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MyPlanIQ SUNTRUST BANKS INC. 401K PLAN

SUNTRUST BANKS INC. 401K PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
INTERNATIONAL EQUITY
Foreign Large Blend SIEIX RidgeWorth Funds: International Equity Index Fund; Class I Shares
Foreign Large Blend SIIIX RidgeWorth Funds: International Equity Index Fund; Class A Shares
US EQUITY
LARGE GROWTH SCATX RidgeWorth Funds: Aggressive Growth Stock Fund; Class I Shares
LARGE VALUE STVTX RidgeWorth Funds: Large Cap Value Equity Fund; Class I Shares
LARGE GROWTH STCAX RidgeWorth Funds: Large Cap Growth Stock Fund; Class I Shares
FIXED INCOME
High Yield Bond SAMHX RidgeWorth Funds: Seix High Yield Fund; Class I Shares
Muni National Interm SISIX RidgeWorth Funds: Investment Grade Tax-Exempt Bond Fund; Class A Shares
High Yield Bond HYPSX RidgeWorth Funds: Seix High Yield Fund; Class A Shares
Total Available Funds: 18
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
INTERNATIONAL EQUITY
Foreign Large Blend SIEIX RidgeWorth Funds: International Equity Index Fund; Class I Shares
Foreign Large Blend SIIIX RidgeWorth Funds: International Equity Index Fund; Class A Shares
US EQUITY
LARGE GROWTH SCATX RidgeWorth Funds: Aggressive Growth Stock Fund; Class I Shares
LARGE VALUE STVTX RidgeWorth Funds: Large Cap Value Equity Fund; Class I Shares
LARGE GROWTH STCAX RidgeWorth Funds: Large Cap Growth Stock Fund; Class I Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares
LARGE VALUE SVIIX RidgeWorth Funds: Large Cap Value Equity Fund; Class A Shares
LARGE BLEND MFRFX MFS Series Trust V: MFS Research Fund; Class A Shares
Small Growth SSCTX RidgeWorth Funds: Small Cap Growth Stock Fund; Class I Shares
FIXED INCOME
High Yield Bond SAMHX RidgeWorth Funds: Seix High Yield Fund; Class I Shares
Muni National Interm SISIX RidgeWorth Funds: Investment Grade Tax-Exempt Bond Fund; Class A Shares
High Yield Bond HYPSX RidgeWorth Funds: Seix High Yield Fund; Class A Shares
Short-Term Bond SSBTX RidgeWorth Funds: Short-Term Bond Fund; Class I Shares
Total Available Funds: 18
  • 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
Others
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds 100% 3 60 0 1.08% 5.91%
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds 100% 3 60 0 0.6% 4.71%
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds 100% 3 60 0 0.78% 6.23%
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds 97% 3 60 0 0.99% 6%
INTERNATIONAL EQUITY
Foreign Large Blend SIEIX RidgeWorth Funds: International Equity Index Fund; Class I Shares 0% 3 60 0 0.78% 32.13%
Foreign Large Blend SIIIX RidgeWorth Funds: International Equity Index Fund; Class A Shares 0% 3 60 0 1.04% 32.44%
US EQUITY
LARGE GROWTH SCATX RidgeWorth Funds: Aggressive Growth Stock Fund; Class I Shares 94% 3 60 0 1.25% 0%
LARGE VALUE STVTX RidgeWorth Funds: Large Cap Value Equity Fund; Class I Shares 88% 3 60 0 0.97% 14.76%
LARGE GROWTH STCAX RidgeWorth Funds: Large Cap Growth Stock Fund; Class I Shares 85% 3 60 0 0.77% 1.42%
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares 72% 3 60 0 0.04% 1.61%
LARGE VALUE MEIAX MFS Series Trust I: MFS Value Fund; Class A Shares 54% 3 60 0 0.8% 9.45%
LARGE VALUE SVIIX RidgeWorth Funds: Large Cap Value Equity Fund; Class A Shares 52% 3 60 0 1.72% 16.93%
LARGE BLEND MFRFX MFS Series Trust V: MFS Research Fund; Class A Shares 48% 3 60 0 0.79% 15.63%
Small Growth SSCTX RidgeWorth Funds: Small Cap Growth Stock Fund; Class I Shares 0% 3 60 0 1.27% 14.28%
FIXED INCOME
High Yield Bond SAMHX RidgeWorth Funds: Seix High Yield Fund; Class I Shares 85% 3 60 0 0.82% 6.68%
Muni National Interm SISIX RidgeWorth Funds: Investment Grade Tax-Exempt Bond Fund; Class A Shares 58% 3 60 0 0.52% 2.56%
High Yield Bond HYPSX RidgeWorth Funds: Seix High Yield Fund; Class A Shares 48% 3 60 0 0.82% 6.5%
Short-Term Bond SSBTX RidgeWorth Funds: Short-Term Bond Fund; Class I Shares 0% 3 60 0 0.8% 1.75%
Average Expense Ratio: 0.88%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
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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
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