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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 2025 Fund Institutional ClassTLQIXCU.S. All Cap12fund risk0.07%
TIAA-CREF Lifecycle Index 2030 Fund Institutional ClassTLHIXCU.S. All Cap13fund risk0.08%
TIAA-CREF Lifecycle Index 2035 Fund Institutional ClassTLYIXCU.S. All Cap15fund risk0.08%
TIAA-CREF Lifecycle Index 2040 Fund Institutional ClassTLZIXCU.S. All Cap16fund risk0.08%
TIAA-CREF Lifecycle Index 2045 Fund Institutional ClassTLXIXCU.S. All Cap18fund risk0.08%
TIAA-CREF Lifecycle Index 2050 Fund Institutional ClassTLLIXCU.S. All Cap18fund risk0.08%
TIAA-CREF Lifecycle Index 2055 Fund Institutional ClassTTIIXCU.S. All Cap18fund risk0.08%
BlackRock Health Sciences Opportunities Portfolio Institutional SharesSHSSXF-U.S. Mega Cap19fund risk0.94%
MFS Massachusetts Investors Trust Class R6MITJXCU.S. Large Cap20fund risk0.39%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Principal MidCap Fund Institutional ClassPCBIXF++U.S. Mid Cap24fund risk0.66%
TIAA-CREF Lifecycle Index Retirement Income Fund Institutional ClassTRILXCU.S. All Cap8fund risk0.04%
TIAA-CREF Lifecycle Index 2020 Fund Institutional ClassTLWIXCU.S. All Cap10fund risk0.06%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth20fund risk0.45%
T. Rowe Price Blue Chip Growth IF--U.S. Large Cap - Growth25fund risk0.74%
T. Rowe Price QM US Small-Cap Growth Equity ID+U.S. Small Cap - Growth25fund risk0.82%
Columbia Seligman Communications and Information Fund Class R5SCMIXA--U.S. All Cap - Growth29fund risk1.03%
U.S. Equities - Value     
Invesco Diversified Dividend Fund Class YLCEYXD++U.S. All Cap - Value21fund risk0.61%
Invesco Equally-Weighted S&P 500 Fund Class YVADDXB++U.S. All Cap - Value25fund risk0.32%
JPMorgan Small Cap Equity R6C++U.S. Mid Cap - Value26fund risk0.99%
Vanguard Mid-Cap Value Index Fund Investor SharesVMVIXD++U.S. Mid Cap - Value27fund risk0.24%
Undiscovered Managers Behavioral Value Fund Class R6UBVFXC++U.S. Small Cap - Value42fund risk0.79%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
American Funds New World Fund Class R-6RNWGXB++Emerging Markets19fund risk0.65%
DFA International Core Equity Portfolio Institutional ClassDFIEXD++International Small Cap19fund risk0.39%
Vanguard International Growth Fund Admiral SharesVWILXA++Emerging Markets23fund risk0.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
BlackRock Total Return Fund Institutional SharesMAHQXA-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 Yield7fund risk0.58%
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