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Radiate Holdco LLC Retirement Savings 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     
TIAA-CREF Lifecycle Index 2035 Fund Institutional ClassTLYIXCU.S. All Cap11fund risk0.08%
TIAA-CREF Lifecycle Index 2040 Fund Institutional ClassTLZIXCU.S. All Cap12fund risk0.08%
TIAA-CREF Lifecycle Index 2045 Fund Institutional ClassTLXIXCU.S. All Cap13fund risk0.08%
TIAA-CREF Lifecycle Index 2050 Fund Institutional ClassTLLIXCU.S. All Cap13fund risk0.08%
TIAA-CREF Lifecycle Index 2055 Fund Institutional ClassTTIIXCU.S. All Cap13fund risk0.08%
MFS Massachusetts Investors Trust Class R6MITJXBU.S. Large Cap14fund risk0.39%
BlackRock Health Sciences Opportunities Portfolio Institutional SharesSHSSXDU.S. Large Cap14fund risk0.94%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
Principal MidCap Fund Institutional ClassPCBIXD+U.S. Mid Cap16fund risk0.66%
TIAA-CREF Lifecycle Index Retirement Income Fund Institutional ClassTRILXCU.S. All Cap6fund risk0.04%
TIAA-CREF Lifecycle Index 2020 Fund Institutional ClassTLWIXCU.S. All Cap7fund risk0.06%
TIAA-CREF Lifecycle Index 2025 Fund Institutional ClassTLQIXCU.S. All Cap8fund risk0.07%
TIAA-CREF Lifecycle Index 2030 Fund Institutional ClassTLHIXCU.S. All Cap10fund risk0.08%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth17fund risk0.45%
T. Rowe Price QM US Small-Cap Growth Equity ID--U.S. Small Cap - Growth20fund risk0.82%
T. Rowe Price Blue Chip Growth ID--U.S. Large Cap - Growth21fund risk0.74%
Columbia Seligman Communications and Information Fund Class R5SCMIXA--U.S. All Cap - Growth24fund risk1.03%
U.S. Equities - Value     
Invesco Diversified Dividend Fund Class YLCEYXD++U.S. All Cap - Value15fund risk0.61%
Invesco Equally-Weighted S&P 500 Fund Class YVADDXB++U.S. All Cap - Value16fund risk0.32%
Vanguard Mid-Cap Value Index Fund Investor SharesVMVIXD++U.S. Mid Cap - Value18fund risk0.24%
JPMorgan Small Cap Equity R6D++U.S. Mid Cap - Value18fund risk0.99%
Undiscovered Managers Behavioral Value Fund Class R6UBVFXB++U.S. Small Cap - Value28fund risk0.79%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
DFA International Core Equity Portfolio Institutional ClassDFIEXD++International Small Cap15fund risk0.39%
American Funds New World Fund Class R-6RNWGXAEmerging Markets16fund risk0.65%
Vanguard International Growth Fund Admiral SharesVWILXBEmerging Markets21fund risk0.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
BlackRock Total Return Fund Institutional SharesMAHQXB-Bond - Multi Sector3fund risk0.73%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Prudential High-Yield Fund Class ZPHYZXA++Bond - U.S. High Yield4fund risk0.58%
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