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 Fund | FDGRX | Large Growth | 57.83 Bil | — | 23 | 1 | 1 | 0.720% | — | No Load | Limited |
| Vanguard Equity-Income Inv | VEIPX | Large Value | 55.00 Bil | 2.68% | 28 | 38 | 20 | 0.270% | $3,000 | No Load | Open |
| Vanguard Small Cap Value Index Inv | VISVX | Small Value | 52.02 Bil | 2.02% | 37 | 40 | 19 | 0.070% | $3,000 | No Load | Limited |
| Vanguard Dividend Growth Inv | VDIGX | Large Blend | 51.49 Bil | 1.66% | 75 | 82 | 65 | 0.300% | $3,000 | No Load | Open |
| T. Rowe Price Growth Stock Adv | TRSAX | Large Growth | 48.98 Bil | — | 86 | 82 | 63 | 0.920% | $2,500 | No Load | Open |
| T. Rowe Price Growth Stock | PRGFX | Large Growth | 48.98 Bil | — | 83 | 79 | 56 | 0.650% | $2,500 | No Load | Open |
| Vanguard Large Cap Index Investor | VLACX | Large Blend | 48.53 Bil | 1.27% | 39 | 30 | 21 | 0.170% | $3,000 | No Load | Limited |
| Nuveen Equity Index Premier | TCEPX | Large Blend | 44.16 Bil | 1.24% | 60 | 52 | 41 | 0.200% | — | No Load | Open |
| Nuveen Equity Index W | TEQWX | Large Blend | 44.16 Bil | 1.44% | 53 | 43 | — | — | — | No Load | Open |
| Vanguard US Growth Investor | VWUSX | Large Growth | 41.44 Bil | 0.26% | 84 | 56 | 38 | 0.300% | $3,000 | No Load | Open |
| Columbia Dividend Income Adv | CVIRX | Large Value | 39.96 Bil | 1.76% | 29 | 28 | 8 | 0.650% | $2,000 | No Load | Open |
| iShares S&P 500 Index Service | BSPSX | Large Blend | 39.80 Bil | 1.22% | 27 | 29 | 20 | 0.220% | $5,000 | No Load | Open |
| iShares S&P 500 Index Investor A | BSPAX | Large Blend | 39.80 Bil | 1.10% | 30 | 36 | 26 | 0.350% | $1,000 | No Load | Open |
| Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 36.56 Bil | 1.06% | 94 | 70 | 51 | 0.035% | — | No Load | Open |
| Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 33.44 Bil | 1.36% | 59 | 47 | 26 | 0.025% | — | No Load | Open |
| Vanguard Small Cap Growth Index Inv | VISGX | Small Growth | 32.83 Bil | 0.59% | 53 | 57 | 66 | 0.070% | $3,000 | No Load | Limited |
| Fidelity Magellan | FMAGX | Large Growth | 32.18 Bil | 0.34% | 17 | 42 | 57 | 0.420% | — | No Load | Open |
| T. Rowe Price Equity Index 500 | PREIX | Large Blend | 30.90 Bil | 1.27% | 26 | 29 | 20 | 0.190% | $2,500 | No Load | Open |
| T. Rowe Price Mid-Cap Growth | RPMGX | Mid-Cap Growth | 30.68 Bil | 0.06% | 32 | 62 | 27 | 0.760% | $2,500 | No Load | Open |
| T. Rowe Price Mid-Cap Growth Adv | PAMCX | Mid-Cap Growth | 30.68 Bil | — | 35 | 66 | 35 | 1.010% | $2,500 | No Load | Open |
| T. Rowe Price Value Adv | PAVLX | Large Value | 30.02 Bil | 1.08% | 52 | 26 | 28 | 0.950% | $2,500 | No Load | Open |
| T. Rowe Price Value | TRVLX | Large Value | 30.02 Bil | 1.20% | 46 | 22 | 23 | 0.710% | $2,500 | No Load | Open |
| Parnassus Core Equity Investor | PRBLX | Large Blend | 29.39 Bil | 0.52% | 54 | 41 | 41 | 0.820% | $2,000 | No Load | Open |
| Harbor Capital Appreciation Admin | HRCAX | Large Growth | 28.04 Bil | — | 47 | 24 | 15 | 0.930% | $50,000 | No Load | Open |
| Harbor Capital Appreciation Inv | HCAIX | Large Growth | 28.04 Bil | — | 47 | 24 | 16 | 1.040% | $2,500 | No Load | Open |
