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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
38
33
Large Blend
1.230
65
Large Growth
0.790
61
64
52
Large Growth
1.110
95
90
78
Mid-Cap Growth
0.950
22
19
14
Mid-Cap Value
0.880
90
85
73
Large Value
0.990
28
36
47
Large Growth
0.100
26
Large Growth
0.440
54
Large Growth
1.190
35
34
26
Large Growth
0.890
33
31
14
Large Value
0.900
54
50
23
Large Blend
1.250
40
43
Small Blend
0.870
47
Small Growth
1.170
13
11
6
Small Value
0.960
65
39
Large Value
0.740
93
97
94
Mid-Cap Value
0.930
9
Large Growth
1.650
88
77
62
Large Growth
1.130
59
49
46
Large Value
0.930
37
30
Small Growth
1.050
96
93
Large Value
1.450
88
91
86
Large Blend
4.530
Large Blend
2.090
64
49
75
Large Blend
0.890
76
85
51
Small Growth
0.960
29
41
54
Mid-Cap Growth
0.720
87
88
86
Small Growth
1.300
86
80
76
Mid-Cap Growth
0.870
83
88
Large Growth
1.150
62
57
83
Mid-Cap Growth
1.100
66
66
82
Mid-Cap Value
1.150
92
82
82
Small Growth
1.360
45
47
38
Small Blend
1.250
77
72
61
Mid-Cap Blend
1.000
96
93
Mid-Cap Growth
0.980
35
37
44
Large Value
1.290
4
5
23
Large Value
0.750
8
13
30
Large Blend
0.390
12
11
Large Growth
0.400
74
77
74
Large Blend
0.390
84
85
Small Growth
0.600
74
78
75
Small Blend
0.600
53
55
Large Growth
0.400
72
77
Large Blend
0.350
77
78
Small Growth
0.600
73
75
Small Blend
0.550
63
69
Mid-Cap Blend
1.000
41
Large Growth
1.900
Mid-Cap Growth
1.000
61
Large Growth
1.190
71
70
89
Small Growth
1.110
74
67
58
Mid-Cap Blend
0.450
Small Value
0.490
Small Blend
1.500
77
72
Mid-Cap Growth
1.260
91
90
Small Value
1.360
97
97
89
Large Value
1.310
Small Value
1.500
1
1
14
Large Growth
1.050
36
25
10
Large Value
1.490
23
26
40
Large Growth
0.650
Large Growth
0.650
Large Growth
1.210
23
27
22
Large Growth
0.890
11
10
21
Large Blend
1.070
52
51
66
Large Blend
1.020
51
48
43
Mid-Cap Growth
0.990
Mid-Cap Growth
2.040
19
23
53
Mid-Cap Growth
1.010
16
18
40
Large Growth
1.350
40
42
71
Small Growth
1.180
8
5
8
Small Growth
2.190
9
12
30
Large Growth
1.190
24
30
22
Large Value
0.700
57
58
72

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