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Royal Dutch Shell Tier II and Tier III 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 III Mutual Fund Window. Refer to Tier II 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 and Tier III 401K re

Total Available Funds: 365
Asset Class Ticker Description
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index
SMALL BLEND IWM iShares Russell 2000 Index
Small Growth IWO iShares Russell 2000 Growth Index
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
LARGE VALUE ALVIX American Century Large Co Val Inv
LARGE VALUE WFGIX Credit Suisse Large Cap Value A
LARGE VALUE KDHIX DWS Strategic Value Instl
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE VALUE FEIKX Fidelity Equity-Income K
LARGE VALUE FETKX Fidelity Equity-Income II K
LARGE VALUE FSLVX Fidelity Large Cap Value
LARGE VALUE MUTHX Mutual Shares Z
LARGE VALUE IVABX Morgan Stanley Inst Large Cap Rel Val P
LARGE VALUE MPVLX Invesco Value II Y
LARGE VALUE ACGMX Invesco Van Kampen Growth and Income Y
LARGE VALUE LAFYX Lord Abbett Affiliated I
LARGE BLEND DSEFX Domini Social Equity Inv
LARGE BLEND FDEKX Fidelity Disciplined Equity K
LARGE BLEND FDGKX Fidelity Dividend Growth K
LARGE BLEND FFDKX Fidelity K
LARGE BLEND FGIKX Fidelity Growth & Income K
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE VALUE FSDIX Fidelity Strategic Dividend & Income
LARGE BLEND FVDKX Fidelity Value Discovery K
LARGE BLEND GTVVX Invesco Basic Value I
LARGE BLEND LMNVX Legg Mason Cap Mgmt Value I
LARGE GROWTH NBGTX Neuberger Berman Guardian Tr
LARGE BLEND NBPIX Neuberger Berman Partners Inst
LARGE GROWTH NBSLX Neuberger Berman Socially Resp Inst
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
LARGE BLEND OAKMX Oakmark I
LARGE BLEND OAKLX Oakmark Select I
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE GROWTH PICAX Allianz CCM Capital Appreciation Admin
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE GROWTH CSIEX Calvert Social Investment Equity A
LARGE GROWTH CUCAX Credit Suisse Large Cap Growth Comm
LARGE GROWTH FRMUX Dreyfus Equity Growth F
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FEXKX Fidelity Export & Multinational K
LARGE GROWTH FFTYX Fidelity Fifty
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
LARGE GROWTH FDFKX Fidelity Independence K
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE GROWTH FMGKX Fidelity Magellan K
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
LARGE GROWTH FOCKX Fidelity OTC K
LARGE GROWTH FSSKX Fidelity Stock Selector K
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH HGWYX Hartford Growth Y
LARGE GROWTH CSTGX AIM Constellation A
LARGE GROWTH JAMRX Janus Research T
LARGE GROWTH JAVLX Janus Twenty T
LARGE GROWTH SHRAX Legg Mason Partners Aggressive Growth A
LARGE GROWTH SBLGX Legg Mason Partners Large Cap Growth A
LARGE GROWTH LGRRX Loomis Sayles Growth A
LARGE GROWTH MGCAX Managers AMG Essex Large Cap Growth
LARGE GROWTH MSEGX Morgan Stanley Inst Capital Growth P
LARGE GROWTH TGCNX TCW Select Equities N
LARGE GROWTH PTSGX Touchstone Sands Capital Select Growth Z
LARGE GROWTH SGRNX Wells Fargo Advantage Growth I
LARGE GROWTH STRFX Wells Fargo Advantage Large Cap Gr Inv
MID-CAP VALUE ABASX AllianceBernstein Small-Mid Cap Value A
MID-CAP VALUE ARTQX Artisan Mid Cap Value Investor
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP VALUE FVLKX Fidelity Value K
MID-CAP VALUE LMCYX Lord Abbett Mid-Cap Value I
MID-CAP VALUE LMCPX Lord Abbett Mid-Cap Value P
MID-CAP VALUE FMIVX Virtus Mid-Cap Value A
MID-CAP VALUE CBMDX Wells Fargo Advantage C&B Mid Cp Val Inv
MID-CAP BLEND ARGFX Ariel
MID-CAP BLEND CUEGX Credit Suisse Mid-Cap Core Common
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FVSKX Fidelity Value Strategies K
MID-CAP BLEND RSVYX RS Value Y
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
MID-CAP BLEND WOFDX Wells Fargo Advantage Opportunity Adm
MID-CAP BLEND WFMIX Wells Fargo Advantage Spec Md Cp Val I
Mid-Cap Growth ALMRX Alger Mid Cap Growth Institutional I
Mid-Cap Growth PMCGX Allianz CCM Mid Cap Admin
Mid-Cap Growth TWVIX American Century Vista Instl
Mid-Cap Growth ARTMX Artisan Mid Cap Inv
Mid-Cap Growth BARIX Baron Asset Instl
Mid-Cap Growth CCAFX Calvert Capital Accumulation A
