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Fremont Bank And Fremont Bancorporation Savings Pl
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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
American Funds 2030 Target Date Retirement Fund Class R-5
REETX
C
U.S. Large Cap
13
0%
Loomis Sayles Global Equity and Income Fund Class Y
LSWWX
C-
U.S. Mega Cap
14
0.93%
American Funds 2040 Target Date Retirement Fund Class R-5
REGTX
B
U.S. Large Cap
16
0%
American Funds Investment Company of America Class R-5
RICFX
C
U.S. Large Cap
19
0.35%
BlackRock S&P 500 Index Fund Institutional Shares
BSPIX
D
U.S. Large Cap
21
0.23%
The Hartford MidCap Fund Class R5
HFMTX
D++
U.S. Mid Cap
25
0.87%
American Funds 2010 Target Date Retirement Fund Class R-5
REATX
C
U.S. All Cap
8
0%
American Funds 2020 Target Date Retirement Fund Class R-5
RECTX
C
U.S. All Cap
9
0%
U.S. Equities - Growth
JPMorgan Intrepid Growth Fund Class R5
JGIRX
B--
U.S. All Cap - Growth
23
0.71%
Janus Triton Fund Class I
JSMGX
C+
U.S. Small Cap - Growth
25
0.76%
U.S. Equities - Value
AllianzGI NFJ Dividend Value Fund Institutional Class
NFJEX
F+
U.S. Mega Cap - Value
21
0.7%
Delaware Value Fund Institutional Class
DDVIX
C+
U.S. Mega Cap - Value
21
0.77%
MFS Mid Cap Value Fund Class R4
MVCJX
C++
U.S. Mid Cap - Value
26
0.98%
Columbia Mid Cap Index Fund Class R5 Shares
CPXRX
B++
U.S. Mid Cap - Value
27
0.2%
Columbia Small Cap Index Fund Class R5 Shares
CXXRX
C++
U.S. Small Cap - Value
33
0.2%
Undiscovered Managers Behavioral Value Fund Institutional Class
UBVLX
C++
U.S. Small Cap - Value
42
1%
Global & Intl. Equity
Virtus Foreign Opportunities Fund Class I
JVXIX
C-
International Large Cap - Growth
17
1.21%
Templeton Institutional Fund International Equity Series Primary Shares
TFEQX
A++
Pacific
19
0.79%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
19
0.54%
BlackRock International Index Fund Institutional Shares
MAIIX
B
International Large Cap
19
0.35%
Lazard Emerging Markets Equity Blend Portfolio Institutional Shares
EMBIX
B++
Emerging Markets
19
1.3%
Bonds
Metropolitan West Low Duration Bond Fund Class Institutional
MWLIX
B-
Bond - U.S. Corporate
1
0.37%
JPMorgan Government Bond Fund Select Class
HLGAX
C--
U.S. Treasury - Intermediate / Long
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 - Intermediate
4
0.61%
PIMCO Real Return Fund Institutional Class
PRRIX
C+
U.S. Treasury - TIPS
4
0.45%
Loomis Sayles Strategic Income Fund Class Y
NEZYX
B++
Bond - U.S. High Yield
5
0.7%
Janus High-Yield Fund Class T
JAHYX
B++
Bond - U.S. High Yield
7
0.86%
Lord Abbett High Yield Fund Class I
LAHYX
A++
Bond - U.S. High Yield
7
0.75%
Other
Other
0
0%
BlackRock Retirement Reserves Money Fund of Retirement Series Trust I Shares
MRRXX
Other
0
0%
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