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Southwest Airlines Pilots Retirement Savings 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
American Funds 2035 Target Date Retirement Fund Class R-6
RFFTX
C
U.S. All Cap
11
0%
American Funds 2040 Target Date Retirement Fund Class R-6
RFGTX
C
U.S. All Cap
12
0%
American Funds 2045 Target Date Retirement Fund Class R-6
RFHTX
C
U.S. All Cap
13
0%
American Funds 2060 Target Date Retirement Fund Class R-6
RFUTX
C
U.S. All Cap
13
0%
American Funds 2055 Target Date Retirement Fund Class R-6
RFKTX
C
U.S. All Cap
13
0%
American Funds 2050 Target Date Retirement Fund Class R-6
RFITX
C
U.S. All Cap
13
0%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
Vanguard Total Stock Market Index Fund Institutional Shares
VITSX
C
U.S. All Cap
16
0.04%
American Funds 2010 Target Date Retirement Fund Class R-6
RFTTX
B
U.S. All Cap
6
0%
American Funds 2015 Target Date Retirement Fund Class R-6
RFJTX
B
U.S. All Cap
6
0%
American Funds 2020 Target Date Retirement Fund Class R-6
RRCTX
C
U.S. All Cap
7
0%
American Funds 2025 Target Date Retirement Fund Class R-6
RFDTX
C
U.S. Large Cap
8
0%
American Funds 2030 Target Date Retirement Fund Class R-6
RFETX
C
U.S. All Cap
9
0%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Plus Shares
VEMPX
A--
U.S. Small Cap - Growth
20
0.06%
U.S. Equities - Value
Fundamental US Large Company
A++
U.S. All Cap - Value
16
0.35%
Schwab Fundamental US Small Company Index Fund
SFSNX
A++
U.S. Small Cap - Value
23
0.35%
Specialty
DFA Global Real Estate Securities Portfolio
DFGEX
B++
U.S. Real Estate
15
0.32%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
D++
International Small Cap
14
0.12%
DFA World ex U.S. Core Equity Portfolio Institutional Class Shares
DFWIX
B++
International Small Cap
14
0.47%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
Wells Fargo Stable Asset
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares
VTSPX
B+
U.S. Treasury - TIPS
2
0.07%
Vanguard Total International Bond Index Fund Institutional Shares
VTIFX
C-
U.S. Treasury - Intermediate
2
0.12%
Loomis Sayles Core Plus Bond Fund Class Y
NERYX
C
Bond - U.S. Corporate
3
0.54%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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