MyPlanIQ 401k Investor THE PEP BOYS SAVINGS PLAN

THE PEP BOYS SAVINGS PLAN Investment Model Portfolios

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THE PEP BOYS SAVINGS PLAN - PUERTO RICO
THE PEP BOYS SAVINGS PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign Fund (Class A) Mutual Fund
US EQUITY
LARGE VALUE IEVAX RVST Equity Index Fund II Common / Collective Tr
SMALL BLEND ISIAX RVST Small Company Index Fund (Class R4) Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE RVST Stable Capital Fund II Common / Collective Tr
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual Fund
Target Date 2050 FFFHX Fidelity Freedom 2050 Fund Mutual Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign Fund (Class A) Mutual Fund
US EQUITY
LARGE VALUE IEVAX RVST Equity Index Fund II Common / Collective Tr
SMALL BLEND ISIAX RVST Small Company Index Fund (Class R4) Mutual Fund
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
SHORT GOVERNMENT STABLEVALUE RVST Stable Capital Fund II Common / Collective Tr
Total Available Funds: 10
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund Mutual Fund 98% 3 60 0 0.58% 8.24%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund Mutual Fund 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund Mutual Fund 95% 3 60 0 0.64% 7.66%
Target Date 2050 FFFHX Fidelity Freedom 2050 Fund Mutual Fund 94% 3 60 0 0.75% 6.58%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund Mutual Fund 92% 3 60 0 0.49% 5.01%
INTERNATIONAL EQUITY
Foreign Large Value TEMFX Templeton Foreign Fund (Class A) Mutual Fund 54% 3 60 0 0.85% 4.06%
US EQUITY
LARGE VALUE IEVAX RVST Equity Index Fund II Common / Collective Tr 49% 3 60 0 1.86% 11.17%
SMALL BLEND ISIAX RVST Small Company Index Fund (Class R4) Mutual Fund 43% 3 60 0 1.62% 4.64%
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund 96% 3 60 0 0.83% 4.63%
SHORT GOVERNMENT STABLEVALUE RVST Stable Capital Fund II Common / Collective Tr 16% 3 60 0 NA 20.17%
Average Expense Ratio: 0.92%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 18.0% 12.1% 8.2% 6.1% 6.4%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:PBY)
The plan consists of 11 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

The Pep Boys Manny, Moe & Jack, together with its subsidiaries, operates a chain of stores that provides automotive repair and maintenance services; and sells automotive tires, parts, and accessories in the United States and Puerto Rico.



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