Boreas Holdings 401(k)

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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
MFS Aggressive Growth Allocation Fund Class R3	MAAHX	C	U.S. All Cap	13	0.37%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-4	RNPEX	A--	U.S. All Cap - Growth	17	0.8%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
American Century Heritage Fund Investor Class	TWHIX	C-	U.S. Mid Cap - Growth	22	1%
Eagle Small Cap Growth Fund Class A	HRSCX	D--	U.S. Small Cap - Growth	23	1.1%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	C++	U.S. Mega Cap - Value	14	0.91%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Principal MidCap S&P 400 Index Fund Institutional Class	MPSIX	D++	U.S. Mid Cap - Value	19	0.21%
Principal MidCap S&P 400 Index Fund R-4 Class	PMFSX	D++	U.S. Mid Cap - Value	19	0.54%
Goldman Sachs Small Cap Value Fund Class A	GSSMX	F++	U.S. Small Cap - Value	25	1.38%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Global & Intl. Equity
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
MFS Global Total Return Fund Class R3	MFWHX	A-	International Large Cap	8	1.22%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
American Century Diversified Bond Fund Investor Class	ADFIX	B-	Bond - Multi Sector	3	0.6%
Principal Income Fund Class A	CMPIX	C	Bond - U.S. Corporate	3	0.89%
Other
Columbia Disciplined Small Core Fund Class A	LSMAX		Other	0	1.36%

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