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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.

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 InvVTSMXLarge Blend1.55 Tril1.26%6950410.140%$3,000No LoadLimited
Vanguard 500 Index InvestorVFINXLarge Blend1.07 Tril1.27%2626150.140%No LoadLimited
Fidelity 500 IndexFXAIXLarge Blend515.22 Bil1.35%222090.015%No LoadOpen
American Funds Growth Fund of Amer 529FCGFFXLarge Growth268.85 Bil0.67%6760560.730%$250No LoadOpen
American Funds Growth Fund of Amer F2GFFFXLarge Growth268.85 Bil0.69%6659550.400%$250No LoadOpen
American Funds Growth Fund of Amer F1GFAFXLarge Growth268.85 Bil0.47%6963610.670%$250No LoadOpen
American Funds Growth Fund of Amer 529F2FAFGXLarge Growth268.85 Bil0.71%660.410%$250No LoadOpen
American Funds Growth Fund of Amer 529F3FFAFXLarge Growth268.85 Bil0.73%660.350%$250No LoadOpen
Vanguard Growth Index InvestorVIGRXLarge Growth222.21 Bil0.43%2614190.170%$3,000No LoadLimited
American Funds Washington Mutual 529-F-2FWMMXLarge Blend176.60 Bil1.71%240.360%$250No LoadOpen
American Funds Washington Mutual 529F1CWMFXLarge Blend176.60 Bil1.65%2668540.700%$250No LoadOpen
American Funds Washington Mutual 529-F-3FWWMXLarge Blend176.60 Bil1.74%230.330%$250No LoadOpen
American Funds Washington Mutual F1WSHFXLarge Blend176.60 Bil1.48%3271610.640%$250No LoadOpen
American Funds Washington Mutual F2WMFFXLarge Blend176.60 Bil1.70%2567530.380%$250No LoadOpen
Vanguard Value Index InvVIVAXLarge Value162.66 Bil2.23%3141180.170%$3,000No LoadLimited
Vanguard Mid Cap Index InvestorVIMSXMid-Cap Blend160.08 Bil1.35%6449250.170%$3,000No LoadLimited
Vanguard Small Cap Index InvNAESXSmall Blend138.98 Bil1.40%4342150.170%$3,000No LoadLimited
American Funds Invmt Co of Amer 529-F-2FCIAXLarge Blend134.08 Bil1.48%170.360%$250No LoadOpen
American Funds Invmt Co of Amer F2ICAFXLarge Blend134.08 Bil1.48%1744520.370%$250No LoadOpen
American Funds Invmt Co of Amer 529-F-3FAOOXLarge Blend134.08 Bil1.52%160.320%$250No LoadOpen
American Funds Invmt Co of Amer 529FCICFXLarge Blend134.08 Bil1.42%1847530.700%$250No LoadOpen
American Funds Invmt Co of Amer F1AICFXLarge Blend134.08 Bil1.25%2054580.640%$250No LoadOpen
American Funds Fundamental Invs F2FINFXLarge Blend133.29 Bil1.23%4661450.380%$250No LoadOpen
American Funds Fundamental Invs 529F1CFNFXLarge Blend133.29 Bil1.17%4763460.710%$250No LoadOpen
American Funds Fundamental Invs 529-F-2FFXFXLarge Blend133.29 Bil1.24%460.370%$250No LoadOpen
American Funds Fundamental Invs 529-F-3FEEFXLarge Blend133.29 Bil1.27%450.330%$250No LoadOpen
American Funds Fundamental Invs F1AFIFXLarge Blend133.29 Bil1.01%5267520.650%$250No LoadOpen
Fidelity ContrafundFCNTXLarge Growth132.35 Bil0.43%821250.390%No LoadOpen
Strategic Advisers Fidelity US TtlStkFCTDXLarge Blend105.71 Bil0.97%49190.350%No LoadOpen
Dodge & Cox Stock XDOXGXLarge Value104.32 Bil1.47%0.410%$2,500No LoadOpen
Vanguard Extended Market Index InvestorVEXMXMid-Cap Blend100.44 Bil1.11%9776620.190%$3,000No LoadLimited
American Funds American Mutual 529FCMLFXLarge Value95.18 Bil2.15%3449260.700%$250No LoadOpen
American Funds American Mutual F1AMFFXLarge Value95.18 Bil1.97%3852300.640%$250No LoadOpen
American Funds American Mutual 529-F-2FFMMXLarge Value95.18 Bil2.22%330.360%$250No LoadOpen
American Funds American Mutual F2AMRFXLarge Value95.18 Bil2.20%3347240.380%$250No LoadOpen
American Funds American Mutual 529-F-3FFFMXLarge Value95.18 Bil2.25%310.330%$250No LoadOpen
Fidelity Total Market IndexFSKAXLarge Blend88.99 Bil1.32%6647380.015%No LoadOpen
Schwab® S&P 500 IndexSWPPXLarge Blend88.61 Bil1.34%2321110.020%No LoadOpen
American Funds AMCAP 529-F-3FMCMXLarge Growth84.95 Bil0.93%710.400%$250No LoadOpen
American Funds AMCAP F2AMCFXLarge Growth84.95 Bil0.84%7187860.440%$250No LoadOpen
American Funds AMCAP F1AMPFXLarge Growth84.95 Bil0.43%7389870.730%$250No LoadOpen
American Funds AMCAP 529-F-2FMMMXLarge Growth84.95 Bil0.88%710.460%$250No LoadOpen
American Funds AMCAP 529F1CAFFXLarge Growth84.95 Bil0.73%7288860.790%$250No LoadOpen
Vanguard PRIMECAP InvVPMCXLarge Blend73.34 Bil0.99%735760.380%$3,000No LoadClosed
Fidelity Series Total Market IndexFCFMXLarge Blend67.71 Bil1.36%65No LoadOpen
Strategic Advisers Large CapFALCXLarge Blend60.55 Bil1.17%2112180.240%No LoadOpen
Fidelity Growth Company FundFDGRXLarge Growth59.67 Bil36120.720%No LoadLimited
T. Rowe Price Blue Chip GrowthTRBCXLarge Growth59.52 Bil7075420.710%$2,500No LoadOpen
T. Rowe Price Blue Chip Growth AdvisorPABGXLarge Growth59.52 Bil7179500.970%$2,500No LoadOpen
Vanguard Windsor™ II InvVWNFXLarge Value58.79 Bil1.52%317120.340%$3,000No LoadOpen

U.S. Equity Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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