Simmons 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
Fidelity Advisor Freedom 2035 Fund Class A	FATHX	B	U.S. All Cap	12	0.25%
Fidelity Advisor Freedom 2040 Fund Class A	FAFFX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2050 Fund Class A	FFFLX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2045 Fund Class A	FFFZX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2010 Fund Class A	FACFX	B	U.S. All Cap	5	0.25%
Fidelity Advisor Freedom 2015 Fund Class A	FFVAX	B	U.S. All Cap	7	0.25%
Fidelity Advisor Freedom 2020 Fund Class A	FDAFX	B	U.S. All Cap	8	0.25%
Fidelity Advisor Freedom 2025 Fund Class A	FATWX	B	U.S. All Cap	9	0.25%
Fidelity Advisor Freedom 2030 Fund Class A	FAFEX	B	U.S. All Cap	10	0.25%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
Invesco Small Cap Growth Fund R5 Class	GTSVX	A--	U.S. Small Cap - Growth	25	0.83%
U.S. Equities - Value
Royce Special Equity Fund Investment Class	RYSEX	D++	U.S. Small Cap - Value	17	1.13%
Columbia Mid Cap Value Fund Class Z	NAMAX	C++	U.S. Mid Cap - Value	19	0.92%
Vanguard Wellesley Income Fund Investor Shares	VWINX	C++	U.S. Mega Cap - Value	5	0.25%
Global & Intl. Equity
Thornburg International Value Fund Class I	TGVIX	A+	Europe	14	0.86%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
Fidelity Advisor Freedom Income Fund Class A	FAFAX	B	Emerging Markets	4	0.25%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%

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