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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.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1290 GAMCO Small/Mid Cap Value Fund
Small Blend
1.000
80
64
—
13D Activist Fund
Mid-Cap Blend
1.510
37
36
—
AAM/Bahl & Gaynor Income Growth Fund
Large Blend
0.840
65
59
—
AAMA Equity Fund
Large Blend
1.230
63
—
—
AB Concentrated Growth Fund
Large Growth
0.790
65
61
51
AB Core Opportunities Fund
Large Growth
1.110
90
81
67
AB Discovery Growth Fund
Mid-Cap Growth
0.950
16
22
8
AB Discovery Value Fund
Mid-Cap Value
0.880
88
79
70
AB Equity Income Fund
Large Value
0.990
31
39
—
AB FlexFee Large Cap Growth Portfolio
Large Growth
0.100
19
—
—
AB FlexFee US Thematic Portfolio
Large Growth
0.440
60
—
—
AB Growth Fund
Large Growth
1.190
27
23
24
AB Large Cap Growth Fund
Large Growth
0.890
23
18
13
AB Relative Value Fund
Large Value
0.900
39
34
18
AB Select US Equity Portfolio
Large Blend
1.250
42
42
—
AB Small Cap Core Portfolio
Small Blend
0.870
51
—
—
AB Small Cap Growth Portfolio
Small Growth
1.170
12
11
4
AB Small Cap Value Portfolio
Small Value
0.960
55
30
—
AB Value Fund
Large Value
0.740
94
97
95
AIG ESG Dividend Fund
Mid-Cap Value
0.930
14
—
—
AIG Focused Alpha Large-Cap Fund
Large Growth
1.650
76
72
46
AIG Focused Dividend Strategy Fund
Large Value
1.050
74
65
22
AIG Focused Growth Fund
Large Growth
1.130
66
63
47
AIG Select Dividend Growth Fund
Large Value
0.930
40
32
—
AIG Small-Cap Fund
Small Growth
1.050
94
88
—
AIG Strategic Value Fund
Large Value
1.450
86
85
83
AINN Fund
Large Blend
3.750
—
—
—
AMF Large Cap Equity Fund
Large Blend
2.090
63
44
77
AMG FQ Tax-Managed US Equity Fund
Large Blend
0.890
68
81
47
AMG Frontier Small Cap Growth Fund
Small Growth
0.960
34
57
65
AMG GW&K Small Cap Core Fund
Small Growth
1.300
83
73
72
AMG GW&K Small/Mid Cap Fund
Mid-Cap Growth
0.950
85
91
—
AMG Managers Brandywine Blue Fund
Large Growth
1.150
62
62
87
AMG Managers Brandywine Fund
Mid-Cap Growth
1.100
61
70
85
AMG Managers Cadence Emerging Coms Fd
Small Growth
0.990
95
79
50
AMG Managers Cadence Mid Cap Fund
Mid-Cap Growth
0.720
88
89
85
AMG Managers Emerging Opportunities Fund
Small Growth
1.230
66
72
64
AMG Managers Fairpointe Mid Cap Fund
Mid-Cap Value
1.150
95
92
83
AMG Managers LMCG Small Cap Growth Fund
Small Growth
1.300
51
91
—
AMG Managers Montag & Caldwell Gr Fd
Large Growth
1.170
57
69
83
AMG Managers Silvercrest Small Cap Fund
Small Blend
1.150
87
67
—
AMG Managers Skyline Special Equities Fd
Small Blend
1.180
94
94
64
AMG Managers Special Equity Fund
Small Growth
1.360
42
45
29
AMG Renaissance Large Cap Growth Fund
Large Growth
0.670
72
71
60
AMG River Road Dividend All Cap Value Fd
Large Value
1.120
84
70
81
AMG River Road Focused Absolute Value Fd
Mid-Cap Blend
0.820
53
—
—
AMG River Road Small Cap Value Fund
Small Blend
1.380
38
7
63
AMG River Road Small-Mid Cap Value Fund
Small Blend
1.340
32
3
43
AMG SouthernSun Small Cap Fund
Small Blend
1.250
81
94
47
