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As of September 30, 2019

CALENDAR YEAR ANNUALIZED RETURNS

(Gross of Fees)
Year Balanced Focus Blended Benchmark31
2008 -20.4% -16.1%
2009 21.2% 15.6%
2010 13.1% 10.2%
2011 1.2% 3.7%
2012 12.0% 9.8%
2013 14.3% 15.8%
2014 5.2% 6.4%
2015 -0.4% 0.7%
2016 6.6% 6.1%
2017 13.0% 12.5%
2018 -4.1% -3.5%
Simmons Wealth Management

PORTFOLIO MANAGERS

Charles A. Tlapek, SVP & Chief Investment Officer
Over 27 Years Investment Experience

Garlon Ebanks, SVP - Trust Portfolio Manager
Over 30 Years Investment Experience

Kelton B. Harrison, VP & Senior Portfolio Strategist
Over 19 Years Investment Experience

Kevin Richardson, AVP & Trust Officer
Over 16 Years Investment Experience

Bradley Luzietti, Jr. Portfolio Manager
One Year Investment Experience

FOCUS BALANCED - EQUITY

Fund Percent
Vanguard Emerging Mkts 7.0%
Vanguard M-Cap Growth 7.0%
Vanguard Sm-Cap Value 3.5%
Vanguard Devlp Mkts 27.9%
Vanguard M-Cap Value 7.0%
Vanguard Value Index 22.0%
Vanguard Growth Index 22.1%
Vanguard Sm-Cap Growth 3.5%

FOCUS BALANCED - FIXED INCOME

Fund Percent
Federated High Yield 7.2%
Vanguard Interm Term 18.6%
Vanguard Ultra Short Term Bond 19.9%
PIMCO Foreign Bond IN 4.3%
Templeton Global 9.3%
PIMCO Short Term 7.2%
Vanguard Short Term 22.1%
PIMCO Foreign Bond IS 4.4%
T Rowe Price Emerging 7.1%

ANNUALIZED RETURNS

ANNUALIZED RETURNS (Gross of Fees) YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR
Balanced Focus Fund 11.3% 4.0% 6.6% 5.4% 7.3%
Blended Balanced Benchmark31 12.0% 4.9% 6.7% 5.4% 6.8%
Russell 3000 20.1% 2.9% 12.9% 10.5% 13.1%
MSCI ACWI xUS Net 11.6% -1.2% 6.4% 2.9% 4.5%
Bloomberg Barclays US Inter Gov/Credit 6.4% 8.2% 2.4% 2.7% 3.1%
Investment Performance is derived from sources believed to be reliable, although their accuracy can not be guaranteed. Past Performance is not necessarily a guide to future results. Assets are not FDIC insured.
31 35% Russell 3000, 15% MSCI ACWI xUS Net, 50% Bloomberg Barclays US Intermediate Government/Credit. Inception date 4/1/07. Comparable index returns were used prior to 3/31/07. A list of indices is available upon request.
Simmons Wealth Management is a marketing name used by the trust department of Simmons Bank.
Investments and Insurance Products are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value