Mid-Cap Growth FAGKX Fidelity Aggressive Growth K
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
LARGE GROWTH FMILX Fidelity New Millennium
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Adv
Mid-Cap Growth JAENX Janus Enterprise T
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
Mid-Cap Growth NBMTX Neuberger Berman Mid Cap Growth Tr
Mid-Cap Growth RAISX Rainier Small/Mid Cap Equity Instl
Mid-Cap Growth STCSX Wells Fargo Advantage Common Stock Inv
Mid-Cap Growth STDIX Wells Fargo Advantage Discovery Inv
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL VALUE ROFIX Royce Opportunity Instl
SMALL VALUE SCVIX Wells Fargo Advantage Small Co Value Adm
SMALL BLEND ASQIX American Century Small Company Inv
SMALL BLEND CSWCX Credit Suisse Small Cap Core I Comm
SMALL BLEND FSCRX Fidelity Small Cap Discovery
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
SMALL BLEND JCSIx JHancock3 Small Company I
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl
Mid-Cap Growth NBGIX Neuberger Berman Genesis Instl
SMALL BLEND RLPIX Royce Low Priced Stock Instl
SMALL BLEND RYTFX Royce Total Return Svc
SMALL BLEND RSPYX RS Partners Y
SMALL BLEND WFSVX Wells Fargo Advantage Small Cp Val Instl
Small Growth ALSRX Alger Small Cap Growth Institutional I
Mid-Cap Growth BGRIX Baron Growth Instl
Small Growth BSCFX Baron Small Cap
Small Growth CNVAX Calvert New Vision Small Cap A
Small Growth FCPGX Fidelity Small Cap Growth
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
Small Growth HSLYX Hartford Small Cap Growth Y
Small Growth LSBAX Lord Abbett Small-Cap Blend A
Small Growth MGSEX Managers Special Equity Managers
Small Growth MSSMX Morgan Stanley Inst Small Co Gr P
Small Growth OSSCX Old Mutual Strategic Small Company Z
Small Growth RHJSX Rice Hall James Micro Cap Instl
Small Growth RVPIX Royce Value Plus Instl
Small Growth RSEGX RS Small Cap Growth A
Small Growth TGSCX TCW Small Cap Growth I
Small Growth PKSFX Virtus Small-Cap Core I
LARGE VALUE IWD Russell 1000 Value Index
US Large Cap IWB Russell 1000 Index
LARGE BLEND VFINX U.S. Equity Market
LARGE BLEND VTSMX U.S. Equity Index
LARGE GROWTH IWF Russell 1000 Growth
MID-CAP BLEND VIMSX Mid-cap Equity
SMALL VALUE IWN Russell 2000 Value Index
SMALL BLEND IWM Russell 2000 Equity Index
Small Growth IWO Russell 2000 Growth Index
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
MID-CAP BLEND CAAIX Ariel Appreciation Institutional
MID-CAP BLEND ARAIX Ariel Institutional
Mid-Cap Growth CSLYX Columbia Acorn Select Y
Mid-Cap Growth FRSRX Dreyfus Mid-Cap Growth I
LARGE BLEND SUWIX DWS Core Equity Institutional
Mid-Cap Growth IDYFX Invesco Dynamics R6
LARGE VALUE GIFFX Invesco Growth and Income R6
MID-CAP BLEND GTAFX Invesco Mid Cap Core Equity R6
Mid-Cap Growth JDMNX Janus Enterprise N
LARGE GROWTH JDGNX Janus N
LARGE GROWTH JRANX Janus Research N
LARGE BLEND NFALX Neuberger Berman Focus Inst
MID-CAP VALUE NBRTX Neuberger Berman M/C Intrinsic Val Inst
LARGE GROWTH UIGRX USAA Growth Instl
LARGE VALUE UIISX USAA Income Stock Instl
LARGE VALUE FKMOX Fidelity Strat Advs Val Multi-Mgr
LARGE BLEND FLAUX Fidelity Strat Advs Cor Multi-Mgr
LARGE GROWTH FMELX Fidelity Strat Advs Gr Multi-Mgr
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg
LARGE GROWTH FSSKX Fidelity Stock Selector All Cap K
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
SMALL BLEND FNAPX Strategic Advisers Sm-Mid Cp Multi-Mgr
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg
LARGE GROWTH FLGEX FLGEX
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Value AAIEX American Beacon Intl Equity Instl
Foreign Large Blend ARTIX Artisan International Inv
Foreign Large Blend CWVGX Calvert World Values International Eq A
Foreign Large Blend SCINX DWS International S
Foreign Large Growth FICDX Fidelity Canada
Foreign Large Blend FDIKX Fidelity Diversified International K
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
EUROPE STOCK FIEUX Fidelity Europe
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FIDKX Fidelity International Discovery K
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
Foreign Large Value FIVLX Fidelity International Value
JAPAN STOCK FJPNX Fidelity Japan
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Blend FOSKX Fidelity Overseas K
