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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
37
36
Large Blend
1.230
63
Large Growth
0.790
65
61
51
Large Growth
1.110
90
81
67
Mid-Cap Growth
0.950
16
22
8
Mid-Cap Value
0.880
88
79
70
Large Value
0.990
31
39
Large Growth
0.100
19
Large Growth
0.440
60
Large Growth
1.190
27
23
24
Large Growth
0.890
23
18
13
Large Value
0.900
39
34
18
Large Blend
1.250
42
42
Small Blend
0.870
51
Small Growth
1.170
12
11
4
Small Value
0.960
55
30
Large Value
0.740
94
97
95
Mid-Cap Value
0.930
14
Large Growth
1.650
76
72
46
Large Growth
1.130
66
63
47
Large Value
0.930
40
32
Small Growth
1.050
94
88
Large Value
1.450
86
85
83
Large Blend
3.750
Large Blend
2.090
63
44
77
Large Blend
0.890
68
81
47
Small Growth
0.960
34
57
65
Small Growth
1.300
83
73
72
Mid-Cap Growth
0.950
85
91
Large Growth
1.150
62
62
87
Mid-Cap Growth
1.100
61
70
85
Mid-Cap Growth
0.720
88
89
85
Mid-Cap Value
1.150
95
92
83
Small Growth
1.360
42
45
29
Small Blend
1.250
81
94
47
Mid-Cap Blend
1.000
97
96
Mid-Cap Growth
0.980
32
31
45
Large Value
1.290
5
4
24
Large Value
0.750
11
9
30
Large Growth
0.400
73
76
72
Large Blend
0.390
84
85
Small Growth
0.600
75
81
73
Small Blend
0.600
69
64
Large Growth
0.400
71
75
Large Blend
0.350
76
78
Small Growth
0.600
74
77
Small Blend
0.550
70
70
Mid-Cap Blend
1.000
40
Large Growth
1.900
Mid-Cap Growth
1.000
69
Large Growth
1.190
72
71
87
Small Growth
1.110
72
50
56
Mid-Cap Blend
0.450
Small Value
0.490
Small Blend
1.700
79
72
Small Value
1.240
96
93
90
Large Value
1.410
Small Value
1.500
1
1
23
Large Growth
1.050
10
12
7
Large Value
1.490
41
52
53
Large Growth
0.650
Large Growth
0.650
Large Growth
0.890
12
15
22
Large Blend
1.070
48
44
70
Large Blend
1.020
46
42
38
Mid-Cap Growth
1.200
Mid-Cap Growth
2.040
31
57
70
Mid-Cap Growth
1.010
26
44
54
Large Growth
1.350
37
48
74
Small Growth
1.180
5
2
5
Small Growth
2.190
10
11
35
Large Growth
1.190
32
38
24
Large Value
0.690
55
69
68

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