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ALLETE, Inc.

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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     
BlackRock LifePath Index 2055 Fund Investor A SharesLIVAXCU.S. All Cap14fund risk0.44%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC+U.S. Mid Cap16fund risk0.08%
U.S. Equities - Growth     
MainStay Large Cap Growth Fund Class IMLAIXD--U.S. Large Cap - Growth21fund risk0.77%
U.S. Equities - Value     
Oakmark Equity And Income Fund Class IOAKBXA++U.S. All Cap - Value13fund risk0.77%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Adirondack Small Cap FundADKSXA++U.S. Small Cap - Value22fund risk1.41%
Global & Intl. Equity     
Artisan International Fund Investor ClassARTIXC-International Large Cap - Growth14fund risk1.2%
Oppenheimer Developing Markets Fund Class YODVYXCEmerging Markets17fund risk1.01%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Other     
SSgA Small Cap RSSCRX Other0fund risk1.6%
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