PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN
Investment Model Portfolios

Pioneer Natural Resources Company engages in the exploration and production of oil and gas in the United States, South Africa, and Tunisia.

Investment options of PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN

Total Available Funds: 39
Asset Class Ticker Description
US EQUITY
LARGE GROWTH VPMCX Vanguard PRIMECAP Fund
LARGE BLEND VFINX Vanguard 500 Index Fund
LARGE VALUE VWNFX Vanguard Windsor II Fund
Small Growth SIGWX Vanguard Fiduciary Tr Company Sentinel Small Company Fund
MID-CAP BLEND VXF Vanguard Extended Mkt Index Fund
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund
MID-CAP BLEND RPRRX Vanguard Fiduciary Tr Company Royce Premier Fund
Small Growth JSERX Vanguard Fiduciary Trust Company,JP Morgan Small Cap Equity Fund
MID-CAP VALUE ARTQX Vanguard Fiduciary Trust Company,Artisan Mid Cap Value Fund
Mid-Cap Growth RRMGX Vanguard Fiduciary Trust Company,T. Rowe Price Mid-Cap Growth Fund
SMALL BLEND RTRRX Vanguard Fiduciary Trust Company,Royce Total Return Fund
Others
ROOT CASH Vanguard Prime Money Mkt Fund
unknown unknown Vanguard rtmt Savings Tr V
Moderate Allocation VWELX Vanguard Wellington Fund
Target Date 2011-2015 VTXVX Vanguard Target rtmt 2015 Fund
Target Date 2000-2010 VTOVX Vanguard Target rtmt 2005 Fund
Target Date 2021-2025 VTTVX Vanguard Target rtmt 2025 Fund
Target Date 2000-2010 VTENX Vanguard Target rtmt 2010 fund
Target Date 2016-2020 VTWNX Vanguard Target rtmt 2020 fund
Target Date 2031-2035 VTTHX Vanguard Target rtmt 2035 Fund
Target Date 2041-2045 VTIVX Vanguard Target rtmt 2045 Fund
Target Date 2026-2030 VTHRX Vanguard Target rtmt 2030 Fund
Natural Resources JNRRX Vanguard Fiduciary Tr Company Jennison Natural Resources Fund
Target Date 2036-2040 VFORX Vanguard Target rtmt 2040 Fund
Target Date 2050+ VFIFX Vanguard Target rtmt 2050 Fund
Retirement Income VTINX Vanguard Target Retirement Income
unknown unknown Fayez Sarofim & Co.Sarofim Equity Fund
unknown unknown Pioneer Natural Resources Stock Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX Vanguard Fiduciary Tr Company American Funds Euro Pacific Growth Fund
Foreign Large Blend VGTSX Vanguard Total International Stock Index Fund
FOREIGN SMALL/MID GROWTH ACINX Vanguard Fiduciary Trust Company,Columbia Acorn International Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Mkt Index Fund
Intermediate Government VFITX Vanguard interm-Term Treasury Fund
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Securities Fund
WORLD BOND TPINX Vanguard Fiduciary Tr Company Templeton Global Bond Fund
Intermediate-Term Bond PTTAX Vanguard Fiduciary Tr Company Pacific Investment Management Company Total Return Fund
Multisector Bond LSBDX Vanguard Fiduciary Tr Company Loomis Sayles Bond Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Vanguard Fiduciary Tr Company Oppenheimer Developing Mkts Fund
REAL ESTATE
REAL ESTATE IARRX Vanguard Fiduciary Trust Company,AIM Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN Strategic Asset Allocation - Optimal Moderate NA 23.44% 0.45% 3.74% 4.08% 6.07% 6.33% 6.92%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2023.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PIONEER NATURAL RESOURCES USA, INC. 401(k) AND MATCHING PLAN Tactical Asset Allocation Moderate NA -7.42% 3.66% 2.35% 4.94% 7.33% 9.95% 8.96%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -7.84% 12.14% 9.76% 12.14% 9.45% 10.11% 7.22%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -8.47% 3.99% 3.84% 5.55% 4.84% 6.49% 5.06%