MyPlanIQ 401k Investor Penske Automotive Group 401(k) Savings and Retirement Plan

Penske Automotive Group 401(k) Savings and Retirement Plan

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX THORNBURG INTERNATIONAL VALUE FUND
Foreign Large Blend CEUFX AMERICAN EUROPACIFIC GROWTH FUND
Others
Conservative Allocation SSLIX SSGA TARGET RETIREMENT INCOME NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2050 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2045 NON LENDING
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN CLA
Intermediate-Term Bond SSBMX SSGA PASSIVE BOND MARKET INDEX NON LENDING
US EQUITY
LARGE VALUE TRVLX T ROWE PRICE MIDCAP VALUE FUND
SMALL BLEND NBGIX NEUBERGER & BERMAN GENESIS FUND
LARGE VALUE EILVX EATON VANCE LARGE CAP VALUE
Total Available Funds: 24
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX THORNBURG INTERNATIONAL VALUE FUND
Foreign Large Blend CEUFX AMERICAN EUROPACIFIC GROWTH FUND
Others
Conservative Allocation SSLIX SSGA TARGET RETIREMENT INCOME NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2050 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2045 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2015 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2010 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2040 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2035 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2020 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2030 NON LENDING
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2025 NON LENDING
EQUITY PAG PENSKE AUTOMOTIVE COMMON STOCK
faf P_16074 WACHOVIA BANK,N.A. ENHANCED STOCK MARKET FUND
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN CLA
Intermediate-Term Bond SSBMX SSGA PASSIVE BOND MARKET INDEX NON LENDING
US EQUITY
LARGE VALUE TRVLX T ROWE PRICE MIDCAP VALUE FUND
SMALL BLEND NBGIX NEUBERGER & BERMAN GENESIS FUND
LARGE VALUE EILVX EATON VANCE LARGE CAP VALUE
Mid-Cap Growth GGOIX GOLDMAN SACHS GROWTH
LARGE BLEND SVSPX SSGA DAILY EAFE INDEX NON LENDING
LARGE GROWTH RGAFX AMERICAN GROWTH FUND OF AMERICA
LARGE BLEND STBIX STATE STREET RUSSELL 2000 INDEX
MID-CAP BLEND PESPX SSGA S&P MIDCAP INDEX
Total Available Funds: 24
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend TGVIX THORNBURG INTERNATIONAL VALUE FUND 94% 3 60 0 1.36% 0.4%
Foreign Large Blend CEUFX AMERICAN EUROPACIFIC GROWTH FUND 94% 3 60 0 0.9% 3.89%
Others
Conservative Allocation SSLIX SSGA TARGET RETIREMENT INCOME NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2050 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2045 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2015 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2010 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2040 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2035 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2020 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2030 NON LENDING 0% 3 60 0 NA 0%
Conservative Allocation SSLIX SSGA TARGET RETIREMENT 2025 NON LENDING 0% 3 60 0 NA 0%
EQUITY PAG PENSKE AUTOMOTIVE COMMON STOCK 0% 3 60 0 NA 1.72%
faf P_16074 WACHOVIA BANK,N.A. ENHANCED STOCK MARKET FUND 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN CLA 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond SSBMX SSGA PASSIVE BOND MARKET INDEX NON LENDING 0% 3 60 0 0.51% 0.4%
US EQUITY
LARGE VALUE TRVLX T ROWE PRICE MIDCAP VALUE FUND 98% 3 60 0 0.57% 1.23%
SMALL BLEND NBGIX NEUBERGER & BERMAN GENESIS FUND 91% 3 60 0 1.34% 0.15%
LARGE VALUE EILVX EATON VANCE LARGE CAP VALUE 90% 3 60 0 0.77% 1.16%
Mid-Cap Growth GGOIX GOLDMAN SACHS GROWTH 90% 3 60 0 1.41% 0%
LARGE BLEND SVSPX SSGA DAILY EAFE INDEX NON LENDING 75% 3 60 0 0.16% 8.53%
LARGE GROWTH RGAFX AMERICAN GROWTH FUND OF AMERICA 75% 3 60 0 0.63% 0.75%
LARGE BLEND STBIX STATE STREET RUSSELL 2000 INDEX 37% 3 60 0 0.17% 1.53%
MID-CAP BLEND PESPX SSGA S&P MIDCAP INDEX 0% 3 60 0 0.51% 15.85%
Average Expense Ratio: 0.76%
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Related Retirement Plans
PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 5.3% 16.0% 3.7% 27.2% 14.5% 13.6%

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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:PAG)
The plan consists of 26 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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