Skip to Content
Morningstar
Get 14 Days Free

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
75
58
—
13D Activist Fund
Mid-Cap Blend
1.510
38
33
—
AAM/Bahl & Gaynor Income Growth Fund
Large Blend
0.840
69
67
—
AAMA Equity Fund
Large Blend
1.230
65
—
—
AB Concentrated Growth Fund
Large Growth
0.790
61
64
52
AB Core Opportunities Fund
Large Growth
1.110
95
90
78
AB Discovery Growth Fund
Mid-Cap Growth
0.950
22
19
14
AB Discovery Value Fund
Mid-Cap Value
0.880
90
85
73
AB Equity Income Fund
Large Value
0.990
28
36
47
AB FlexFee Large Cap Growth Portfolio
Large Growth
0.100
26
—
—
AB FlexFee US Thematic Portfolio
Large Growth
0.440
54
—
—
AB Growth Fund
Large Growth
1.190
35
34
26
AB Large Cap Growth Fund
Large Growth
0.890
33
31
14
AB Relative Value Fund
Large Value
0.900
54
50
23
AB Select US Equity Portfolio
Large Blend
1.250
40
43
—
AB Small Cap Core Portfolio
Small Blend
0.870
47
—
—
AB Small Cap Growth Portfolio
Small Growth
1.170
13
11
6
AB Small Cap Value Portfolio
Small Value
0.960
65
39
—
AB Value Fund
Large Value
0.740
93
97
94
AIG ESG Dividend Fund
Mid-Cap Value
0.930
9
—
—
AIG Focused Alpha Large-Cap Fund
Large Growth
1.650
88
77
62
AIG Focused Dividend Strategy Fund
Large Value
1.050
84
80
36
AIG Focused Growth Fund
Large Growth
1.130
59
49
46
AIG Select Dividend Growth Fund
Large Value
0.930
37
30
—
AIG Small-Cap Fund
Small Growth
1.050
96
93
—
AIG Strategic Value Fund
Large Value
1.450
88
91
86
AINN Fund
Large Blend
4.530
—
—
—
AMF Large Cap Equity Fund
Large Blend
2.090
64
49
75
AMG FQ Tax-Managed US Equity Fund
Large Blend
0.890
76
85
51
AMG Frontier Small Cap Growth Fund
Small Growth
0.960
29
41
54
AMG GW&K International Small Cap Fd
Small Growth
0.990
99
90
65
AMG GW&K Mid Cap Fd
Mid-Cap Growth
0.720
87
88
86
AMG GW&K Small Cap Core Fund
Small Growth
1.300
86
80
76
AMG GW&K Small/Mid Cap Fund
Mid-Cap Growth
0.870
83
88
—
AMG Managers Brandywine Blue Fund
Large Growth
1.150
62
57
83
AMG Managers Brandywine Fund
Mid-Cap Growth
1.100
66
66
82
AMG Managers Emerging Opportunities Fund
Small Growth
1.230
76
72
69
AMG Managers Fairpointe Mid Cap Fund
Mid-Cap Value
1.150
92
82
82
AMG Managers LMCG Small Cap Growth Fund
Small Growth
1.300
42
81
—
AMG Managers Montag & Caldwell Gr Fd
Large Growth
1.170
53
71
80
AMG Managers Silvercrest Small Cap Fund
Small Blend
1.150
90
81
—
AMG Managers Skyline Special Equities Fd
Small Blend
1.180
91
93
60
AMG Managers Special Equity Fund
Small Growth
1.360
45
47
38
AMG Renaissance Large Cap Growth Fund
Large Growth
0.670
71
69
58
AMG River Road Dividend All Cap Value Fd
Large Value
1.120
74
74
78
AMG River Road Focused Absolute Value Fd
Mid-Cap Blend
0.820
47
—
—
AMG River Road Small Cap Value Fund
Small Blend
1.380
34
22
64
AMG River Road Small-Mid Cap Value Fund
Small Blend
1.340
30
6
43
AMG SouthernSun Small Cap Fund
Small Blend
1.250
77
72
