

We provide two types of investment model portfolios for Royal Dutch Shell Tier II 401K re participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Royal Dutch Shell Tier II 401K re Strategic Asset Allocation - Optimal Moderate NA 23.90% 1.72% 6.11% 5.61% 7.01% 6.66% 6.95%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Royal Dutch Shell Tier II 401K re Tactical Asset Allocation Moderate NA 16.22% 0.00% 5.08% 3.96% 5.41% 7.44% 8.07%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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