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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
31
10
Large Blend
1.210
87
Large Growth
0.780
35
47
31
Large Blend
1.110
93
93
76
Mid-Cap Growth
0.960
29
15
21
Small Value
0.900
63
47
55
Large Value
1.000
63
69
73
Large Growth
0.100
27
Large Growth
1.100
34
Large Growth
1.170
41
36
29
Large Growth
0.860
32
36
21
Large Value
0.900
47
39
19
Large Blend
1.260
49
36
Small Blend
0.870
66
66
Small Growth
1.170
15
10
8
Small Value
0.960
34
33
Large Value
0.740
88
91
92
Mid-Cap Value
0.930
62
Large Blend
1.650
57
11
38
Large Growth
1.130
60
46
65
Large Value
0.930
20
17
Small Growth
1.050
99
91
Large Value
1.500
92
92
87
Large Blend
4.530
Large Blend
1.940
80
81
73
Mid-Cap Growth
1.110
61
55
92
Small Growth
0.950
20
26
47
Small Growth
1.300
86
85
76
Small Growth
1.300
68
75
86
Small Blend
1.150
82
92
55
Small Blend
1.150
85
83
Mid-Cap Growth
0.910
65
79
Mid-Cap Value
1.150
95
97
91
Mid-Cap Growth
0.980
46
52
42
Small Growth
1.360
49
51
51
Large Blend
0.890
87
87
67
Large Value
1.280
4
6
11
Large Value
0.740
6
12
17
Large Blend
0.400
67
65
Large Growth
0.400
86
86
80
Large Blend
0.400
91
83
Small Growth
0.600
78
74
74
Small Blend
0.600
44
49
Large Value
0.850
13
Mid-Cap Blend
1.000
81
Small Growth
1.120
67
88
54
Small Growth
1.900
Mid-Cap Blend
0.490
Small Value
0.540
Small Blend
1.500
14
13
Mid-Cap Growth
1.260
100
99
Small Value
1.360
95
93
85
Large Value
1.310
Small Value
1.500
21
3
56
Large Growth
1.050
52
39
9
Large Value
1.490
11
9
41
Large Growth
0.550
6
Large Growth
1.170
29
31
28
Large Growth
0.930
12
13
18
Large Blend
1.060
47
56
47
Large Blend
1.000
44
53
46
Mid-Cap Growth
0.840
Mid-Cap Growth
2.030
17
21
53
Mid-Cap Growth
0.960
14
16
34
Large Growth
1.360
37
51
70
Small Growth
1.150
24
12
19
Small Growth
2.070
12
14
47
Small Growth
0.960
10
11
28
Large Growth
1.400
33
37
29
Large Blend
1.520
99
96
92
Large Growth
0.790
Large Growth
0.990
25
30
58
Large Blend
1.040
73
88
89
Large Value
2.290
99
100
100
Mid-Cap Growth
1.000
2

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