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Royal Dutch Shell Tier III 401K
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 III 401K

Total Available Funds: 309
Asset Class Ticker Description
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 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 Fidelity Cash Reserves
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 OAKBX Oakmark Equity & Income I
Moderate Allocation USCRX USAA Cornerstone Strategy
Convertibles FCVSX Fidelity Convertible Securities
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 Discretionary FSCPX Fidelity Select Consumer Discretionary
Consumer Staples 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 FCYIX Fidelity Select Industrials
Financial FSPCX Fidelity Select Insurance
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Consumer Discretionary 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 Discretionary 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
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
Target Date 2050 FDENX Fidelity Freedom K 2055
Moderate Allocation CBAIX Calvert Balanced I
Moderate Allocation JABNX Janus Balanced N
World Allocation MPBAX Morgan Stanley Inst Balanced Instl
Target Date 2051 FDKNX Fidelity Freedom K 2060
Moderate Allocation IEIFX Invesco Equity and Income R6
Moderate Allocation AADBX American Beacon Balanced Instl
Target Date 2001-2010 FITKX FIDELITY FREEDOM 2005 K6
Target Date 2001-2010 FOTKX FIDELITY FREEDOM 2010 K6
Target Date 2011-2015 FPTKX FIDELITY FREEDOM 2015 K6
Target Date 2016-2020 FATKX FIDELITY FREEDOM 2020 K6
Target Date 2021-2025 FDTKX FIDELITY FREEDOM 2025 K6
Target Date 2026-2030 FGTKX FIDELITY FREEDOM 2030 K6
Target Date 2031-2035 FWTKX FIDELITY FREEDOM 2035 K6
Target Date 2036-2040 FHTKX FIDELITY FREEDOM 2040 K6
Target Date 2041-2045 FJTKX FIDELITY FREEDOM 2045 K6
Target Date 2046-2050 FZTKX FIDELITY FREEDOM 2050 K6
Target Date 2051-2055 FCTKX FIDELITY FREEDOM 2055 K6
Retirement Income FYTKX FIDELITY FREEDOM INC K6
Target Date 2056-2060 FVTKX FIDELITY FREEDOM 2060 K6
FIXED INCOME
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
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 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
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
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
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
Intermediate-Term Bond WACSX Western Asset Core Bond IS
Short-Term Bond FJRLX Fidelity Advisor Limited Term Bond
High Yield Bond FSAHX Fidelity Short Dur Hi Inc
Intermediate-Term Bond MPFIX Morgan Stanley Inst Core Plus FI Instl
Intermediate-Term Bond MGFIX Managers Bond
Intermediate-Term Bond FEPIX Fidelity Advisor Total Bond I
ULTRASHORT BOND FCNVX Fidelity Conservative Income Bond Instl
WORLD BOND FBNRX Templeton Global Bond Fund Class R6
Multisector Bond FADMX Fidelity Strategic Income Fund
SHORT GOVERNMENT FUMBX Fidelity Short Tr Tres Bond Index
Inflation-Protected Bond FIPDX Fidelity Infl-Prot Bd Idx Fd
Intermediate-Term Bond FXNAX Fidelity US Bond Idx Instl
Intermediate Government FUAMX Fidelity Interm Term Tres Bond Idx
LONG GOVERNMENT FNBGX Fidelity Long Term Tres Bond Index
US EQUITY
LARGE VALUE AADEX American Beacon Lg Cap Value Inst
LARGE VALUE ALVIX American Century Large Co Val Inv
LARGE VALUE KDHIX DWS Strategic Value Instl
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE VALUE FETKX Fidelity Equity-Income II K
LARGE VALUE LAFYX Lord Abbett Affiliated I
LARGE BLEND FDEKX Fidelity Disciplined Equity K
LARGE BLEND FDGKX Fidelity Dividend Growth K
LARGE BLEND FFNOX Fidelity Four-in-One Index