| Fidelity OTC | FOCPX | Large Growth | 28.04 Bil | 0.05% | 27 | 7 | 3 | 0.790% | — | No Load | Open |
| Vanguard Mid-Cap Value Index Investor | VMVIX | Mid-Cap Value | 27.86 Bil | 2.12% | 59 | 55 | 38 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Low-Priced Stock | FLPSX | Mid-Cap Value | 27.18 Bil | 1.67% | 26 | 14 | 13 | 0.910% | — | No Load | Open |
| AB Large Cap Growth Advisor | APGYX | Large Growth | 26.77 Bil | 0.09% | 30 | 22 | 9 | 0.600% | — | No Load | Open |
| Fidelity Small Cap Index | FSSNX | Small Blend | 24.70 Bil | 1.47% | 87 | 76 | 51 | 0.025% | — | No Load | Open |
| T. Rowe Price Dividend Growth Advisor | TADGX | Large Blend | 24.66 Bil | 0.87% | 63 | 72 | 50 | 0.900% | $2,500 | No Load | Open |
| T. Rowe Price Dividend Growth | PRDGX | Large Blend | 24.66 Bil | 1.10% | 62 | 69 | 42 | 0.640% | $2,500 | No Load | Open |
| Vanguard Mid-Cap Growth Index Investor | VMGIX | Mid-Cap Growth | 24.01 Bil | 0.60% | 29 | 36 | 46 | 0.190% | $3,000 | No Load | Limited |
| Vanguard Windsor Investor Shares | VWNDX | Large Value | 23.88 Bil | 1.75% | 26 | 10 | 22 | 0.420% | $3,000 | No Load | Open |
| Six Circles U.S. Unconstrained Equity | CUSUX | Large Blend | 23.51 Bil | 1.12% | 31 | 12 | — | 0.060% | — | No Load | Open |
| American Century Ultra® G | AULNX | Large Growth | 23.47 Bil | — | 27 | — | — | — | — | No Load | Open |
| American Century Ultra® Inv | TWCUX | Large Growth | 23.47 Bil | — | 38 | 13 | 9 | 0.910% | $2,500 | No Load | Open |
| Schwab Total Stock Market Index | SWTSX | Large Blend | 23.12 Bil | 1.34% | 59 | 48 | 38 | 0.030% | — | No Load | Open |
| T. Rowe Price New Horizons | PRNHX | Mid-Cap Growth | 23.06 Bil | — | 91 | 74 | 8 | 0.780% | $2,500 | No Load | Open |
| Fidelity Large Cap Growth Idx | FSPGX | Large Growth | 22.10 Bil | 0.69% | 8 | 11 | — | 0.035% | — | No Load | Open |
| Vanguard Capital Opportunity Inv | VHCOX | Large Growth | 21.56 Bil | 0.66% | 62 | 69 | 61 | 0.430% | $3,000 | No Load | Limited |
| Oakmark Investor | OAKMX | Large Value | 21.43 Bil | 0.97% | 5 | 2 | 2 | 0.910% | — | No Load | Open |
| T. Rowe Price Lrg Cp Gr Inv | TRGOX | Large Growth | 21.41 Bil | — | 55 | — | — | 0.700% | $2,500 | No Load | Open |
| Vanguard Explorer Inv | VEXPX | Small Growth | 21.35 Bil | 0.52% | 24 | 25 | 25 | 0.450% | $3,000 | No Load | Open |
| Janus Henderson Research S | JRASX | Large Growth | 20.83 Bil | — | 23 | 37 | 49 | 1.010% | $2,500 | No Load | Open |
| Janus Henderson Research D | JNRFX | Large Growth | 20.83 Bil | 0.04% | 18 | 30 | 40 | 0.620% | $2,500 | No Load | Limited |
| Janus Henderson Research T | JAMRX | Large Growth | 20.83 Bil | — | 19 | 31 | 42 | 0.740% | $2,500 | No Load | Open |
| Janus Henderson Enterprise S | JGRTX | Mid-Cap Growth | 20.05 Bil | — | 14 | 39 | 10 | 1.160% | $2,500 | No Load | Open |
| Janus Henderson Enterprise D | JANEX | Mid-Cap Growth | 20.05 Bil | — | 12 | 28 | 6 | 0.800% | $2,500 | No Load | Open |
| Janus Henderson Enterprise T | JAENX | Mid-Cap Growth | 20.05 Bil | — | 12 | 32 | 8 | 0.910% | $2,500 | No Load | Open |
U.S. Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.