Investment options of MARATHON PETROLEUM THRIFT PLAN
Total Available Funds: 30
| Investment Description |
|---|
| MARATHON PETROLEUM CORPORATION |
| FIDELITY GOVERNMENT INCOME FUND |
| FIDELITY INVESTMENTS MM GOVERNMENT |
| DODGE AND COX INCOME X |
| VANGUARD VALUE INDEX INST |
| BAIRD MID CAP INST |
| JPM EMERGING MARKETS EQ FUND CLASS R6 |
| VANGUARD SMALL CAP INDEX INST |
| VANGUARD TOTAL BOND MARKET IS PL |
| FIDELITY GROWTH COMINGLED POOL CLASS 2 |
| FIDELITY CONTRAFUND POOL |
| FIDELITY INTERNATIONAL DISCOVERY POOL |
| SPARTAN 500 INDEX PL CLASS E |
| SPARTAN EXT MARKET INDEX CLASS E |
| SPARTAN INTL INDEX E |
| ALLSPRING SPECIAL MID CAP VALUE E2 |
| FIAM TARGET DATE INCOME COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2005 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2010 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2015 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2020 COMMINGGED POOL CLASS T |
| FIAM TARGET DATE 2025 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2030 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2035 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2040 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2045 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2050 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2055 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2060 COMMINGLED POOL CLASS T |
| FIAM TARGET DATE 2065 COMMINGLED POOL CLASS T |
Investment model portfolios
We provide two types of investment model portfolios for MARATHON PETROLEUM THRIFT 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 MARATHON PETROLEUM THRIFT PLAN