LARGE BLEND FFDKX Fidelity K
LARGE BLEND FGIKX Fidelity Growth & Income K
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
LARGE BLEND FVDKX Fidelity Value Discovery K
LARGE BLEND OAKMX Oakmark I
LARGE BLEND OAKLX Oakmark Select I
LARGE GROWTH TWCUX American Century Ultra Inv
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 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 GROWTH 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 SGRNX Wells Fargo Advantage Growth I
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 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 Growth BARIX Baron Asset Instl
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
Mid-Cap Growth FMILX Fidelity New Millennium
SMALL VALUE FCPVX Fidelity Small Cap Value
SMALL VALUE ROFIX Royce Opportunity Instl
SMALL BLEND FSCRX Fidelity Small Cap Discovery
SMALL BLEND FSLCX Fidelity Small Cap Stock
SMALL BLEND RSPYX RS Partners Y
Small Growth BGRIX Baron Growth Instl
Small Growth FCPGX Fidelity Small Cap Growth
Small Growth 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 RHJSX Rice Hall James Micro Cap Instl
Small Growth TGSCX TCW Small Cap Growth I
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 Growth CSLYX Columbia Acorn Select Y
LARGE GROWTH JRANX Janus Research N
MID-CAP VALUE NBRTX Neuberger Berman M/C Intrinsic Val Inst
LARGE GROWTH UIGRX USAA Growth Instl
LARGE VALUE UIISX USAA Income Stock Instl
Mid-Cap Growth FSSMX Fidelity Stock Selector Mid Cp
MID-CAP BLEND ARAIX Ariel Institutional
LARGE VALUE GIFFX Invesco Growth and Income R6
Mid-Cap Growth JDMNX Janus Enterprise N
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
LARGE GROWTH CEYIX Calvert Equity I
LARGE BLEND LMNVX Legg Mason Cap Mgmt Value I
LARGE GROWTH LSIFX Legg Mason ClearBridge Aggressive Gr IS
LARGE GROWTH LSGRX Loomis Sayles Growth Y
LARGE GROWTH NGDLX Neuberger Berman Guardian Inst
LARGE GROWTH NRSRX Neuberger Berman Socially Rspns R6
LARGE GROWTH CFSIX Touchstone Sands Capital Select Growth Y
Mid-Cap Growth AMGOX Alger Mid Cap Growth I-2
MID-CAP VALUE APHQX Artisan Mid Cap Value Institutional
Mid-Cap Growth APHMX Artisan Mid Cap Instl
Mid-Cap Growth CCPIX Calvert Capital Accumulation I
Mid-Cap Growth FAGKX Fidelity Growth Strategies K
MID-CAP BLEND GTAFX Invesco Mid Cap Core Equity R6
MID-CAP VALUE CBMSX Wells Fargo Advantage C&B Mid Cap Val
Mid-Cap Growth WFDRX Wells Fargo Advantage Discovery R6
MID-CAP BLEND WOFNX Wells Fargo Advantage Opportunity I
Small Growth AASOX Alger Small Cap Growth I-2
SMALL BLEND ASCQX American Century Small Company Inst
Small Growth MSEIX Managers Special Equity I
Small Growth BSFIX Baron Small Cap Instl
Mid-Cap Growth NRGSX Neuberger Berman Genesis R6
Small Growth RVPIX Royce Value Plus Instl
SMALL BLEND RTRIX Royce Total Return Instl
Small Growth RSYEX RS Small Cap Growth Y
SMALL VALUE SCVNX Wells Fargo Advantage Small Co Value I
LARGE VALUE MUTHX Mutual Shares Z
LARGE GROWTH MSEGX Morgan Stanley Institutional Growth P
SMALL BLEND LSSCX Loomis Sayles Small Cap Value Instl
Small Growth MSSMX Morgan Stanley Inst Small Company Gr P
LARGE BLEND SUWIX DWS Core Equity Institutional
MID-CAP VALUE ABSIX AllianceBern Small-Mid Cap Value I
LARGE GROWTH STNFX Wells Fargo Advantage Large Cap Gr I
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
Mid-Cap Growth SCNSX Wells Fargo Advantage Common Stock I
Small Growth PKSFX Virtus Small-Cap Core I
LARGE GROWTH SBLYX Legg Mason ClearBridge Large Cap Gr I
LARGE BLEND DIEQX Domini Impact Equity IS
LARGE BLEND NFALX Neuberger Berman Focus Inst
LARGE VALUE NBPIX Neuberger Berman Large Cap Value Inst
LARGE GROWTH TGCEX TCW Select Equities I
