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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Matthew 25 | MXXVX | Large Blend | 279.86 Mil | 0.66% | 99 | 98 | 95 | 1.100% | $10,000 | No Load | Open |
| Hennessy Cornerstone Value Investor | HFCVX | Large Value | 278.43 Mil | 3.45% | 22 | 66 | 80 | 1.230% | $2,500 | No Load | Open |
| Commerce Value | CFVLX | Large Value | 278.05 Mil | 2.47% | 92 | 87 | 60 | 0.710% | $1,000 | No Load | Open |
| BNY Mellon Opportunistic Small Cap Inv | DSCVX | Small Blend | 276.85 Mil | 0.41% | 96 | 93 | 92 | 1.140% | $2,500 | No Load | Open |
| Palm Valley Capital Investor | PVCMX | Small Value | 272.94 Mil | 2.78% | 39 | 85 | — | 1.260% | $2,500 | No Load | Open |
| PACE Small/Medium Co Val Eq P2 | PVETX | Small Value | 271.93 Mil | — | — | — | — | 0.670% | — | No Load | Open |
| PACE Small/Medium Co Value Equity P | PCSVX | Small Value | 271.93 Mil | 0.68% | 83 | 60 | 49 | 1.050% | $10,000 | No Load | Open |
| UBS US Quality Growth At Rsnbl Prc P | QGRPX | Large Growth | 271.74 Mil | 0.40% | 29 | — | — | 0.500% | $1,000 | No Load | Open |
| VOYA VACS Index Series SC Portfolio | VVICX | Small Blend | 271.57 Mil | — | — | — | — | 0.150% | — | No Load | Open |
| Columbia Disciplined Growth Adv | CGQFX | Large Growth | 271.41 Mil | — | 5 | 22 | — | 0.810% | $2,000 | No Load | Open |
| GoodHaven | GOODX | Mid-Cap Value | 270.96 Mil | 0.79% | 1 | 3 | 90 | 1.100% | $10,000 | No Load | Open |
| Payson Total Return | PBFDX | Large Blend | 270.01 Mil | 0.57% | 25 | 6 | 38 | 0.820% | $2,000 | No Load | Open |
| Driehaus Micro Cap Growth | DMCRX | Small Growth | 268.98 Mil | 0.82% | 36 | 3 | 1 | 1.410% | $10,000 | No Load | Limited |
| Shelton S&P 500 Index Investor | SPFIX | Large Blend | 266.41 Mil | 1.03% | 30 | 36 | 25 | 0.410% | $1,000 | No Load | Open |
| Touchstone Small Cap Y | TSFYX | Small Blend | 265.28 Mil | 0.19% | 4 | 20 | 84 | 1.000% | $2,500 | No Load | Open |
| Wilshire 5000 Index Invmt | WFIVX | Large Blend | 261.96 Mil | 0.95% | 61 | 58 | 49 | 0.600% | $1,000 | No Load | Open |
| BlackRock Exchange BlackRock | STSEX | Large Blend | 261.91 Mil | 0.99% | 1 | 7 | 45 | 0.770% | — | No Load | Open |
| William Blair Growth N | WBGSX | Large Growth | 261.68 Mil | — | 56 | 51 | 53 | 1.200% | $2,500 | No Load | Open |
| AB Select US Equity Advisor | AUUYX | Large Blend | 257.71 Mil | 0.29% | 22 | 27 | 22 | 1.250% | — | No Load | Open |
| Prospector Opportunity | POPFX | Mid-Cap Blend | 254.60 Mil | 0.14% | 38 | 67 | 25 | 1.260% | $10,000 | No Load | Open |
| Neuberger Berman Multi-Cap Opp E | NMUEX | Large Blend | 254.33 Mil | 0.95% | — | — | — | 0.120% | — | No Load | Open |
| Guggenheim StylePlus - Large Core P | SFEPX | Large Blend | 250.23 Mil | 2.26% | 57 | 57 | — | 1.480% | — | No Load | Open |
| Wilshire Large Company Growth Invmt | DTLGX | Large Growth | 249.77 Mil | 0.08% | 41 | 42 | 42 | 1.300% | $2,500 | No Load | Open |
| AMG GW&K Small Cap Value N | SKSEX | Small Blend | 247.75 Mil | 0.66% | 41 | 48 | 82 | 1.150% | $2,000 | No Load | Open |
| Segall Bryant & Hamill Small Cap Gr Ret | WTSGX | Small Growth | 247.11 Mil | — | 61 | 32 | 21 | 1.040% | $2,500 | No Load | Open |
