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Fremont Bank And Fremont Bancorporation Savings Pl

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Funds 2030 Target Date Retirement Fund Class R-5REETXCU.S. Large Cap13fund risk0%
Loomis Sayles Global Equity and Income Fund Class YLSWWXC-U.S. Mega Cap14fund risk0.93%
American Funds 2040 Target Date Retirement Fund Class R-5REGTXBU.S. Large Cap16fund risk0%
American Funds Investment Company of America Class R-5RICFXCU.S. Large Cap19fund risk0.35%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXDU.S. Large Cap21fund risk0.23%
The Hartford MidCap Fund Class R5HFMTXD++U.S. Mid Cap25fund risk0.87%
American Funds 2010 Target Date Retirement Fund Class R-5REATXCU.S. All Cap8fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-5RECTXCU.S. All Cap9fund risk0%
U.S. Equities - Growth     
JPMorgan Intrepid Growth Fund Class R5JGIRXB--U.S. All Cap - Growth23fund risk0.71%
Janus Triton Fund Class IJSMGXC+U.S. Small Cap - Growth25fund risk0.76%
U.S. Equities - Value     
AllianzGI NFJ Dividend Value Fund Institutional ClassNFJEXF+U.S. Mega Cap - Value21fund risk0.7%
Delaware Value Fund Institutional ClassDDVIXC+U.S. Mega Cap - Value21fund risk0.77%
MFS Mid Cap Value Fund Class R4MVCJXC++U.S. Mid Cap - Value26fund risk0.98%
Columbia Mid Cap Index Fund Class R5 SharesCPXRXB++U.S. Mid Cap - Value27fund risk0.2%
Columbia Small Cap Index Fund Class R5 SharesCXXRXC++U.S. Small Cap - Value33fund risk0.2%
Undiscovered Managers Behavioral Value Fund Institutional ClassUBVLXC++U.S. Small Cap - Value42fund risk1%
Global & Intl. Equity     
Virtus Foreign Opportunities Fund Class IJVXIXC-International Large Cap - Growth17fund risk1.21%
Templeton Institutional Fund International Equity Series Primary SharesTFEQXA++Pacific19fund risk0.79%
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth19fund risk0.54%
BlackRock International Index Fund Institutional SharesMAIIXBInternational Large Cap19fund risk0.35%
Lazard Emerging Markets Equity Blend Portfolio Institutional SharesEMBIXB++Emerging Markets19fund risk1.3%
Metropolitan West Low Duration Bond Fund Class InstitutionalMWLIXB-Bond - U.S. Corporate1fund risk0.37%
JPMorgan Government Bond Fund Select ClassHLGAXC--U.S. Treasury - Intermediate / Long3fund risk0.47%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
Dreyfus Bond Market Index Fund Class IDBIRXC-Bond - Multi Sector3fund risk0.15%
Templeton Global Bond Fund Advisor ClassTGBAXC--U.S. Treasury - Intermediate4fund risk0.61%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Loomis Sayles Strategic Income Fund Class YNEZYXB++Bond - U.S. High Yield5fund risk0.7%
Janus High-Yield Fund Class TJAHYXB++Bond - U.S. High Yield7fund risk0.86%
Lord Abbett High Yield Fund Class ILAHYXA++Bond - U.S. High Yield7fund risk0.75%
   Other0fund risk0%
BlackRock Retirement Reserves Money Fund of Retirement Series Trust I SharesMRRXX Other0fund risk0%
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