LARGE GROWTH ACAZX Alger Capital Appreciation Z
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE VALUE FEIKX Fidelity Equity-Income K
Mid-Cap Growth FSGAX Franklin Small-Mid Cap Growth Adv
MID-CAP VALUE WFMIX Wells Fargo Advantage Spec Md CP Val I
Mid-Cap Growth MCMFX Managers Cadence Mid Cap Instl
Mid-Cap Growth NBMLX Neuberger Berman Mid Cap Growth Instl
LARGE BLEND FSKAX Fidelity Ttl Mkt Idx Instl
SMALL BLEND FSSNX Fidelity Sm Cp Idx Instl
MID-CAP BLEND FSMAX Fidelity Extnd Mkt Idx Inst
MID-CAP BLEND FSMDX Fidelity Mid Cap Idx Instl
LARGE BLEND FXAIX Fidelity 500 Index Instl
INTERNATIONAL EQUITY
Foreign Large Value AAIEX American Beacon Intl Equity Instl
Foreign Large Blend FICDX Fidelity Canada
Foreign Large Growth FDIKX Fidelity Diversified International K
EUROPE STOCK FIEUX Fidelity Europe
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 JWWFX Janus Worldwide I
Foreign Large Blend MSACX Morgan Stanley Inst Act Intl Allc I
Foreign Large Blend NBITX Neuberger Berman International Tr
Foreign Large Blend FIENX Fidelity International Enhanced Index
Foreign Large Growth FIGFX Fidelity International Growth
Foreign Large Blend FTIEX Fidelity Total International Equity
Foreign Large Growth UIIFX USAA International Instl
WORLD STOCK FGILX Fidelity Global Equity Income
Foreign Large Blend APHIX Artisan International Instl
Foreign Large Blend CWVIX Calvert International Equity I
Foreign Large Blend FSPSX Fidelity Spartan Intl Idx Advtg Instl
WORLD STOCK KGDIX DWS Global Small Cap Growth Instl
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Value TFFAX Templeton Foreign Adv
WORLD STOCK TGADX Templeton Growth Adv
WORLD STOCK TWDAX Templeton World Adv
Foreign Large Blend SUIIX DWS International Inst
Foreign Large Blend NBIIX Neuberger Berman International Inst I
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend MSIQX Morgan Stanley Inst International Eq I
Foreign Large Blend FSGGX Fidelity Glb ex US Idx Inst
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 FEMEX Fidelity EMEA
DIVERSIFIED EMERGING MKTS UIEMX USAA Emerging Markets Instl
DIVERSIFIED EMERGING MKTS FEDDX Fidelity Emerg Mkts Discv
DIVERSIFIED EMERGING MKTS FTEMX Fidelity Total Emerg Mkts
DIVERSIFIED EMERGING MKTS MGEMX Morgan Stanley Inst Emerging Mkts I
DIVERSIFIED EMERGING MKTS TDADX Templeton Developing Markets Adv
DIVERSIFIED EMERGING MKTS FPADX Fidelity EMkts Idx Instl
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 FSRNX Fidelity Real Estate Idx Instl

Investment model portfolios

We provide two types of investment model portfolios for Royal Dutch Shell Tier III 401K 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 III 401K Strategic Asset Allocation - Optimal Moderate NA 20.96% 2.63% 10.02% 6.75% 7.42% 6.84% 7.73%
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 III 401K Tactical Asset Allocation Moderate NA 2.30% 10.33% 7.32% 6.69% 8.06% 9.59% 9.44%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% 8.15%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% 5.86%
Data as of 01/31/2022, AR inception is 12/31/2000

Asset Allocation Composite Model Portfolio

The following model portfolio is based on the MyPlanIQ Asset Allocation Composite (AAC) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Royal Dutch Shell Tier III 401K Asset Allocation Composite Moderate NA 5.76% 6.09% 4.38% 5.82% 8.16% 8.75% 9.75%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.78% 10.45% 11.06% 12.65% 10.87% 9.74% 7.88%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.92% 2.88% 4.55% 5.86% 5.57% 6.03% 5.35%
Data as of 08/31/2023, AR inception is 12/31/2000

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