Investment options of EOG RESOURCES INC. SAVINGS PLAN
Total Available Funds: 29
| Investment Option List |
|---|
| Blackrock Equity Index M Collective Trust Fund |
| Blackrock Extended MKT IDX T Collective Trust Fund |
| Blackrock US Debt Equity IDX M Collective Trust Fund |
| Schwab Managed Retirement Trust Fund 2010 Class VI Collective Trust Fund (FRQHX) |
| Schwab Managed Retirement Trust Fund 2015 Class VI Collective Trust Fund (FJRSX) |
| Schwab Managed Retirement Trust Fund 2020 Class VI Collective Trust Fund (FHRVX) |
| Schwab Managed Retirement Trust Fund 2025 Class VI Collective Trust Fund (FHRFX) |
| Schwab Managed Retirement Trust Fund 2030 Class VI Collective Trust Fund (FMREX) |
| Schwab Managed Retirement Trust Fund 2035 Class VI Collective Trust Fund (FMRJX) |
| Schwab Managed Retirement Trust Fund 2040 Class VI Collective Trust Fund |
| Schwab Managed Retirement Trust Fund 2045 Class VI Collective Trust Fund |
| Schwab Managed Retirement Trust Fund 2050 Class VI Collective Trust Fund |
| Schwab Managed Retirement Trust Fund 2055 Class VI Collective Trust Fund |
| Schwab Managed Retirement Trust Fund 2060 Class VI Collective Trust Fund |
| Schwab Managed Retirement Trust Fund 2065 Class VI Collective Trust Fund |
| Schwab Managed Retirement Trust Fund Income Class VI Collective Trust Fund (SWARX) |
| T Rowe LG Cap Growth Trust C Collective Trust Fund (PMEGX) |
| Notes receivable from participants rates ranging from 4.25% to 9.50% |
| EOG RESOURCES INC Employer Securities |
| AMERICAN BEACON SCAP VALUE R5 Registered Investment Company (AAGPX) |
| EUROPACIFIC GROWTH R6 Registered Investment Company (R6) |
| HOOD RIVER SMLL CAP GROWTH RET Registered Investment Company (HRSIX) |
| INVESCO COMSTOCK R5 Registered Investment Company (ACSDX) |
| OAKMARK EQTY & INCM INVESTOR Registered Investment Company |
| TROWE PRICE INSTL HIGH YIELD Registered Investment Company (BHYIX) |
| VANGUARD INFL PROTECTED SECSIN Registered Investment Company |
| VANGUARD SHORT-TERM BOND INSTL Registered Investment Company (VBISX) |
| VANGUARD TOT INTL BD IDX INSTL Registered Investment Company (VSBIx) |
| VICTORY ESTABLISHED VALUE I Registered Investment Company (GETGX) |
Investment model portfolios
We provide two types of investment model portfolios for EOG RESOURCES INC. SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
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.
Retirement Plan (401(k)) Info for EOG RESOURCES INC. SAVINGS PLAN