| Homestead Small Company Stock | HSCSX | Small Blend | 245.23 Mil | 0.08% | 55 | 45 | 88 | 1.070% | $500 | No Load | Open |
| Homestead Stock Index | HSTIX | Large Blend | 244.35 Mil | 0.98% | 31 | 38 | 32 | 0.440% | $500 | No Load | Open |
| Muhlenkamp | MUHLX | Large Value | 242.87 Mil | 0.85% | 3 | 4 | 91 | 1.170% | $1,500 | No Load | Open |
| BNY Mellon Income Stock M | MPISX | Large Value | 241.74 Mil | 1.99% | 4 | 18 | 11 | 0.860% | $10,000 | No Load | Open |
| BNY Mellon Income Stock Inv | MIISX | Large Value | 241.74 Mil | 1.72% | 5 | 22 | 15 | 1.110% | $10,000 | No Load | Open |
| Sit Dividend Growth S | SDVSX | Large Blend | 241.28 Mil | 1.10% | 66 | 67 | 71 | 0.950% | $5,000 | No Load | Open |
| Franklin U.S. Large Cap Equity FI | LMUSX | Large Blend | 239.61 Mil | 0.39% | 29 | 38 | 57 | 1.050% | — | No Load | Open |
| GuideStone Funds Growth Equity Index Inv | GEIZX | Large Growth | 238.20 Mil | 0.49% | — | — | — | 0.480% | $1,000 | No Load | Open |
| PACE Small/Medium Co Growth Equity P | PCSGX | Small Growth | 238.16 Mil | — | 57 | 45 | 51 | 1.080% | $10,000 | No Load | Open |
| PACE Small/Medium Co Gr Eq P2 | PUMTX | Small Growth | 238.16 Mil | — | — | — | — | 0.730% | — | No Load | Open |
| Hillman Value No Load | HCMAX | Large Value | 237.92 Mil | 0.46% | 73 | 35 | 8 | 0.950% | $5,000 | No Load | Open |
| Thrivent Small Cap Growth S | TSCGX | Small Growth | 236.38 Mil | — | 38 | 21 | — | 0.950% | $2,000 | No Load | Open |
| DF Dent Premier Growth Investor | DFDPX | Large Growth | 236.27 Mil | — | 87 | 89 | 69 | 0.990% | $2,500 | No Load | Open |
| Voya Index Plus SmallCap Port S | IPSSX | Small Blend | 233.98 Mil | 0.71% | 36 | 53 | 53 | 0.850% | — | No Load | Open |
| Dean Small Cap Value | DASCX | Small Value | 233.63 Mil | 1.84% | 69 | 86 | 71 | 1.140% | $1,000 | No Load | Open |
| Transamerica Mid Cap Growth R4 | TMIFX | Mid-Cap Growth | 231.78 Mil | — | 62 | 71 | 90 | 0.950% | $5,000 | No Load | Open |
| VY® Invesco Comstock S | IVKSX | Large Value | 231.33 Mil | 1.45% | 11 | 23 | 34 | 0.950% | — | No Load | Open |
| Bridges Investment Fund | BRGIX | Large Growth | 231.28 Mil | — | 42 | 50 | 73 | 0.730% | $1,000 | No Load | Open |
| DWS ESG Core Equity S | DESSX | Large Blend | 231.04 Mil | 0.88% | 4 | 4 | 81 | 0.550% | $2,500 | No Load | Open |
| Quantified Common Ground Investor | QCGDX | Mid-Cap Blend | 229.94 Mil | 0.21% | 7 | — | — | 1.800% | $10,000 | No Load | Open |
| Commerce Growth | CFGRX | Large Growth | 228.38 Mil | 0.25% | 25 | 33 | 24 | 0.720% | $1,000 | No Load | Open |
| Frost Growth Equity Investor | FACEX | Large Growth | 225.02 Mil | — | 27 | 35 | 27 | 0.880% | $2,500 | No Load | Open |
| Huber Select Large Cap Value Inv | HULIX | Large Value | 224.89 Mil | 0.69% | 1 | 4 | 28 | 1.390% | $5,000 | No Load | Open |
| Diamond Hill Small Cap Inv | DHSCX | Small Value | 223.34 Mil | 2.08% | 20 | 50 | 76 | 1.260% | $2,500 | No Load | Open |
| Needham Growth Retail | NEEGX | Mid-Cap Growth | 220.88 Mil | — | 2 | 2 | 9 | 1.750% | $2,000 | No Load | Open |
U.S. Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.