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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
65
67
—
13D Activist Fund
Mid-Cap Blend
1.510
31
10
—
AAM/Bahl & Gaynor Income Growth Fund
Large Blend
0.840
86
89
—
AAMA Equity Fund
Large Blend
1.210
87
—
—
AB Concentrated Growth Fund
Large Growth
0.780
35
47
31
AB Core Opportunities Fund
Large Blend
1.110
93
93
76
AB Discovery Growth Fund
Mid-Cap Growth
0.960
29
15
21
AB Discovery Value Fund
Small Value
0.900
63
47
55
AB Equity Income Fund
Large Value
1.000
63
69
73
AB FlexFee Large Cap Growth Portfolio
Large Growth
0.100
27
—
—
AB FlexFee US Thematic Portfolio
Large Growth
1.100
34
—
—
AB Growth Fund
Large Growth
1.170
41
36
29
AB Large Cap Growth Fund
Large Growth
0.860
32
36
21
AB Relative Value Fund
Large Value
0.900
47
39
19
AB Select US Equity Portfolio
Large Blend
1.260
49
36
—
AB Small Cap Core Portfolio
Small Blend
0.870
66
66
—
AB Small Cap Growth Portfolio
Small Growth
1.170
15
10
8
AB Small Cap Value Portfolio
Small Value
0.960
34
33
—
AB Value Fund
Large Value
0.740
88
91
92
AIG ESG Dividend Fund
Mid-Cap Value
0.930
62
—
—
AIG Focused Alpha Large-Cap Fund
Large Blend
1.650
57
11
38
AIG Focused Dividend Strategy Fund
Large Value
1.090
96
97
45
AIG Focused Growth Fund
Large Growth
1.130
60
46
65
AIG Select Dividend Growth Fund
Large Value
0.930
20
17
—
AIG Small-Cap Quality Fund
Small Growth
1.050
99
91
—
AIG Strategic Value Fund
Large Value
1.500
92
92
87
AINN Fund
Large Blend
4.530
—
—
—
AMF Large Cap Equity Fund
Large Blend
1.940
80
81
73
AMG Boston Common Global Impact Fund
Mid-Cap Growth
1.110
61
55
92
AMG Frontier Small Cap Growth Fund
Small Growth
0.950
20
26
47
AMG GW&K Small Cap Core Fund
Small Growth
1.300
86
85
76
AMG GW&K Small Cap Fund II
Small Growth
1.300
68
75
86
AMG GW&K Small Cap Value Fd
Small Blend
1.150
82
92
55
AMG GW&K Small Cap Value II
Small Blend
1.150
85
83
—
AMG GW&K Small/Mid Cap Fund
Mid-Cap Growth
0.910
65
79
—
AMG Montrusco Bolton Large Cap Growth Fd
Large Growth
1.160
49
84
80
AMG Renaissance Large Cap Growth Fund
Large Growth
0.660
67
76
61
AMG River Road Dividend All Cap Value Fd
Large Value
1.070
81
93
83
AMG River Road Focused Absolute Value Fd
Mid-Cap Blend
0.820
69
61
—
AMG River Road Mid Cap Value Fund
Mid-Cap Value
1.150
95
97
91
AMG River Road Small Cap Value Fund
Small Blend
1.370
60
56
61
AMG River Road Small-Mid Cap Value Fund
Small Blend
1.320
49
39
40
AMG TimesSquare Mid Cap Growth Fund
Mid-Cap Growth
0.980
46
52
42
AMG TimesSquare Small Cap Growth Fund
Small Growth
0.990
60
64
58
AMG Veritas Asia Pacific Fund
Small Growth
1.360
49
51
51
AMG Veritas Global Focus Fund
Large Blend
0.890
87
87
67
AMG Veritas Global Real Return Fund
Large Growth
1.170
65
53
91
AMG Yacktman Focused Fd Sec Selectn Only
Large Blend
1.080
32
—
—
AMG Yacktman Focused Fund
Large Value
1.280
4
6
11
AMG Yacktman Fund
Large Value
0.740
6
12
17
AQR Large Cap Defensive Style Fund
