MyPlanIQ 401k Investor PACCAR INC SAVINGS INVESTMENT PLAN

PACCAR INC SAVINGS INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RINSX RUSSELL INTL FUND
Others
Conservative Allocation FASIX FID ASSET MGR 20%
Moderate Allocation FASMX FID ASSET MGR 50%
Moderate Allocation FASGX FID ASSET MGR 70%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND FSTVX FID US EQ INDX
Total Available Funds: 14
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend RINSX RUSSELL INTL FUND
Others
Conservative Allocation FASIX FID ASSET MGR 20%
Moderate Allocation FASMX FID ASSET MGR 50%
Moderate Allocation FASGX FID ASSET MGR 70%
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W
Target Date 2036-2040 FBIFX FID FRDM INDX 2040 W
Target Date 2026-2030 FXIFX FID FRDM INDX 2030 W
Target Date 2000-2010 FKIFX FID FRDM INDX 2010 W
Target Date 2016-2020 FPIFX FID FRDM INDX 2020 W
Retirement Income FIKFX FID FRDM INDX INC W
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
US EQUITY
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE BLEND FSTVX FID US EQ INDX
Total Available Funds: 14
  • 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 RINSX RUSSELL INTL FUND 0% 1 60 0 0.93% 0%
Others
Conservative Allocation FASIX FID ASSET MGR 20% 94% 1 60 0 0.83% 3.2%
Moderate Allocation FASMX FID ASSET MGR 50% 76% 1 60 0 0.92% 2.14%
Moderate Allocation FASGX FID ASSET MGR 70% 75% 1 60 0 0.97% 1.67%
Target Date 2046-2050 FIPFX FID FRDM INDX 2050 W 54% 1 60 0 0.12% 1.66%
Target Date 2036-2040 FBIFX FID FRDM INDX 2040 W 35% 1 60 0 0.12% 1.69%
Target Date 2026-2030 FXIFX FID FRDM INDX 2030 W 34% 1 60 0 0.06% 2.24%
Target Date 2000-2010 FKIFX FID FRDM INDX 2010 W 31% 1 60 0 0.06% 2.62%
Target Date 2016-2020 FPIFX FID FRDM INDX 2020 W 22% 1 60 0 0.06% 2.35%
Retirement Income FIKFX FID FRDM INDX INC W 17% 1 60 0 0.06% 3.1%
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST 97% 1 60 0 0.83% 3.98%
US EQUITY
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS 86% 1 60 0 1.14% 1.22%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 1 60 0 0.55% 4.38%
LARGE BLEND FSTVX FID US EQ INDX 0% 1 60 0 0.04% 0%
Average Expense Ratio: 0.48%
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Related Retirement Plans
PACCAR INC SAVINGS INVESTMENT 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 9.4% 13.4% 5.4% 6.4% 4.8% 6.9%

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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:PCAR)
The plan consists of 16 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

PACCAR Inc. and its subsidiaries design, manufacture, and distribute light-, medium-, and heavy-duty trucks and related aftermarket parts worldwide.



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