61
AMG SouthernSun US Equity Fund
Mid-Cap Blend
1.000
96
93
—
AMG TimesSquare Mid Cap Growth Fund
Mid-Cap Growth
0.980
35
37
44
AMG TimesSquare Small Cap Growth Fund
Small Growth
0.990
46
51
43
AMG Yacktman Focused Fd Sec Selectn Only
Large Blend
1.090
67
—
—
AMG Yacktman Focused Fund
Large Value
1.290
4
5
23
AMG Yacktman Fund
Large Value
0.750
8
13
30
AQR Large Cap Defensive Style Fund
Large Blend
0.390
12
11
—
AQR Large Cap Momentum Style Fund
Large Growth
0.400
74
77
74
AQR Large Cap Multi-Style Fund
Large Blend
0.390
84
85
—
AQR Small Cap Momentum Style Fund
Small Growth
0.600
74
78
75
AQR Small Cap Multi-Style Fund
Small Blend
0.600
53
55
—
AQR TM Large Cap Momentum Style Fund
Large Growth
0.400
72
77
—
AQR TM Large Cap Multi-Style Fund
Large Blend
0.350
77
78
—
AQR TM Small Cap Momentum Style Fund
Small Growth
0.600
73
75
—
AQR TM Small Cap Multi-Style Fund
Small Blend
0.550
63
69
—
Aasgard Small & Mid-Cap Fund
Mid-Cap Blend
1.000
41
—
—
Aberdeen Focused US Equity Fund
Large Growth
1.900
—
—
—
Aberdeen US Mid Cap Equity Fund
Mid-Cap Growth
1.000
61
—
—
Aberdeen US Multi-Cap Equity Fund
Large Growth
1.190
71
70
89
Aberdeen US Small Cap Equity Fund
Small Growth
1.110
74
67
58
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
1.500
77
72
—
Adaptive Fundamental Growth Fund
Mid-Cap Growth
1.260
91
90
—
Adirondack Small Cap Fund
Small Value
1.360
97
97
89
Adler Value Fund
Large Value
1.310
—
—
—
Aegis Value Fund
Small Value
1.500
1
1
14
Akre Focus Fd
Large Growth
1.050
36
25
10
Al Frank Fund
Large Value
1.490
23
26
40
Alger 25 Fund
Large Growth
0.650
—
—
—
Alger 35 Fund
Large Growth
0.650
—
—
—
Alger Capital Appreciation Fund
Large Growth
1.210
23
27
22
Alger Capital Appreciation Instl Fd
Large Growth
1.160
23
27
22
Alger Capital Appreciation Portfolio
Large Growth
0.940
19
24
18
Alger Focus Equity Fund
Large Growth
0.890
11
10
21
Alger Growth & Income Fund
Large Blend
1.070
52
51
66
Alger Growth & Income Portfolio
Large Blend
1.020
51
48
43
Alger Large Cap Growth Portfolio Fund
Large Growth
0.890
9
17
36
Alger Mid Cap Focus Fund new
Mid-Cap Growth
0.990
—
—
—
Alger Mid Cap Growth Fund
Mid-Cap Growth
2.040
19
23
53
Alger Mid Cap Growth Portfolio Fund
Mid-Cap Growth
1.010
16
18
40
Alger MidCap Growth Institutional Fund
Mid-Cap Growth
1.350
18
19
30
Alger Responsible Investing Fund
Large Growth
1.350
40
42
71
Alger Small Cap Focus Fund
Small Growth
1.180
8
5
8
Alger Small Cap Growth Fund
Small Growth
2.190
9
12
30
Alger Small Cap Growth Portfolio
Small Growth
0.980
7
7
16
Alger SmallCap Growth Institutional Fund
Small Growth
1.350
8
8
18
Alger Spectra Fund
Large Growth
1.190
24
30
22
Alger Weatherbie Specialized Growth Fund
Mid-Cap Growth
1.310
15
9
24
Alger Weatherbie Specialized Growth Port
Mid-Cap Growth
1.050
13
8
18
AllianzGI Dividend Value Fund
Large Value
0.700
57
58
72

Sponsor Center