AMG SouthernSun US Equity Fund
Mid-Cap Blend
1.000
97
96
—
AMG TimesSquare Mid Cap Growth Fund
Mid-Cap Growth
0.980
32
31
45
AMG TimesSquare Small Cap Growth Fund
Small Growth
0.990
40
48
43
AMG Yacktman Focused Fd Sec Selectn Only
Large Blend
1.090
68
—
—
AMG Yacktman Focused Fund
Large Value
1.290
5
4
24
AMG Yacktman Fund
Large Value
0.750
11
9
30
AQR Large Cap Defensive Style Fund
Large Blend
0.390
14
2
—
AQR Large Cap Momentum Style Fund
Large Growth
0.400
73
76
72
AQR Large Cap Multi-Style Fund
Large Blend
0.390
84
85
—
AQR Small Cap Momentum Style Fund
Small Growth
0.600
75
81
73
AQR Small Cap Multi-Style Fund
Small Blend
0.600
69
64
—
AQR TM Large Cap Momentum Style Fund
Large Growth
0.400
71
75
—
AQR TM Large Cap Multi-Style Fund
Large Blend
0.350
76
78
—
AQR TM Small Cap Momentum Style Fund
Small Growth
0.600
74
77
—
AQR TM Small Cap Multi-Style Fund
Small Blend
0.550
70
70
—
AXS Multi-Strategy Alternatives Fund
Large Blend
1.690
92
95
99
Aasgard Dividend Growth Sm & Md-Cp Fd
Mid-Cap Blend
1.000
40
—
—
Aberdeen Focused US Equity Fund
Large Growth
1.900
—
—
—
Aberdeen US Mid Cap Equity Fund
Mid-Cap Growth
1.000
69
—
—
Aberdeen US Multi-Cap Equity Fund
Large Growth
1.190
72
71
87
Aberdeen US Small Cap Equity Fund
Small Growth
1.110
72
50
56
Acclivity Mid Cap Multi-Style Fund
Mid-Cap Blend
0.450
—
—
—
Acclivity Small Cap Value Fund
Small Value
0.490
—
—
—
Acuitas US Microcap Fund
Small Blend
1.700
79
72
—
Adirondack Small Cap Fund
Small Value
1.240
96
93
90
Adler Value Fund
Large Value
1.410
—
—
—
Aegis Value Fund
Small Value
1.500
1
1
23
Akre Focus Fd
Large Growth
1.050
10
12
7
Al Frank Fund
Large Value
1.490
41
52
53
Alger 25 Fund
Large Growth
0.650
—
—
—
Alger 35 Fund
Large Growth
0.650
—
—
—
Alger Capital Appreciation Instl Fd
Large Growth
1.160
27
34
25
Alger Capital Appreciation Portfolio
Large Growth
0.940
24
32
19
Alger Focus Equity Fund
Large Growth
0.890
12
15
22
Alger Growth & Income Fund
Large Blend
1.070
48
44
70
Alger Growth & Income Portfolio
Large Blend
1.020
46
42
38
Alger Large Cap Growth Portfolio Fund
Large Growth
0.890
15
44
50
Alger Mid Cap Focus Fund new
Mid-Cap Growth
1.200
—
—
—
Alger Mid Cap Growth Fund
Mid-Cap Growth
2.040
31
57
70
Alger Mid Cap Growth Portfolio Fund
Mid-Cap Growth
1.010
26
44
54
Alger MidCap Growth Institutional Fund
Mid-Cap Growth
1.350
31
48
49
Alger Responsible Investing Fund
Large Growth
1.350
37
48
74
Alger Small Cap Focus Fund
Small Growth
1.180
5
2
5
Alger Small Cap Growth Fund
Small Growth
2.190
10
11
35
Alger Small Cap Growth Portfolio
Small Growth
0.980
6
6
17
Alger SmallCap Growth Institutional Fund
Small Growth
1.350
8
8
21
Alger Spectra Fund
Large Growth
1.190
32
38
24
Alger Weatherbie Specialized Growth Fund
Mid-Cap Growth
1.310
6
8
21
Alger Weatherbie Specialized Growth Port
Mid-Cap Growth
1.050
5
7
14
AllianzGI Best Styles US Equity Fund
Large Blend
0.400
49
46
—
AllianzGI Dividend Value Fund
Large Value
0.690
55
69
68

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