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Southwest Airlines Co. Profit Sharing Plan

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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     
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap12fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXCU.S. All Cap13fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap13fund risk0%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap16fund risk0.04%
Fidelity Small Cap Stock FundFSLCXB+U.S. Small Cap19fund risk0.67%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap5fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXCU.S. Large Cap5fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap8fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap - Growth20fund risk0.08%
Harbor Capital Appreciation Fund Administrative ClassHRCAXF--U.S. All Cap - Growth25fund risk0.9%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Southwest Airlines CoLUVF++U.S. Mid Cap - Value37fund risk0%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Bonds     
Institutional Liquidity Government FundCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXB+U.S. Treasury - TIPS2fund risk0.1%
PIMCO Collective Investment Trust IIB-Bond - Multi Sector3fund risk0.71%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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