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401k, 403b plan

Presidio, Inc. 401(K) Plan

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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     
T. Rowe Price Capital Appreciation Fund Advisor ClassPACLXBU.S. All Cap14fund risk1.02%
Prudential Jennison Equity Income Fund Class ZJDEZXCU.S. All Cap19fund risk0.91%
Prudential Jennison Equity Income Fund Class ASPQAXCU.S. All Cap19fund risk1.16%
Franklin Rising Dividends Fund Class AFRDPXDU.S. All Cap20fund risk0.93%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
U.S. Equities - Growth     
T. Rowe Price New Horizons FundPRNHXB--U.S. Mid Cap - Growth23fund risk0.8%
JPMorgan Large Cap Growth Fund Select ClassSEEGXC--U.S. All Cap - Growth27fund risk0.91%
U.S. Equities - Value     
Victory Sycamore Established Value Fund Class IVEVIXB++U.S. Mid Cap - Value28fund risk0.67%
Invesco Small Cap Value Fund Class YVSMIXA++U.S. Small Cap - Value41fund risk0.86%
Prudential Financial IncPRUF++U.S. Small Cap - Value48fund risk0%
Waddell & Reed Financial, Inc.WDRA++U.S. Mid Cap - Value62fund risk0%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential Total Return Bond Fund Class ZPDBZXB-Bond - Multi Sector4fund risk0.6%
Prudential Total Return Bond Fund Class APDBAXB-Bond - Multi Sector4fund risk0.85%
Lord Abbett High Yield Fund Class ILAHYXA++Bond - U.S. High Yield7fund risk0.75%
Waddell & Reed Advisor New Concepts Fund Class AUNECX Other0fund risk1.41%
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