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U.S. Equity Funds

Stock funds with at least 70% of assets in U.S. stocks are placed in U.S. equity categories.

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Fidelity Growth Company FundFDGRXLarge Growth57.83 Bil24110.720%No LoadLimited
Vanguard Equity-Income InvVEIPXLarge Value55.00 Bil2.68%2945170.270%$3,000No LoadOpen
Vanguard Small Cap Value Index InvVISVXSmall Value52.02 Bil2.02%3642190.070%$3,000No LoadLimited
Vanguard Dividend Growth InvVDIGXLarge Blend51.49 Bil1.66%7889670.300%$3,000No LoadOpen
T. Rowe Price Growth Stock AdvTRSAXLarge Growth50.32 Bil8480640.920%$2,500No LoadOpen
T. Rowe Price Growth StockPRGFXLarge Growth50.32 Bil8378590.650%$2,500No LoadOpen
Vanguard Large Cap Index InvestorVLACXLarge Blend48.53 Bil1.27%3931200.170%$3,000No LoadLimited
Nuveen Equity Index WTEQWXLarge Blend44.21 Bil1.44%5544No LoadOpen
Nuveen Equity Index PremierTCEPXLarge Blend44.21 Bil1.24%6051400.200%No LoadOpen
Vanguard US Growth InvestorVWUSXLarge Growth41.44 Bil0.26%8554400.300%$3,000No LoadOpen
iShares S&P 500 Index Investor ABSPAXLarge Blend40.21 Bil1.10%2832230.350%$1,000No LoadOpen
iShares S&P 500 Index ServiceBSPSXLarge Blend40.21 Bil1.22%2730190.220%$5,000No LoadOpen
Columbia Dividend Income AdvCVIRXLarge Value39.16 Bil1.76%333280.650%$2,000No LoadOpen
Fidelity Extended Market IndexFSMAXMid-Cap Blend36.56 Bil1.06%9669510.035%No LoadOpen
Fidelity Mid Cap IndexFSMDXMid-Cap Blend33.44 Bil1.36%6251280.025%No LoadOpen
Vanguard Small Cap Growth Index InvVISGXSmall Growth32.83 Bil0.59%5560670.070%$3,000No LoadLimited
Fidelity MagellanFMAGXLarge Growth32.18 Bil0.34%1947590.400%No LoadOpen
T. Rowe Price Equity Index 500PREIXLarge Blend31.24 Bil1.27%2628190.190%$2,500No LoadOpen
T. Rowe Price Mid-Cap Growth AdvPAMCXMid-Cap Growth30.49 Bil3664341.010%$2,500No LoadOpen
T. Rowe Price Mid-Cap GrowthRPMGXMid-Cap Growth30.10 Bil0.06%3359260.760%$2,500No LoadOpen
T. Rowe Price Value AdvPAVLXLarge Value29.42 Bil1.08%5528250.950%$2,500No LoadOpen
T. Rowe Price ValueTRVLXLarge Value29.42 Bil1.20%5226230.710%$2,500No LoadOpen
Parnassus Core Equity InvestorPRBLXLarge Blend29.21 Bil0.52%6758440.820%$2,000No LoadOpen
Harbor Capital Appreciation AdminHRCAXLarge Growth28.87 Bil4820150.930%$50,000No LoadOpen
Harbor Capital Appreciation InvHCAIXLarge Growth28.87 Bil5122171.040%$2,500No LoadOpen
Fidelity OTCFOCPXLarge Growth28.04 Bil0.05%25530.790%No LoadOpen
Vanguard Mid-Cap Value Index InvestorVMVIXMid-Cap Value27.86 Bil2.12%6052390.190%$3,000No LoadLimited
Fidelity Low-Priced StockFLPSXMid-Cap Value27.18 Bil1.67%2217120.910%No LoadOpen
AB Large Cap Growth AdvisorAPGYXLarge Growth27.08 Bil0.09%292290.600%No LoadOpen
Fidelity Small Cap IndexFSSNXSmall Blend24.70 Bil1.47%8673530.025%No LoadOpen
T. Rowe Price Dividend GrowthPRDGXLarge Blend24.34 Bil1.10%6376430.640%$2,500No LoadOpen
T. Rowe Price Dividend Growth AdvisorTADGXLarge Blend24.34 Bil0.87%6678510.900%$2,500No LoadOpen
American Century Ultra® GAULNXLarge Growth24.28 Bil21No LoadOpen
American Century Ultra® InvTWCUXLarge Growth24.28 Bil311090.910%$2,500No LoadOpen
Vanguard Mid-Cap Growth Index InvestorVMGIXMid-Cap Growth24.01 Bil0.60%3333460.190%$3,000No LoadLimited
Vanguard Windsor Investor SharesVWNDXLarge Value23.88 Bil1.75%2910220.420%$3,000No LoadOpen
Six Circles U.S. Unconstrained EquityCUSUXLarge Blend23.82 Bil1.12%39130.060%No LoadOpen
Schwab Total Stock Market IndexSWTSXLarge Blend23.27 Bil1.34%6049390.030%No LoadOpen
T. Rowe Price New HorizonsPRNHXMid-Cap Growth22.30 Bil9381140.780%$2,500No LoadOpen
Fidelity Large Cap Growth IdxFSPGXLarge Growth22.10 Bil0.69%7100.035%No LoadOpen
T. Rowe Price Lrg Cp Gr InvTRGOXLarge Growth21.84 Bil580.700%$2,500No LoadOpen
Vanguard Capital Opportunity InvVHCOXLarge Growth21.56 Bil0.66%6161610.430%$3,000No LoadLimited
Oakmark InvestorOAKMXLarge Value21.43 Bil0.97%14220.910%No LoadOpen
Vanguard Explorer InvVEXPXSmall Growth21.35 Bil0.52%2225260.450%$3,000No LoadOpen
Janus Henderson Research DJNRFXLarge Growth20.83 Bil0.04%1828390.620%$2,500No LoadLimited
Janus Henderson Research SJRASXLarge Growth20.83 Bil2435461.010%$2,500No LoadOpen
Janus Henderson Research TJAMRXLarge Growth20.83 Bil1930410.740%$2,500No LoadOpen
Janus Henderson Enterprise SJGRTXMid-Cap Growth20.05 Bil1347121.160%$2,500No LoadOpen
Janus Henderson Enterprise DJANEXMid-Cap Growth20.05 Bil133360.800%$2,500No LoadOpen
Janus Henderson Enterprise TJAENXMid-Cap Growth20.05 Bil143890.910%$2,500No LoadOpen

U.S. Equity Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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