MyPlanIQ 401k Investor FIRST MIDWEST BANCORP, INC. SAVINGS AND PROFIT SHARING PLAN

FIRST MIDWEST BANCORP, INC. SAVINGS AND PROFIT SHARING PLAN

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Others
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010
Retirement Income TRRIX T Rowe Price rtmt
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Admiral Fund
SHORT GOVERNMENT VFISX Vanguard Short Term
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Admiral Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
MID-CAP BLEND VMISX Vanguard Index Mid Cap Index Signal
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Others
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010
Retirement Income TRRIX T Rowe Price rtmt
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030
EQUITY GS Goldman Sachs Financial
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040
ROOT CASH Schwab rtmt Money Fund
ROOT CASH Schwab rtmt Adv Money Fund
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Admiral Fund
SHORT GOVERNMENT VFISX Vanguard Short Term
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Admiral Fund
Mid-Cap Growth ACRNX Columbia Acorn Fund
MID-CAP BLEND VMISX Vanguard Index Mid Cap Index Signal
LARGE BLEND VTSSX Vanguard Total Stock Mkt Index Signal
Total Available Funds: 15
  • 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
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund 89% 3 60 0 0.52% 2.33%
Others
Target Date 2000-2010 TRRAX T Rowe Price rtmt 2010 100% 3 60 0 0.99% 10.65%
Retirement Income TRRIX T Rowe Price rtmt 100% 3 60 0 0.34% 2.96%
Target Date 2026-2030 TRRCX T Rowe Price rtmt 2030 99% 3 60 0 1.08% 10.48%
EQUITY GS Goldman Sachs Financial 98% 3 60 0 NA 2.76%
Target Date 2016-2020 TRRBX T Rowe Price rtmt 2020 96% 3 60 0 0.78% 11.87%
Target Date 2036-2040 TRRDX T Rowe Price rtmt 2040 93% 3 60 0 0.6% 7.59%
ROOT CASH Schwab rtmt Money Fund 0% 1 60 0 NA 4.14%
ROOT CASH Schwab rtmt Adv Money Fund 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate Government VFIJX Vanguard GNMA Admiral Fund 86% 3 60 0 0.11% 3.34%
SHORT GOVERNMENT VFISX Vanguard Short Term 67% 3 60 0 0.1% 4.13%
US EQUITY
SMALL BLEND VSMAX Vanguard Small Cap Admiral Fund 54% 3 60 0 0.05% 1.54%
Mid-Cap Growth ACRNX Columbia Acorn Fund 14% 3 60 0 1.83% 0%
MID-CAP BLEND VMISX Vanguard Index Mid Cap Index Signal 0% 3 60 0 0.1% 1.26%
LARGE BLEND VTSSX Vanguard Total Stock Mkt Index Signal 0% 3 60 0 0.06% 1.99%
Average Expense Ratio: 0.55%
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Related Retirement Plans
FIRST MIDWEST BANCORP, INC. SAVINGS AND PROFIT SHARING PLAN
FIRST MIDWEST BANCORP,INC. SAVINGS AND PROFIT SHARING PLAN
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 1.4% 10.1% 3.3% 6.5% 5.4% 7.4%

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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(Ticker:FMBI)
The plan consists of 20 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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