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Sun Country Airlines 401(K)

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
T. Rowe Price Retirement 2030 FundTRRCXCU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap14fund risk0.45%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXCU.S. All Cap14fund risk0%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap15fund risk0.37%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap6fund risk0.58%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap7fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap9fund risk0.29%
T. Rowe Price Retirement 2025 FundTRRHXCU.S. All Cap10fund risk0.72%
T. Rowe Price Balanced FundRPBAXCU.S. All Cap10fund risk0.6%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXB--U.S. All Cap - Growth18fund risk0.34%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap - Growth20fund risk0%
Eagle Small Cap Growth Fund Class R5HSRSXD--U.S. Small Cap - Growth23fund risk0.77%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. All Cap - Value16fund risk0.8%
JPMorgan Small Cap Value Fund Class R6JSVUXC++U.S. Small Cap - Value27fund risk0.85%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
MFS International New Discovery Fund Class R6MIDLXD++International Small Cap12fund risk1.02%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Bonds     
Wells Fargo Stable Fund CCU.S. Cash / Money Market0fund risk0%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
Pioneer Strategic Income Fund Class KSTRKXA+Bond - Emerging Market3fund risk0.63%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
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