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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