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Skywest, Inc. Employees' Retirement Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
T. Rowe Price Retirement 2030 Fund
TRRCX
C
U.S. All Cap
11
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
C
U.S. All Cap
12
0.76%
T. Rowe Price Retirement 2040 Fund
TRRDX
C
U.S. All Cap
13
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2060 Fund
TRRLX
C
U.S. All Cap
14
0%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
T. Rowe Price Mid-Cap Growth Fund
RPMGX
F+
U.S. Mid Cap
16
0.78%
T. Rowe Price Retirement 2005 Fund
TRRFX
B
U.S. All Cap
6
0.58%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
7
0.61%
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
7
0.65%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
8
0.69%
T. Rowe Price Retirement 2025 Fund
TRRHX
C
U.S. All Cap
10
0.72%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund
PRNHX
C-
U.S. Mid Cap - Growth
20
0.8%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
MFS Value Fund Class R3
MEIHX
C++
U.S. Mega Cap - Value
14
0.91%
Fidelity Low-Priced Stock Fund
FLPSX
A++
U.S. All Cap - Value
15
0.79%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
SkyWest, Inc.
SKYW
F++
U.S. Small Cap - Value
52
0%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
MFS International Value Fund Class R3
MINGX
C-
International Large Cap - Growth
13
1.08%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
T. Rowe Price International Discovery Fund
PRIDX
A-
International Large Cap - Growth
15
1.23%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
C
Emerging Markets
17
0.15%
Bonds
T. Rowe Price Stable Value N
C
U.S. Cash / Money Market
0
0%
JPMorgan Strategic Income Opportunities Fund Class R5 Shares
JSORX
C++
Bond - U.S. High Yield
1
0.45%
Metropolitan West Total Return Bond Fund Class M
MWTRX
B-
Bond - Multi Sector
3
0.62%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
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