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ALLETE, Inc.
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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
BlackRock LifePath Index 2055 Fund Investor A Shares
LIVAX
C
U.S. All Cap
14
0.44%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
C+
U.S. Mid Cap
16
0.08%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class I
MLAIX
D--
U.S. Large Cap - Growth
21
0.77%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I
OAKBX
A++
U.S. All Cap - Value
13
0.77%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Adirondack Small Cap Fund
ADKSX
A++
U.S. Small Cap - Value
22
1.41%
Global & Intl. Equity
Artisan International Fund Investor Class
ARTIX
C-
International Large Cap - Growth
14
1.2%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Other
SSgA Small Cap R
SSCRX
Other
0
1.6%
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