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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 %
Mid-Cap Blend
1.510
31
26
16
Large Value
2.030
79
89
100
Large Blend
1.170
90
Large Growth
0.760
40
49
41
Large Blend
1.110
82
63
47
Mid-Cap Growth
0.910
27
16
27
Small Value
0.900
37
29
20
Large Value
1.000
54
41
74
Large Growth
1.130
53
29
27
Large Growth
0.840
27
19
9
Large Value
0.900
58
35
25
Large Blend
1.260
48
37
37
Small Blend
0.870
53
76
Small Growth
1.090
15
8
7
Small Value
0.960
25
41
Large Growth
0.650
29
Large Value
0.740
79
93
91
Large Blend
2.510
Large Blend
1.800
63
63
80
Small Growth
0.950
26
25
36
Small Growth
1.300
65
85
79
Small Blend
1.150
36
85
58
Mid-Cap Growth
0.910
55
76
Small Growth
1.010
48
49
58
Mid-Cap Value
1.110
82
95
77
Mid-Cap Growth
0.980
35
39
31
Small Growth
1.180
77
67
70
Large Growth
0.880
98
99
96
Large Value
1.280
52
8
46
Large Value
0.740
54
13
48
Large Blend
0.400
81
53
Large Growth
0.400
71
78
71
Large Blend
0.400
77
82
Small Growth
0.600
69
86
76
Small Blend
0.600
26
60
Large Value
0.850
6
3
Mid-Cap Blend
1.000
89
68
Small Growth
1.120
34
72
24
Small Growth
1.900
29
Mid-Cap Blend
0.490
Small Value
0.540
19
Small Blend
1.500
26
48
Small Value
1.460
82
94
85
Large Value
1.270
45
Large Value
1.990
Small Value
1.500
4
3
27
Large Growth
1.040
77
45
27
Large Value
1.490
24
26
32
Large Growth
0.550
14
Large Growth
1.170
42
38
32
Large Growth
0.930
22
15
20
Large Blend
1.060
48
45
59
Large Blend
1.000
44
38
51
Mid-Cap Growth
0.840
Mid-Cap Growth
2.030
18
21
50
Mid-Cap Growth
0.960
24
23
37
Large Growth
1.360
36
44
66
Small Growth
1.150
95
39
43
Small Growth
2.070
43
29
69
Small Growth
0.960
42
24
48
Large Growth
1.400
61
51
42
Mid-Cap Growth
1.100
Mid-Cap Value
0.900
39
35
16
Large Value
0.700
34
28
33
Mid-Cap Blend
1.260
41
36
61
Mid-Cap Growth
1.130
34
30
37
Large Blend
1.000
73
68
80
Small Growth
1.200
28
20
35
Large Growth
1.030
33
16
33
Mid-Cap Growth
1.180
14
18
24
Large Growth
0.750
42
28
55
Large Blend
0.250
35
29
24
Large Blend
0.670
75
71
42
Large Growth
1.070
78
53
72

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