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Growth HNCYX Hartford Intl Growth Y
WORLD STOCK AGAAX AIM Global Small & Mid Cap Growth A
WORLD STOCK JWWFX Janus Worldwide I
Foreign Large Blend MSACX Morgan Stanley Inst Act Intl Allc I
Foreign Large Blend MSIQX Morgan Stanley Inst International Eq I
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend NBITX Neuberger Berman International Tr
Foreign Large Value TFFAX Templeton Foreign Adv
Foreign Small/Mid Value FTFAX Templeton Foreign Smaller Companies Adv
WORLD STOCK TGADX Templeton Growth Adv
WORLD STOCK TWDAX Templeton World Adv
Foreign Large Blend EFA BlackRock EAFE Equity Index
Foreign Large Blend FSIVX Fidelity Spartan Intl Idx Advtg
Foreign Large Blend FIENX Fidelity International Enhanced Index
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FTIEX Fidelity Total International Equity
WORLD STOCK KGDIX DWS Global Small Cap Growth Instl
Foreign Large Growth UIIFX USAA International Instl
WORLD STOCK FGILX Fidelity Global Equity Income
Foreign Large Blend FMJDX Strategic Advisers Intl Multi-Mgr
Foreign Large Blend FSGDX Fidelity Spartan Glb ex US Idx Advtg
Others
Target Date 2000-2010 FFKBX Fidelity Freedom K 2000
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Retirement Income FFKAX Fidelity Freedom K Income
Conservative Allocation FASIX Fidelity Asset Manager 20%
Moderate Allocation FASMX Fidelity Asset Manager 50%
Moderate Allocation FASGX Fidelity Asset Manager 70%
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
ROOT CASH FDRXX (Fidelity Cash Reserves)
Moderate Allocation AABPX American Beacon Balanced Inv
Moderate Allocation FBAKX Fidelity Balanced K
Moderate Allocation FPUKX Fidelity Puritan K
Conservative Allocation FSRRX Fidelity Strategic Real Return
Moderate Allocation FPACX FPA Crescent
Moderate Allocation ACETX Invesco Van Kampen Equity and Income Y
Moderate Allocation MBAAX Morgan Stanley Inst Balanced P
Moderate Allocation OAKBX Oakmark Equity & Income I
Moderate Allocation USCRX USAA Cornerstone Strategy
Convertibles FCVSX Fidelity Convertible Securities
World Allocation FGBLX Fidelity Global Balanced
Aggressive Allocation FFNOX Fidelity Four-in-One Index
Industrials FSAIX Fidelity Select Air Transportation
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Financial FSRBX Fidelity Select Banking
Health FBIOX Fidelity Select Biotechnology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
Communications FSDCX Fidelity Select Communications Equip
Technology FDCPX Fidelity Select Computers
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Consumer Cyclical FSCPX Fidelity Select Consumer Discretionary
Consumer Defensive FDFAX Fidelity Select Consumer Staples
Industrials FSDAX Fidelity Select Defense & Aerospace
Technology FSELX Fidelity Select Electronics
Equity Energy FSENX Fidelity Select Energy
Equity Energy FSESX Fidelity Select Energy Service
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy
Financial FIDSX Fidelity Select Financial Services
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FSPHX Fidelity Select Health Care
Financial FSVLX Fidelity Select Consumer Finance
Industrials FSCGX Fidelity Select Industrial Equipment
Industrials FCYIX Fidelity Select Industrials
Financial FSPCX Fidelity Select Insurance
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Consumer Cyclical FDLSX Fidelity Select Leisure
Natural Resources FSDPX Fidelity Select Materials
Health FSHCX Fidelity Select Medical Delivery
Health FSMEX Fidelity Select Medical Equip & Systems
Communications FBMPX Fidelity Select Multimedia
Equity Energy FSNGX Fidelity Select Natural Gas
Natural Resources FNARX Fidelity Select Natural Resources
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Cyclical FSRPX Fidelity Select Retailing
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Communications FSTCX Fidelity Select Telecommunications
Industrials FSRFX Fidelity Select Transportation
Utilities FSUTX Fidelity Select Utilities Portfolio
Communications FWRLX Fidelity Select Wireless
Utilities FIUIX Fidelity Telecom and Utilities
ROOT CASH Thrift Fund
Conservative Allocation FTANX Fidelity Asset Manager 30%
Conservative Allocation FFANX Fidelity Asset Manager 40%
Moderate Allocation FSANX Fidelity Asset Manager 60%
