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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | 1.55 Tril | 1.26% | 69 | 50 | 41 | 0.140% | $3,000 | No Load | Limited |
Vanguard 500 Index Investor | VFINX | Large Blend | 1.07 Tril | 1.27% | 26 | 26 | 15 | 0.140% | — | No Load | Limited |
Fidelity 500 Index | FXAIX | Large Blend | 515.22 Bil | 1.35% | 22 | 20 | 9 | 0.015% | — | No Load | Open |
American Funds Growth Fund of Amer 529F | CGFFX | Large Growth | 268.85 Bil | 0.67% | 67 | 60 | 56 | 0.730% | $250 | No Load | Open |
American Funds Growth Fund of Amer F2 | GFFFX | Large Growth | 268.85 Bil | 0.69% | 66 | 59 | 55 | 0.400% | $250 | No Load | Open |
American Funds Growth Fund of Amer F1 | GFAFX | Large Growth | 268.85 Bil | 0.47% | 69 | 63 | 61 | 0.670% | $250 | No Load | Open |
American Funds Growth Fund of Amer 529F2 | FAFGX | Large Growth | 268.85 Bil | 0.71% | 66 | — | — | 0.410% | $250 | No Load | Open |
American Funds Growth Fund of Amer 529F3 | FFAFX | Large Growth | 268.85 Bil | 0.73% | 66 | — | — | 0.350% | $250 | No Load | Open |
Vanguard Growth Index Investor | VIGRX | Large Growth | 222.21 Bil | 0.43% | 26 | 14 | 19 | 0.170% | $3,000 | No Load | Limited |
American Funds Washington Mutual 529-F-2 | FWMMX | Large Blend | 176.60 Bil | 1.71% | 24 | — | — | 0.360% | $250 | No Load | Open |
American Funds Washington Mutual 529F1 | CWMFX | Large Blend | 176.60 Bil | 1.65% | 26 | 68 | 54 | 0.700% | $250 | No Load | Open |
American Funds Washington Mutual 529-F-3 | FWWMX | Large Blend | 176.60 Bil | 1.74% | 23 | — | — | 0.330% | $250 | No Load | Open |
American Funds Washington Mutual F1 | WSHFX | Large Blend | 176.60 Bil | 1.48% | 32 | 71 | 61 | 0.640% | $250 | No Load | Open |
American Funds Washington Mutual F2 | WMFFX | Large Blend | 176.60 Bil | 1.70% | 25 | 67 | 53 | 0.380% | $250 | No Load | Open |
Vanguard Value Index Inv | VIVAX | Large Value | 162.66 Bil | 2.23% | 31 | 41 | 18 | 0.170% | $3,000 | No Load | Limited |
Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 160.08 Bil | 1.35% | 64 | 49 | 25 | 0.170% | $3,000 | No Load | Limited |
Vanguard Small Cap Index Inv | NAESX | Small Blend | 138.98 Bil | 1.40% | 43 | 42 | 15 | 0.170% | $3,000 | No Load | Limited |
American Funds Invmt Co of Amer 529-F-2 | FCIAX | Large Blend | 134.08 Bil | 1.48% | 17 | — | — | 0.360% | $250 | No Load | Open |
American Funds Invmt Co of Amer F2 | ICAFX | Large Blend | 134.08 Bil | 1.48% | 17 | 44 | 52 | 0.370% | $250 | No Load | Open |
American Funds Invmt Co of Amer 529-F-3 | FAOOX | Large Blend | 134.08 Bil | 1.52% | 16 | — | — | 0.320% | $250 | No Load | Open |
American Funds Invmt Co of Amer 529F | CICFX | Large Blend | 134.08 Bil | 1.42% | 18 | 47 | 53 | 0.700% | $250 | No Load | Open |
American Funds Invmt Co of Amer F1 | AICFX | Large Blend | 134.08 Bil | 1.25% | 20 | 54 | 58 | 0.640% | $250 | No Load | Open |
American Funds Fundamental Invs F2 | FINFX | Large Blend | 133.29 Bil | 1.23% | 46 | 61 | 45 | 0.380% | $250 | No Load | Open |
American Funds Fundamental Invs 529F1 | CFNFX | Large Blend | 133.29 Bil | 1.17% | 47 | 63 | 46 | 0.710% | $250 | No Load | Open |
