0000950147-01-501695.txt : 20011009 0000950147-01-501695.hdr.sgml : 20011009 ACCESSION NUMBER: 0000950147-01-501695 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20011003 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FREMONT MUTUAL FUNDS INC CENTRAL INDEX KEY: 0000837389 STANDARD INDUSTRIAL CLASSIFICATION: [] STATE OF INCORPORATION: MD FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-23453 FILM NUMBER: 1751044 BUSINESS ADDRESS: STREET 1: 50 BEALE STREET SUITE 100 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 8005484539 MAIL ADDRESS: STREET 1: 50 BEALE STREET SUITE 100 CITY: SAN FRANCISCO STATE: CA ZIP: 45202 FORMER COMPANY: FORMER CONFORMED NAME: SIERRA MUTUAL FUNDS INC DATE OF NAME CHANGE: 19881113 497 1 e-7551.txt PROSPECTUS SUPPLEMENT DATED 10/01/2001 FREMONT MUTUAL FUNDS, INC. Supplement dated October 1, 2001 to the Prospectus dated March 1, 2001, as amended July 20, 2001 FREMONT EMERGING MARKETS FUND CEASES OPERATIONS: After a careful review, the Board of Directors of Fremont Mutual Funds, Inc., determined that the shareholders interests were best served by closing the Fremont Emerging Markets Fund and liquidating its assets on September 28, 2001. No new shares will be issued by the Fund. FREMONT INTERNATIONAL GROWTH FUND, FREMONT U.S. SMALL CAP FUND AND FREMONT REAL ESTATE SECURITIES FUND: The Board of Directors of Fremont Mutual Funds, Inc., has decided to terminate the Distribution Plan pursuant to Rule 12b-1 under the Investment Company Act of 1940. Effective September 14, 2001, the Fremont International Growth Fund, Fremont U.S. Small Cap Fund and Fremont Real Estate Securities Fund will no longer charge 12b-1 distribution expenses to shareholders. The "FEES AND EXPENSES" section found on page 5 for the Fremont International Growth Fund, page 13 for the Fremont U.S. Small Cap Fund and page 17 for the Fremont Real Estate Securities Fund is replaced with the information in the table below. FEES AND EXPENSES This table below describes the fees and expenses that you may pay if you buy and hold shares of each Fund.
FREMONT FREMONT FREMONT INTERNATIONAL U.S. SMALL REAL ESTATE GROWTH FUND CAP FUND SECURITIES FUND ----------- -------- --------------- SHAREHOLDER FEES(1) (None) (None) (None) ANNUAL FUND OPERATING EXPENSES DEDUCTED FROM FUND ASSETS Management Fees 1.00% 1.00% 1.00% Distribution (12b-1) Fees None None None Other Expenses 0.65% 0.64% 1.04% ----- ----- ----- Total Annual Fund Operating Expenses 1.65% 1.64% 2.04% Less: Fees Waived and Reimbursed(2) 0.15% 0.14% 0.54% ----- ----- ----- Net Operating Expenses 1.50% 1.50% 1.50% ===== ===== =====
---------- (1) The Transfer Agent charges a $10 service fee on wire redemptions. (2) The Advisor is indefinitely obligated by contract to limit the Funds' expenses to 1.50% as stated above. However, this limit may be changed with the approval of the Board of Directors. Note: There is no change to the Net Operating Expenses listed above. THE FOLLOWING UPDATES INFORMATION THAT APPEARS ON THE BACK COVER OF THE PROSPECTUS: Investors seeking general information on the Fremont Mutual Funds can call 800-548-4539 or 508-871-9529 (outside the U.S.).