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Presidio, Inc. 401(K) Plan
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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
T. Rowe Price Capital Appreciation Fund Advisor Class
PACLX
B
U.S. All Cap
14
1.02%
Prudential Jennison Equity Income Fund Class Z
JDEZX
C
U.S. All Cap
19
0.91%
Prudential Jennison Equity Income Fund Class A
SPQAX
C
U.S. All Cap
19
1.16%
Franklin Rising Dividends Fund Class A
FRDPX
D
U.S. All Cap
20
0.93%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
21
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
D++
U.S. Mid Cap
23
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
C++
U.S. Small Cap
27
0.09%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund
PRNHX
B--
U.S. Mid Cap - Growth
23
0.8%
JPMorgan Large Cap Growth Fund Select Class
SEEGX
C--
U.S. All Cap - Growth
27
0.91%
U.S. Equities - Value
Victory Sycamore Established Value Fund Class I
VEVIX
B++
U.S. Mid Cap - Value
28
0.67%
Invesco Small Cap Value Fund Class Y
VSMIX
A++
U.S. Small Cap - Value
41
0.86%
Prudential Financial Inc
PRU
F++
U.S. Small Cap - Value
48
0%
Waddell & Reed Financial, Inc.
WDR
A++
U.S. Mid Cap - Value
62
0%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
19
0.84%
Oppenheimer Developing Markets Fund Class A
ODMAX
D++
Emerging Markets
20
1.35%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Prudential Total Return Bond Fund Class Z
PDBZX
B-
Bond - Multi Sector
4
0.6%
Prudential Total Return Bond Fund Class A
PDBAX
B-
Bond - Multi Sector
4
0.85%
Lord Abbett High Yield Fund Class I
LAHYX
A++
Bond - U.S. High Yield
7
0.75%
Other
Waddell & Reed Advisor New Concepts Fund Class A
UNECX
Other
0
1.41%
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