Large Blend
0.400
67
65
—
AQR Large Cap Momentum Style Fund
Large Growth
0.400
86
86
80
AQR Large Cap Multi-Style Fund
Large Blend
0.400
91
83
—
AQR Small Cap Momentum Style Fund
Small Growth
0.600
78
74
74
AQR Small Cap Multi-Style Fund
Small Blend
0.600
44
49
—
AXS Alternative Value Fd
Large Value
0.850
13
—
—
AXS Thomson Reuters Prvt Eq Ret Trckr Fd
Large Blend
1.510
33
33
—
AXS Thomson Reuters Vntr CptlRetTrckr Fd
Large Growth
1.510
3
1
—
Aasgard Small & Mid-Cap Fund
Mid-Cap Blend
1.000
81
—
—
Aberdeen US Small Cap Equity Fund
Small Growth
1.120
67
88
54
Aberdeen US Sust Ldrs Smlr Coms Fd
Small Growth
1.900
—
—
—
Aberdeen US Sustainable Leaders Fund
Large Growth
1.190
69
80
91
Acclivity Mid Cap Multi-Style Fund
Mid-Cap Blend
0.490
—
—
—
Acclivity Small Cap Value Fund
Small Value
0.540
—
—
—
Acuitas US Microcap Fund
Small Blend
1.500
14
13
—
Adaptive Fundamental Growth Fund
Mid-Cap Growth
1.260
100
99
—
Adirondack Small Cap Fund
Small Value
1.360
95
93
85
Adler Value Fund
Large Value
1.310
—
—
—
Aegis Value Fund
Small Value
1.500
21
3
56
Akre Focus Fd
Large Growth
1.050
52
39
9
Al Frank Fund
Large Value
1.490
11
9
41
Alger 35 Fund
Large Growth
0.550
6
—
—
Alger Capital Appreciation Fund
Large Growth
1.170
29
31
28
Alger Capital Appreciation Instl Fd
Large Growth
1.130
29
31
28
Alger Capital Appreciation Portfolio
Large Growth
0.930
21
24
22
Alger Focus Equity Fund
Large Growth
0.930
12
13
18
Alger Growth & Income Fund
Large Blend
1.060
47
56
47
Alger Growth & Income Portfolio
Large Blend
1.000
44
53
46
Alger Large Cap Growth Portfolio Fund
Large Growth
0.860
6
10
26
Alger Mid Cap Focus Fund new
Mid-Cap Growth
0.840
—
—
—
Alger Mid Cap Growth Fund
Mid-Cap Growth
2.030
17
21
53
Alger Mid Cap Growth Portfolio Fund
Mid-Cap Growth
0.960
14
16
34
Alger MidCap Growth Institutional Fund
Mid-Cap Growth
1.350
15
16
30
Alger Responsible Investing Fund
Large Growth
1.360
37
51
70
Alger Small Cap Focus Fund
Small Growth
1.150
24
12
19
Alger Small Cap Growth Fund
Small Growth
2.070
12
14
47
Alger Small Cap Growth Portfolio
Small Growth
0.960
10
11
28
Alger SmallCap Growth Institutional Fund
Small Growth
1.300
10
11
29
Alger Spectra Fund
Large Growth
1.400
33
37
29
Alger Weatherbie Specialized Growth Fund
Mid-Cap Growth
1.270
11
8
16
Alger Weatherbie Specialized Growth Port
Mid-Cap Growth
1.050
10
7
12
AlphaMark Fund
Large Blend
1.520
99
96
92
Alta Quality Growth Fund
Large Growth
0.790
—
—
—
Amana Growth Fund
Large Growth
0.990
25
30
58
Amana Income Fund
Large Blend
1.040
73
88
89
AmericaFirst Income Fund
Large Value
2.290
99
100
100
AmericaFirst Large Cap Shr Buyback Fund
Large Blend
2.090
98
—
—
American Beacon ARK Transfmt Innov Fd
Mid-Cap Growth
1.000
2
—
—
American Beacon Bahl&Gaynor SmCpGr Fd
Small Growth
0.980
97
93
—
American Beacon Bridgeway Large Cp Gr Fd
Large Growth
0.810
81
63
41

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