Fremont Bank And Fremont Bancorporation Savings Pl

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Loomis Sayles Global Equity and Income Fund Class Y	LSWWX	C	U.S. Large Cap	11	0.93%
American Funds 2040 Target Date Retirement Fund Class R-5	REGTX	C	U.S. All Cap	12	0%
American Funds Investment Company of America Class R-5	RICFX	D	U.S. Large Cap	14	0.35%
BlackRock S&P 500 Index Fund Institutional Shares	BSPIX	C	U.S. Large Cap	15	0.23%
The Hartford MidCap Fund Class R5	HFMTX	F+	U.S. Mid Cap	18	0.87%
Loomis Sayles Strategic Income Fund Class Y	NEZYX	A	U.S. All Cap	4	0.7%
American Funds 2010 Target Date Retirement Fund Class R-5	REATX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-5	RECTX	C	U.S. All Cap	7	0%
American Funds 2030 Target Date Retirement Fund Class R-5	REETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
JPMorgan Intrepid Growth Fund Class R5	JGIRX	B--	U.S. All Cap - Growth	19	0.71%
U.S. Equities - Value
AllianzGI NFJ Dividend Value Fund Institutional Class	NFJEX	B++	U.S. Mega Cap - Value	13	0.7%
Delaware Value Fund Institutional Class	DDVIX	F++	U.S. Mega Cap - Value	15	0.77%
MFS Mid Cap Value Fund Class R4	MVCJX	C++	U.S. Mid Cap - Value	17	0.98%
Columbia Mid Cap Index Fund Class R5 Shares	CPXRX	D++	U.S. Mid Cap - Value	19	0.2%
Columbia Small Cap Index Fund Class R5 Shares	CXXRX	B++	U.S. Small Cap - Value	23	0.2%
Undiscovered Managers Behavioral Value Fund Institutional Class	UBVLX	B++	U.S. Small Cap - Value	28	1%
Global & Intl. Equity
Virtus Foreign Opportunities Fund Class I	JVXIX	B-	International Large Cap - Growth	14	1.21%
BlackRock International Index Fund Institutional Shares	MAIIX	B-	International Large Cap	14	0.35%
Lazard Emerging Markets Equity Blend Portfolio Institutional Shares	EMBIX	B	Emerging Markets	15	1.3%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Templeton Institutional Fund International Equity Series Primary Shares	TFEQX	A-	International Large Cap	16	0.79%
Bonds
Metropolitan West Low Duration Bond Fund Class Institutional	MWLIX	C	Bond - U.S. Mortgages	1	0.37%
JPMorgan Government Bond Fund Select Class	HLGAX	C-	U.S. Treasury - Intermediate	3	0.47%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Dreyfus Bond Market Index Fund Class I	DBIRX	C-	Bond - Multi Sector	3	0.15%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Janus High-Yield Fund Class T	JAHYX	B++	Bond - U.S. High Yield	4	0.86%
Lord Abbett High Yield Fund Class I	LAHYX	B++	Bond - U.S. High Yield	4	0.75%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
			Other	0	0%
BlackRock Retirement Reserves Money Fund of Retirement Series Trust I Shares	MRRXX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information