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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 Blend1.60 Tril1.26%6951410.140%$3,000No LoadLimited
Vanguard 500 Index InvestorVFINXLarge Blend1.11 Tril1.24%2625160.140%No LoadLimited
Fidelity 500 IndexFXAIXLarge Blend534.04 Bil1.31%231990.015%No LoadOpen
American Funds Growth Fund of Amer F2GFFFXLarge Growth263.55 Bil0.67%6054540.400%$250No LoadOpen
American Funds Growth Fund of Amer 529F2FAFGXLarge Growth263.55 Bil600.410%$250No LoadOpen
American Funds Growth Fund of Amer 529F3FFAFXLarge Growth263.55 Bil590.350%$250No LoadOpen
American Funds Growth Fund of Amer 529FCGFFXLarge Growth258.20 Bil5953550.730%$250No LoadOpen
American Funds Growth Fund of Amer F1GFAFXLarge Growth258.20 Bil0.45%6257610.670%$250No LoadOpen
Vanguard Growth Index InvestorVIGRXLarge Growth226.52 Bil0.43%3015210.170%$3,000No LoadLimited
American Funds Washington Mutual 529-F-3FWWMXLarge Blend173.11 Bil110.330%$250No LoadOpen
American Funds Washington Mutual 529-F-2FWMMXLarge Blend173.11 Bil110.360%$250No LoadOpen
American Funds Washington Mutual F2WMFFXLarge Blend173.11 Bil1.65%1165550.380%$250No LoadOpen
American Funds Washington Mutual 529F1CWMFXLarge Blend172.51 Bil1266560.700%$250No LoadOpen
American Funds Washington Mutual F1WSHFXLarge Blend172.51 Bil1.43%1569620.640%$250No LoadOpen
Vanguard Value Index InvVIVAXLarge Value170.60 Bil2.25%2737190.170%$3,000No LoadLimited
Vanguard Mid Cap Index InvestorVIMSXMid-Cap Blend166.71 Bil1.38%6448240.170%$3,000No LoadLimited
Vanguard Small Cap Index InvNAESXSmall Blend145.28 Bil1.31%5144190.170%$3,000No LoadLimited
Fidelity ContrafundFCNTXLarge Growth135.90 Bil0.42%416210.390%No LoadOpen
American Funds Invmt Co of Amer 529-F-2FCIAXLarge Blend132.42 Bil70.360%$250No LoadOpen
American Funds Invmt Co of Amer F2ICAFXLarge Blend132.42 Bil1.44%740510.370%$250No LoadOpen
American Funds Invmt Co of Amer 529-F-3FAOOXLarge Blend132.42 Bil70.320%$250No LoadOpen
American Funds Fundamental Invs F2FINFXLarge Blend131.40 Bil1.19%3158410.380%$250No LoadOpen
American Funds Fundamental Invs 529-F-2FFXFXLarge Blend131.40 Bil310.370%$250No LoadOpen
American Funds Fundamental Invs 529-F-3FEEFXLarge Blend131.40 Bil290.330%$250No LoadOpen
American Funds Invmt Co of Amer 529FCICFXLarge Blend130.85 Bil842520.700%$250No LoadOpen
American Funds Invmt Co of Amer F1AICFXLarge Blend130.85 Bil1.21%1049580.640%$250No LoadOpen
American Funds Fundamental Invs 529F1CFNFXLarge Blend129.70 Bil3259430.710%$250No LoadOpen
American Funds Fundamental Invs F1AFIFXLarge Blend129.70 Bil0.96%3864500.650%$250No LoadOpen
Strategic Advisers Fidelity US TtlStkFCTDXLarge Blend112.47 Bil0.94%42140.350%No LoadOpen
Dodge & Cox Stock XDOXGXLarge Value109.91 Bil1.45%0.410%$2,500No LoadOpen
Vanguard Extended Market Index InvestorVEXMXMid-Cap Blend103.55 Bil1.09%9975590.190%$3,000No LoadLimited
American Funds American Mutual 529FCMLFXLarge Value93.60 Bil4249270.700%$250No LoadOpen
American Funds American Mutual F1AMFFXLarge Value93.60 Bil1.93%4656330.640%$250No LoadOpen
American Funds American Mutual F2AMRFXLarge Value93.46 Bil2.16%4151260.380%$250No LoadOpen
American Funds American Mutual 529-F-3FFFMXLarge Value93.46 Bil390.330%$250No LoadOpen
American Funds American Mutual 529-F-2FFMMXLarge Value93.46 Bil410.360%$250No LoadOpen
Fidelity Total Market IndexFSKAXLarge Blend90.96 Bil1.28%6648370.015%No LoadOpen
Schwab® S&P 500 IndexSWPPXLarge Blend87.83 Bil1.29%2419110.020%No LoadOpen
American Funds AMCAP 529-F-3FMCMXLarge Growth82.91 Bil670.400%$250No LoadOpen
American Funds AMCAP F2AMCFXLarge Growth82.91 Bil0.82%6787850.440%$250No LoadOpen
American Funds AMCAP 529-F-2FMMMXLarge Growth82.91 Bil670.460%$250No LoadOpen
American Funds AMCAP F1AMPFXLarge Growth81.37 Bil0.42%6988880.730%$250No LoadOpen
American Funds AMCAP 529F1CAFFXLarge Growth81.37 Bil6887860.790%$250No LoadOpen
Vanguard PRIMECAP InvVPMCXLarge Blend75.93 Bil0.95%635040.380%$3,000No LoadClosed
Fidelity Series Total Market IndexFCFMXLarge Blend68.66 Bil1.32%65No LoadOpen
Strategic Advisers Large CapFALCXLarge Blend62.96 Bil1.13%1910160.240%No LoadOpen
Fidelity Growth Company FundFDGRXLarge Growth60.97 Bil36120.720%No LoadLimited
Vanguard Windsor™ II InvVWNFXLarge Value60.80 Bil1.46%376120.340%$3,000No LoadOpen
Fidelity Blue Chip GrowthFBGRXLarge Growth60.61 Bil40240.480%No LoadOpen
T. Rowe Price Blue Chip GrowthTRBCXLarge Growth58.00 Bil6971330.710%$2,500No 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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