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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
36
14
Large Blend
1.210
75
Large Growth
0.780
56
59
52
Large Growth
1.110
96
94
76
Mid-Cap Growth
0.960
24
14
15
Mid-Cap Value
0.880
82
64
67
Large Value
0.990
39
47
57
Large Growth
0.100
29
Large Growth
0.440
51
Large Growth
1.170
33
25
24
Large Growth
0.860
36
31
15
Large Value
0.900
46
49
17
Large Blend
1.260
51
49
Small Blend
0.870
52
70
Small Growth
1.170
16
12
8
Small Value
0.960
50
36
Large Value
0.740
94
97
94
Mid-Cap Value
0.930
49
Large Growth
1.130
47
34
49
Large Value
0.930
40
18
Small Growth
1.050
96
93
Large Value
1.450
90
93
88
Large Blend
4.530
Large Blend
1.940
80
65
77
Large Blend
0.890
76
83
62
Small Growth
0.960
26
36
56
Mid-Cap Growth
0.720
87
88
86
Small Growth
1.300
90
82
79
Small Blend
1.160
87
91
68
Mid-Cap Growth
0.870
80
86
Large Growth
1.150
54
46
87
Mid-Cap Growth
1.100
66
66
89
Mid-Cap Value
1.150
93
91
87
Small Growth
1.360
47
46
44
Small Blend
1.250
66
55
78
Mid-Cap Blend
1.000
84
86
Mid-Cap Growth
0.980
39
37
36
Large Value
1.290
1
3
5
Large Value
0.750
3
5
13
Large Blend
0.390
45
31
Large Growth
0.400
75
81
75
Large Blend
0.390
89
89
Small Growth
0.600
79
81
75
Small Blend
0.600
49
56
Large Growth
0.400
72
80
Large Blend
0.350
83
82
Small Growth
0.600
73
78
Small Blend
0.550
57
67
Large Value
0.850
5
Mid-Cap Blend
1.000
74
Mid-Cap Growth
1.000
67
Small Growth
1.110
83
78
65
Large Growth
1.900
Mid-Cap Blend
0.450
Small Value
0.490
Small Blend
1.500
52
59
Mid-Cap Growth
1.260
97
95
Small Value
1.360
93
96
86
Large Value
1.310
Small Value
1.500
7
1
32
Large Growth
1.050
55
32
14
Large Value
1.490
17
16
45
Large Growth
0.550
18
Large Growth
0.650
Large Growth
1.210
29
32
25
Large Growth
0.890
13
13
22
Large Blend
1.070
53
56
53
Large Blend
1.020
52
52
45
Mid-Cap Growth
0.990
Mid-Cap Growth
2.040
19
22
49
Mid-Cap Growth
1.010
16
15
31
Large Growth
1.350
42
49
71
Small Growth
1.180
11
9
10
Small Growth
2.190
13
15
38
Small Growth
0.980
10
11
21
Large Growth
1.190
26
31
24

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