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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 %
1290 GAMCO Small/Mid Cap Value Fund
Small Blend
1.000
73
56
—
13D Activist Fund
Mid-Cap Blend
1.510
36
14
—
AAM/Bahl & Gaynor Income Growth Fund
Large Blend
0.840
82
81
—
AAMA Equity Fund
Large Blend
1.210
75
—
—
AB Concentrated Growth Fund
Large Growth
0.780
56
59
52
AB Core Opportunities Fund
Large Growth
1.110
96
94
76
AB Discovery Growth Fund
Mid-Cap Growth
0.960
24
14
15
AB Discovery Value Fund
Mid-Cap Value
0.880
82
64
67
AB Equity Income Fund
Large Value
0.990
39
47
57
AB FlexFee Large Cap Growth Portfolio
Large Growth
0.100
29
—
—
AB FlexFee US Thematic Portfolio
Large Growth
0.440
51
—
—
AB Growth Fund
Large Growth
1.170
33
25
24
AB Large Cap Growth Fund
Large Growth
0.860
36
31
15
AB Relative Value Fund
Large Value
0.900
46
49
17
AB Select US Equity Portfolio
Large Blend
1.260
51
49
—
AB Small Cap Core Portfolio
Small Blend
0.870
52
70
—
AB Small Cap Growth Portfolio
Small Growth
1.170
16
12
8
AB Small Cap Value Portfolio
Small Value
0.960
50
36
—
AB Value Fund
Large Value
0.740
94
97
94
AIG ESG Dividend Fund
Mid-Cap Value
0.930
49
—
—
AIG Focused Alpha Large-Cap Fund
Large Blend
1.650
40
19
9
AIG Focused Dividend Strategy Fund
Large Value
1.050
97
93
40
AIG Focused Growth Fund
Large Growth
1.130
47
34
49
AIG Select Dividend Growth Fund
Large Value
0.930
40
18
—
AIG Small-Cap Quality Fund
Small Growth
1.050
96
93
—
AIG Strategic Value Fund
Large Value
1.450
90
93
88
AINN Fund
Large Blend
4.530
—
—
—
AMF Large Cap Equity Fund
Large Blend
1.940
80
65
77
AMG FQ Tax-Managed US Equity Fund
Large Blend
0.890
76
83
62
AMG Frontier Small Cap Growth Fund
Small Growth
0.960
26
36
56
AMG GW&K International Small Cap Fd
Small Growth
0.990
99
97
81
AMG GW&K Mid Cap Fd
Mid-Cap Growth
0.720
87
88
86
AMG GW&K Small Cap Core Fund
Small Growth
1.300
90
82
79
AMG GW&K Small Cap Value Fd
Small Blend
1.160
87
91
68
AMG GW&K Small/Mid Cap Fund
Mid-Cap Growth
0.870
80
86
—
AMG Managers Brandywine Blue Fund
Large Growth
1.150
54
46
87
AMG Managers Brandywine Fund
Mid-Cap Growth
1.100
66
66
89
AMG Managers Emerging Opportunities Fund
Small Growth
1.230
77
65
67
AMG Managers Fairpointe Mid Cap Fund
Mid-Cap Value
1.150
93
91
87
AMG Managers LMCG Small Cap Growth Fund
Small Growth
1.300
49
82
77
AMG Managers Montag & Caldwell Gr Fd
Large Growth
1.170
57
78
79
AMG Managers Silvercrest Small Cap Fund
Small Blend
1.150
87
78
—
AMG Managers Special Equity Fund
Small Growth
1.360
47
46
44
AMG Renaissance Large Cap Growth Fund
Large Growth
0.670
77
74
66
AMG River Road Dividend All Cap Value Fd
Large Value
1.070
77
81
81
AMG River Road Focused Absolute Value Fd
Mid-Cap Blend
0.820
41
30
—
AMG River Road Small Cap Value Fund
Small Blend
1.380
45
33
64
AMG River Road Small-Mid Cap Value Fund
Small Blend
1.340
32
14
43
AMG SouthernSun Small Cap Fund
Small Blend
1.250
66
55
78
AMG SouthernSun US Equity Fund
