CONOCOPHILLIPS SAVINGS PLAN
Investment Model Portfolios

ConocoPhillips uses its pioneering spirit to responsibly deliver energy to the world. This purpose transcends all of ConocoPhillips’ operations. The company conducts its business to return maximum value to shareholders while utilizing a wealth of knowledge and resources from its employees and acting responsibly in all communities in which it operates.

Plan investment options

Total Available Funds: 22
Asset Class Ticker Description Rating Expense
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Fund 0.39%
Foreign Large Growth VWILX Vanguard International Growth Adm 0.45%
Foreign Large Blend VTBSX Vanguard Instl Total International Stock Market Index Trust 0.03%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Fund; Investor Class Shares 0.08%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Fund; Investor Class Shares 0.08%
Retirement Income VTINX Vanguard Target Retirement Income Fund; Investor Class Shares 0.08%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Fund; Investor Class Shares 0.08%
Target Date 2046-2050 VFIFX Vanguard Target Retirement 2050 Fund 0.08%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 Fund; Investor Class Shares 0.08%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 Fund 0.08%
ROOT CASH Vanguard Treasury Money Market Fund NA
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Fund; Investor Class Shares 0.08%
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 0.31%
LARGE VALUE VWNAX Vanguard Windsor II Fund Admiral Shares 0.26%
MID-CAP BLEND VMCIX Vanguard Mid-Cap Index Fund Institutional Shares 0.04%
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus 0.05%
LARGE BLEND VFFSX Vanguard Instl 500 Index Trust 0.03%
LARGE BLEND VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares 0.03%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 0.83%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 0.15%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 0.1%
WORLD BOND VTABX Vanguard Total Intl Bd Idx Admiral 0.07%
Average Expense Ratio: 0.16%

The following is a moderate-risk model portfolio constructed from the investment options of CONOCOPHILLIPS 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 CONOCOPHILLIPS 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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