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Sun Country Airlines 401(K)
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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%
American Funds Capital World Growth and Income Fund Class R-6
RWIGX
C
U.S. Large Cap
14
0.45%
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%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
American Funds AMCAP Fund Class R-6
RAFGX
D
U.S. Large Cap
15
0.37%
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%
American Funds American Balanced Fund Class R-6
RLBGX
B
U.S. Large Cap
9
0.29%
T. Rowe Price Retirement 2025 Fund
TRRHX
C
U.S. All Cap
10
0.72%
T. Rowe Price Balanced Fund
RPBAX
C
U.S. All Cap
10
0.6%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
Eagle Small Cap Growth Fund Class R5
HSRSX
D--
U.S. Small Cap - Growth
23
0.77%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C++
U.S. Mega Cap - Value
14
0.21%
American Century Mid Cap Value Fund Institutional Class
AVUAX
D++
U.S. All Cap - Value
16
0.8%
JPMorgan Small Cap Value Fund Class R6
JSVUX
C++
U.S. Small Cap - Value
27
0.85%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
MFS International New Discovery Fund Class R6
MIDLX
D++
International Small Cap
12
1.02%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
Wells Fargo Stable Fund C
C
U.S. Cash / Money Market
0
0%
Vanguard GNMA Fund Admiral Shares
VFIJX
C
Bond - U.S. Mortgages
2
0.11%
Pioneer Strategic Income Fund Class K
STRKX
A+
Bond - Emerging Market
3
0.63%
Metropolitan West Total Return Bond Fund Class I
MWTIX
B-
Bond - Multi Sector
3
0.4%
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