American Funds Fundamental Invs 529-F-2 | FFXFX | Large Blend | 133.29 Bil | 1.24% | 46 | — | — | 0.370% | $250 | No Load | Open |
American Funds Fundamental Invs 529-F-3 | FEEFX | Large Blend | 133.29 Bil | 1.27% | 45 | — | — | 0.330% | $250 | No Load | Open |
American Funds Fundamental Invs F1 | AFIFX | Large Blend | 133.29 Bil | 1.01% | 52 | 67 | 52 | 0.650% | $250 | No Load | Open |
Fidelity Contrafund | FCNTX | Large Growth | 132.35 Bil | 0.43% | 8 | 21 | 25 | 0.390% | — | No Load | Open |
Strategic Advisers Fidelity US TtlStk | FCTDX | Large Blend | 105.71 Bil | 0.97% | 49 | 19 | — | 0.350% | — | No Load | Open |
Dodge & Cox Stock X | DOXGX | Large Value | 104.32 Bil | 1.47% | — | — | — | 0.410% | $2,500 | No Load | Open |
Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 100.44 Bil | 1.11% | 97 | 76 | 62 | 0.190% | $3,000 | No Load | Limited |
American Funds American Mutual 529F | CMLFX | Large Value | 95.18 Bil | 2.15% | 34 | 49 | 26 | 0.700% | $250 | No Load | Open |
American Funds American Mutual F1 | AMFFX | Large Value | 95.18 Bil | 1.97% | 38 | 52 | 30 | 0.640% | $250 | No Load | Open |
American Funds American Mutual 529-F-2 | FFMMX | Large Value | 95.18 Bil | 2.22% | 33 | — | — | 0.360% | $250 | No Load | Open |
American Funds American Mutual F2 | AMRFX | Large Value | 95.18 Bil | 2.20% | 33 | 47 | 24 | 0.380% | $250 | No Load | Open |
American Funds American Mutual 529-F-3 | FFFMX | Large Value | 95.18 Bil | 2.25% | 31 | — | — | 0.330% | $250 | No Load | Open |
Fidelity Total Market Index | FSKAX | Large Blend | 88.99 Bil | 1.32% | 66 | 47 | 38 | 0.015% | — | No Load | Open |
Schwab® S&P 500 Index | SWPPX | Large Blend | 88.61 Bil | 1.34% | 23 | 21 | 11 | 0.020% | — | No Load | Open |
American Funds AMCAP 529-F-3 | FMCMX | Large Growth | 84.95 Bil | 0.93% | 71 | — | — | 0.400% | $250 | No Load | Open |
American Funds AMCAP F2 | AMCFX | Large Growth | 84.95 Bil | 0.84% | 71 | 87 | 86 | 0.440% | $250 | No Load | Open |
American Funds AMCAP F1 | AMPFX | Large Growth | 84.95 Bil | 0.43% | 73 | 89 | 87 | 0.730% | $250 | No Load | Open |
American Funds AMCAP 529-F-2 | FMMMX | Large Growth | 84.95 Bil | 0.88% | 71 | — | — | 0.460% | $250 | No Load | Open |
American Funds AMCAP 529F1 | CAFFX | Large Growth | 84.95 Bil | 0.73% | 72 | 88 | 86 | 0.790% | $250 | No Load | Open |
Vanguard PRIMECAP Inv | VPMCX | Large Blend | 73.34 Bil | 0.99% | 73 | 57 | 6 | 0.380% | $3,000 | No Load | Closed |
Fidelity Series Total Market Index | FCFMX | Large Blend | 67.71 Bil | 1.36% | 65 | — | — | — | — | No Load | Open |
Strategic Advisers Large Cap | FALCX | Large Blend | 60.55 Bil | 1.17% | 21 | 12 | 18 | 0.240% | — | No Load | Open |
Fidelity Growth Company Fund | FDGRX | Large Growth | 59.67 Bil | — | 36 | 1 | 2 | 0.720% | — | No Load | Limited |
T. Rowe Price Blue Chip Growth | TRBCX | Large Growth | 59.52 Bil | — | 70 | 75 | 42 | 0.710% | $2,500 | No Load | Open |
T. Rowe Price Blue Chip Growth Advisor | PABGX | Large Growth | 59.52 Bil | — | 71 | 79 | 50 | 0.970% | $2,500 | No Load | Open |
Vanguard Windsor™ II Inv | VWNFX | Large Value | 58.79 Bil | 1.52% | 31 | 7 | 12 | 0.340% | $3,000 | 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.