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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.

Investment options of Exxon Mobil Savings Plan

Total Available Funds: 7
Asset Class Ticker Description
US EQUITY
LARGE BLEND VFINX Equity Units
MID-CAP BLEND VEXMX Extended Market Units
INTERNATIONAL EQUITY
Foreign Large Blend EFA International Equity Units
FIXED INCOME
Intermediate-Term Bond AGG Bond Units
Short-Term Bond VBISX Common Asset
Others
ROOT CASH Money Market
Moderate Allocation VBINX Balanced Fund Units

Investment model portfolios

We provide two types of investment model portfolios for Exxon Mobil Savings Plan 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
Exxon Mobil Savings Plan Strategic Asset Allocation - Optimal Moderate -0.16% 4.67% 4.13% 9.22% 5.68% 6.78% 6.25% 5.96%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, 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
Exxon Mobil Savings Plan Tactical Asset Allocation Moderate -4.13% 3.13% 2.65% 8.10% 5.78% 7.19% 7.57% 6.80%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.31% 8.32% 8.91% 18.53% 12.39% 13.02% 10.12% 8.27%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.22% 6.30% 4.36% 9.01% 5.84% 6.67% 5.91% 5.57%
Data as of 03/31/2025, 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
Exxon Mobil Savings Plan Asset Allocation Composite Moderate NA 15.62% 3.63% 5.47% 5.22% 6.27% 6.92% 6.29%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000