MyPlanIQ SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN

SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN Investment Model Portfolios

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SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA International Small Cap Value I
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
World Allocation PAUIX PIMCO All Asset All Authority Inst
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
World Allocation WYASX Waddell & Reed Asset Strategy Y
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA International Small Cap Value I
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
World Allocation PAUIX PIMCO All Asset All Authority Inst
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
World Allocation WYASX Waddell & Reed Asset Strategy Y
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND PFUIX PIMCO Foreign Bond (Unhedged) I
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
Emerging Markets Bond PELBX PIMCO Emerging Local Bond Instl
US EQUITY
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares
LARGE GROWTH MCGIX ASTON/Montag & Caldwell Growth I
LARGE BLEND NYVTX Davis New York Venture Fund
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl
Small Growth VSGIX Vanguard Small Cap Growth Index Instl
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
LARGE BLEND DNVYX Davis NY Venture Y
LARGE VALUE SFLNX Schwab Fdmtl US Lg Co Idx
SMALL BLEND SFSNX Schwab Fdmtl US Sm Co Idx
LARGE GROWTH CVGRX Calamos Growth A
SMALL BLEND ICSCX ICM Small Company
Total Available Funds: 25
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.69%
REAL ESTATE
Global Real Estate DFGEX DFA Global Real Estate Securities 80% 3 60 0 0.22% 3.62%
INTERNATIONAL EQUITY
Foreign Small/Mid Value DISVX DFA International Small Cap Value I 100% 3 60 0 0.43% 5.2%
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares 94% 3 60 0 0.84% 6.97%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 3 60 0 0.9% 7.01%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl 78% 3 60 0 1.96% 2%
Others
World Allocation PAUIX PIMCO All Asset All Authority Inst 97% 3 60 0 3.61% 2.47%
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund 92% 3 60 0 0.42% 7.85%
World Allocation WYASX Waddell & Reed Asset Strategy Y 0% 3 60 0 0.84% 8.09%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares 98% 3 60 0 0.07% 3.9%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 96% 3 60 0 0.83% 4.61%
WORLD BOND PFUIX PIMCO Foreign Bond (Unhedged) I 91% 3 60 0 0.61% 3.9%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 90% 3 60 0 0.1% 4.03%
Emerging Markets Bond PELBX PIMCO Emerging Local Bond Instl 80% 3 60 0 2.37% 6.81%
US EQUITY
Small Growth VISGX Vanguard Index Funds: Vanguard Small-Cap Growth Index Fund; Investor Class Shares 100% 3 60 0 0.07% 0.46%
LARGE GROWTH MCGIX ASTON/Montag & Caldwell Growth I 94% 3 60 0 0.73% 9.24%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 19.7%
MID-CAP BLEND CRIMX CRM Mid Cap Value Instl 88% 3 60 0 1.16% 8.93%
Small Growth VSGIX Vanguard Small Cap Growth Index Instl 87% 3 60 0 0.07% 0.43%
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl 78% 3 60 0 0.02% 2.67%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 1.16%
LARGE VALUE SFLNX Schwab Fdmtl US Lg Co Idx 62% 3 60 0 0.25% 1.82%
SMALL BLEND SFSNX Schwab Fdmtl US Sm Co Idx 55% 3 60 0 0.25% 1.73%
LARGE GROWTH CVGRX Calamos Growth A 52% 3 60 0 1.05% 6.89%
SMALL BLEND ICSCX ICM Small Company 0% 3 60 0 0.89% 6.57%
Average Expense Ratio: 0.87%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 4.8% 8.2% 9.8% 7.1% 6.0%

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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*
Click to Create Model Portfolio

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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*
Click for Portfolio Details or Follow 0.6% 7.0% 2.0% 6.7% 4.6% 5.5%

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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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