Exxon Mobil Savings Plan
Investment Model Portfolios

Exxon Mobil (XOM) was rated as the number one in Fortune 500 in 2009. They are the world's largest publicly traded international oil and gas company, providing energy that helps underpin growing economies and improve living standards around the world.

Its global businesses enable ExxonMobil to compete effectively in the ever-changing and challenging worldwide energy industry.

ExxonMobil uses innovation and technology to deliver energy to a growing world. We explore for, produce and sell crude oil, natural gas and petroleum product. It has, operating facilities or markets products in most of the world’s countries and explore for oil and natural gas on six continents.

This plan is based on the Summary Plan Description and Prospectus provided by ExxonMobil.

Plan investment options

Total Available Funds: 6
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Units 0.33%
Others
ROOT CASH Money Market NA
FIXED INCOME
Intermediate-Term Bond AGG Bond Units 0.03%
Short-Term Bond VBISX Common Asset 0.07%
US EQUITY
LARGE BLEND VFINX Equity Units 0.14%
MID-CAP BLEND VEXMX Extended Market Units 0.06%
Average Expense Ratio: 0.13%

The following is a moderate-risk model portfolio constructed from the investment options of Exxon Mobil Savings Plan.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for Exxon Mobil Savings Plan

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Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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