MyPlanIQ 401k Investor WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN

WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX First American Real Estate Secs. Y
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
ROOT CASH Vanguard Federated Money Mkt Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
Mid-Cap Growth JAENX Janus Enterprise Fund
LARGE GROWTH BGFIX William Blair Growth Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond Fund
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value Fund
Intermediate-Term Bond JBGIX Artio Total Return Bond Fund
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FARCX First American Real Estate Secs. Y
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund
Others
ROOT CASH Vanguard Federated Money Mkt Fund
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund
Mid-Cap Growth JAENX Janus Enterprise Fund
LARGE GROWTH BGFIX William Blair Growth Fund
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund
Mid-Cap Growth KAUFX Federated Kaufmann Fund
SMALL VALUE FRVLX Franklin Small Cap Value Fund
LARGE GROWTH AGTHX American Funds Investment Co of Amer Fund
LARGE GROWTH AGTHX American Funds Growth Fund of Amer Fund
SMALL BLEND WHSIX Wayne Hummer Small Cap Core Fund
SMALL BLEND WHSIX Wayne Hummer Large Cap Core Fund
Small Growth RVPCX Royce Value Plus Fund
MID-CAP VALUE RMCIX Riversource Mid Cap Value Fund
LARGE BLEND LARYX Lord Abbett Large Cap Research Fund
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond Fund
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value Fund
Intermediate-Term Bond JBGIX Artio Total Return Bond Fund
Total Available Funds: 19
  • 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
REAL ESTATE
REAL ESTATE FARCX First American Real Estate Secs. Y 88% 3 60 0 1.22% 3.2%
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Funds EuroPacific Growth Fund 58% 3 60 0 0.9% 3.64%
Others
ROOT CASH Vanguard Federated Money Mkt Fund 0% 1 60 0 NA 4.14%
US EQUITY
LARGE VALUE VWNFX Vanguard Windsor II Fund 99% 3 60 0 0.26% 1.52%
Mid-Cap Growth JAENX Janus Enterprise Fund 92% 3 60 0 1.14% 0%
LARGE GROWTH BGFIX William Blair Growth Fund 91% 3 60 0 0.92% 9.81%
LARGE BLEND FSMAX Fidelity Spartan 500 Index Fund 69% 3 60 0 0.03% 1.13%
Mid-Cap Growth KAUFX Federated Kaufmann Fund 64% 3 60 0 2.51% 1.91%
SMALL VALUE FRVLX Franklin Small Cap Value Fund 55% 3 60 0 1.73% 0.35%
LARGE GROWTH AGTHX American Funds Investment Co of Amer Fund 41% 3 60 0 0.3% 0%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer Fund 41% 3 60 0 0.3% 0%
SMALL BLEND WHSIX Wayne Hummer Small Cap Core Fund 0% 3 60 0 0.99% 0%
SMALL BLEND WHSIX Wayne Hummer Large Cap Core Fund 0% 3 60 0 0.99% 0%
Small Growth RVPCX Royce Value Plus Fund 0% 3 60 0 1.24% 0%
MID-CAP VALUE RMCIX Riversource Mid Cap Value Fund 0% 3 60 0 0.76% 0%
LARGE BLEND LARYX Lord Abbett Large Cap Research Fund 0% 3 60 0 0.63% 0%
FIXED INCOME
Intermediate-Term Bond FTRBX Federated Total Return Government Bond Fund 90% 3 60 0 0.94% 3.26%
SHORT GOVERNMENT STABLEVALUE Metlife Stable Value Fund 16% 3 60 0 NA 27.03%
Intermediate-Term Bond JBGIX Artio Total Return Bond Fund 0% 3 60 0 0.45% 2.32%
Average Expense Ratio: 0.93%
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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 15.8% 13.5% 11.9%

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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:WTFC)
The plan consists of 19 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Fixed Income and REITs.
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