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
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
Prudential Jennison Equity Income Fund Class Z	JDEZX	D	U.S. All Cap	15	0.91%
Prudential Jennison Equity Income Fund Class A	SPQAX	F	U.S. All Cap	15	1.16%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
T. Rowe Price Capital Appreciation Fund Advisor Class	PACLX	B	U.S. All Cap	10	1.02%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
JPMorgan Large Cap Growth Fund Select Class	SEEGX	F--	U.S. All Cap - Growth	23	0.91%
U.S. Equities - Value
Victory Sycamore Established Value Fund Class I	VEVIX	B++	U.S. Mid Cap - Value	19	0.67%
Invesco Small Cap Value Fund Class Y	VSMIX	A++	U.S. Mid Cap - Value	28	0.86%
Prudential Financial Inc	PRU	B++	U.S. Small Cap - Value	35	0%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Prudential Total Return Bond Fund Class A	PDBAX	B-	Bond - Multi Sector	4	0.85%
Prudential Total Return Bond Fund Class Z	PDBZX	B-	Bond - Multi Sector	4	0.6%
Lord Abbett High Yield Fund Class I	LAHYX	B++	Bond - U.S. High Yield	4	0.75%
Other
Waddell & Reed Financial, Inc.	WDR		Other	0	0%
Waddell & Reed Advisor New Concepts Fund Class A	UNECX		Other	0	1.41%

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