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Marathon Oil Company Thrift Plan Core Options
Investment Model Portfolios

Marathon Oil Corporation (Ticker: MRO), through its subsidiaries, engages in the exploration, refining, marketing, and transportation of liquid hydrocarbons, natural gas, crude oil, and other petroleum products worldwide. It operates in four segments: Exploration and Production; Oil Sands Mining; Integrated Gas; and Refining, Marketing, and Transportation.

This plan was created based on a user's request. It does not include lifecycle options and other options.

Investment options of Marathon Oil Company Thrift Plan Core Options

Total Available Funds: 21
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FCNKX Fidelity Contrafund K
LARGE GROWTH FGCKX Fidelity Growth Company K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
SMALL BLEND SSMVX Wells Fargo Advantage Small Cap Val Inv
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
LARGE BLEND FSMAX Fidelity Spartan 500 Index Advantage
Small Growth KGSCX Kalmar Growth-with-Value Small Cap
LARGE VALUE EILVX Eaton Vance Large-Cap Value I
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth P
MID-CAP BLEND FSEVX Fidelity Spartan Extended Mkt Index Adv
LARGE BLEND FFIDX Fidelity Fund
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity International Discovery
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
Foreign Large Blend FSIVX Fidelity Spartan International Index Adv
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
Others
Moderate Allocation FBAKX Fidelity Balanced K
ROOT CASH Fidelity Ret Govt Money Market
FIXED INCOME
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
SHORT GOVERNMENT TSPGFUND Stable Value Fund

Investment model portfolios

We provide two types of investment model portfolios for Marathon Oil Company Thrift Plan Core Options 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.

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
Marathon Oil Company Thrift Plan Core Options Tactical Asset Allocation Moderate NA 40.02% 15.21% 16.27% 10.01% 9.48% 11.32% 11.45%
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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