Natural Resources FFGCX Fidelity Global Cmdty Stk
World Allocation FDYSX Fidelity Global Strategies
Target Date 2050+ FDENX Fidelity Freedom K 2055
Moderate Allocation CBAIX Calvert Balanced I
Moderate Allocation IEIFX Invesco Equity and Income R6
Moderate Allocation JABNX Janus Balanced N
FIXED INCOME
Short-Term Bond AASBX American Beacon Short-Term Bd Instl
Intermediate-Term Bond CBDIX Calvert Social Investment Bond I
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate Government FGOVX Fidelity Government Income
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Short-Term Bond FSHBX Fidelity Short-Term Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond FBIDX Fidelity US Bond Index
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Intermediate-Term Bond MGFIX Managers Bond
Intermediate-Term Bond MFXAX Morgan Stanley Inst Core Plus FI P
LONG GOVERNMENT PGOVX PIMCO Long-Term US Government Instl
Short-Term Bond PTLDX PIMCO Low Duration Instl
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv
Intermediate Government USGNX USAA GNMA
Intermediate Government SGVIX Wells Fargo Advantage Government Sec I
Short-Term Bond SSHIX Wells Fargo Advantage Short-Term Bd I
ULTRASHORT BOND SADIX Wells Fargo Advantage Ultra S/T Inc I
Intermediate-Term Bond WATFX Western Asset Core Bond I
High Yield Bond FAGIX Fidelity Capital & Income
Bank Loan FFRHX Fidelity Floating Rate High Income
High Yield Bond FHIFX Fidelity Focused High Income
High Yield Bond SPHIX Fidelity High Income
High Yield Bond NHILX Neuberger Berman High Inc Bond Inst
High Yield Bond PHIYX PIMCO High Yield Instl
Emerging Markets Bond FNMIX Fidelity New Markets Income
WORLD BOND PIGLX PIMCO Global Bond
WORLD BOND TGBAX Templeton Global Bond Adv
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
SHORT GOVERNMENT VSGDX 1-3 Year Government Bond Index
LONG GOVERNMENT VUSTX 20+ Treasury Bond Index
Intermediate-Term Bond VFICX Government/Credit Bond Index
Intermediate Government VFIUX Intermediate Governmen
Intermediate-Term Bond VBMFX U.S. Debt Index
Inflation-Protected Bond VIPSX U.S. Inflation Protected
ULTRASHORT BOND FCONX Fidelity Conservative Income Bond
Intermediate-Term Bond FCBFX Fidelity Corporate Bond
High Yield Bond FGHNX Fidelity Global High Income
WORLD BOND AGCIX Aberdeen Global Fixed Income Instl
Intermediate-Term Bond JDFNX Janus Flexible Bond N
Intermediate-Term Bond NCRLX Neuberger Berman Core Bond Inst
Intermediate-Term Bond UIINX USAA Income Instl
Intermediate-Term Bond WAPSX Western Asset Core Plus Bond IS
WORLD BOND FGBFX Fidelity Global Bond
WORLD BOND FINUX Fidelity International Bond
Inflation-Protected Bond FSIYX Fidelity Spartan Infl-Prot Bd Idx Fid Ad
Intermediate-Term Bond FWHBX Strategic Advisers Core Inc Multi-Mgr
High Yield Bond FSADX Strategic Advisers Inc Opps Fd of Fds
Emerging Market
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FKEMX Fidelity Emerging Markets K
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Inst Emerging Mkts I
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Adv
DIVERSIFIED EMERGING MKTS MADCX BlackRock Emerging Markets Index Non-Lendable Fund F
DIVERSIFIED EMERGING MKTS FEMEX Fidelity EMEA
DIVERSIFIED EMERGING MKTS UIEMX USAA Emerging Markets Instl
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv
DIVERSIFIED EMERGING MKTS FLILX Strategic Advisers Emerg Mkts Fd of Fds
DIVERSIFIED EMERGING MKTS FPMAX Fidelity Spartan EMkts Idx Advtg
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts
REAL ESTATE
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE VGSIX Developed Real Estate Index
REAL ESTATE FSRVX Fidelity Spartan Real Estate Idx Advtg

Investment model portfolios

We provide two types of investment model portfolios for Royal Dutch Shell Tier II and Tier III 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 and Tier III 401K re Strategic Asset Allocation - Optimal Moderate NA -3.96% 2.91% 1.89% 6.45% 5.89% NA 6.64%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, 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 and Tier III 401K re Tactical Asset Allocation Moderate NA -6.70% 3.86% 2.22% 7.85% 8.30% NA 9.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

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