Mid-Cap Blend
1.000
84
86
—
AMG TimesSquare Mid Cap Growth Fund
Mid-Cap Growth
0.980
39
37
36
AMG TimesSquare Small Cap Growth Fund
Small Growth
0.990
49
54
50
AMG Yacktman Focused Fd Sec Selectn Only
Large Blend
1.090
37
—
—
AMG Yacktman Focused Fund
Large Value
1.290
1
3
5
AMG Yacktman Fund
Large Value
0.750
3
5
13
AQR Large Cap Defensive Style Fund
Large Blend
0.390
45
31
—
AQR Large Cap Momentum Style Fund
Large Growth
0.400
75
81
75
AQR Large Cap Multi-Style Fund
Large Blend
0.390
89
89
—
AQR Small Cap Momentum Style Fund
Small Growth
0.600
79
81
75
AQR Small Cap Multi-Style Fund
Small Blend
0.600
49
56
—
AQR TM Large Cap Momentum Style Fund
Large Growth
0.400
72
80
—
AQR TM Large Cap Multi-Style Fund
Large Blend
0.350
83
82
—
AQR TM Small Cap Momentum Style Fund
Small Growth
0.600
73
78
—
AQR TM Small Cap Multi-Style Fund
Small Blend
0.550
57
67
—
AXS Alternative Value Fd
Large Value
0.850
5
—
—
AXS Thomson Reuters Prvt Eq Ret Trckr Fd
Large Blend
1.510
47
37
—
AXS Thomson Reuters Vntr CptlRetTrckr Fd
Large Growth
1.510
3
2
—
Aasgard Small & Mid-Cap Fund
Mid-Cap Blend
1.000
74
—
—
Aberdeen US Mid Cap Equity Fund
Mid-Cap Growth
1.000
67
—
—
Aberdeen US Small Cap Equity Fund
Small Growth
1.110
83
78
65
Aberdeen US Sust Ldrs Smlr Coms Fd
Large Growth
1.900
—
—
—
Aberdeen US Sustainable Leaders Fund
Large Growth
1.190
71
68
90
Acclivity Mid Cap Multi-Style Fund
Mid-Cap Blend
0.450
—
—
—
Acclivity Small Cap Value Fund
Small Value
0.490
—
—
—
Acuitas US Microcap Fund
Small Blend
1.500
52
59
—
Adaptive Fundamental Growth Fund
Mid-Cap Growth
1.260
97
95
—
Adirondack Small Cap Fund
Small Value
1.360
93
96
86
Adler Value Fund
Large Value
1.310
—
—
—
Aegis Value Fund
Small Value
1.500
7
1
32
Akre Focus Fd
Large Growth
1.050
55
32
14
Al Frank Fund
Large Value
1.490
17
16
45
Alger 25 Fund
Large Growth
0.550
18
—
—
Alger 35 Fund
Large Growth
0.650
—
—
—
Alger Capital Appreciation Fund
Large Growth
1.210
29
32
25
Alger Capital Appreciation Instl Fd
Large Growth
1.160
29
32
25
Alger Capital Appreciation Portfolio
Large Growth
0.940
23
28
21
Alger Focus Equity Fund
Large Growth
0.890
13
13
22
Alger Growth & Income Fund
Large Blend
1.070
53
56
53
Alger Growth & Income Portfolio
Large Blend
1.020
52
52
45
Alger Large Cap Growth Portfolio Fund
Large Growth
0.890
7
10
26
Alger Mid Cap Focus Fund new
Mid-Cap Growth
0.990
—
—
—
Alger Mid Cap Growth Fund
Mid-Cap Growth
2.040
19
22
49
Alger Mid Cap Growth Portfolio Fund
Mid-Cap Growth
1.010
16
15
31
Alger MidCap Growth Institutional Fund
Mid-Cap Growth
1.350
18
17
25
Alger Responsible Investing Fund
Large Growth
1.350
42
49
71
Alger Small Cap Focus Fund
Small Growth
1.180
11
9
10
Alger Small Cap Growth Fund
Small Growth
2.190
13
15
38
Alger Small Cap Growth Portfolio
Small Growth
0.980
10
11
21
Alger SmallCap Growth Institutional Fund
Small Growth
1.350
12
12
25
Alger Spectra Fund
Large Growth
1.190
26
31
24

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