U.S. Equity Funds

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
T. Rowe Price Blue Chip Growth Advisor	PABGX	Large Growth	57.73 Bil	—	73	76	41	0.970%	$2,500	No Load	Open
Vanguard Equity-Income Inv	VEIPX	Large Value	57.32 Bil	2.60%	28	41	21	0.270%	$3,000	No Load	Open
Vanguard Small Cap Value Index Inv	VISVX	Small Value	55.51 Bil	1.90%	37	43	17	0.190%	$3,000	No Load	Limited
Vanguard Dividend Growth Inv	VDIGX	Large Blend	53.91 Bil	1.60%	59	79	62	0.300%	$3,000	No Load	Open
Vanguard Large Cap Index Investor	VLACX	Large Blend	50.66 Bil	1.22%	45	30	20	0.170%	$3,000	No Load	Limited
T. Rowe Price Growth Stock Adv	TRSAX	Large Growth	47.85 Bil	—	85	83	62	0.930%	$2,500	No Load	Open
T. Rowe Price Growth Stock	PRGFX	Large Growth	47.85 Bil	—	84	80	58	0.670%	$2,500	No Load	Open
Vanguard US Growth Investor	VWUSX	Large Growth	43.79 Bil	0.25%	89	58	38	0.300%	$3,000	No Load	Open
TIAA-CREF Equity Index W	TEQWX	Large Blend	43.21 Bil	1.37%	61	44	—	—	—	No Load	Open
TIAA-CREF Equity Index Premier	TCEPX	Large Blend	43.21 Bil	1.18%	67	50	42	0.200%	—	No Load	Open
TIAA-CREF Equity Index Retail	TINRX	Large Blend	43.21 Bil	1.09%	70	54	46	0.320%	$2,500	No Load	Open
TIAA-CREF Equity Index Advisor	TEIHX	Large Blend	43.21 Bil	1.25%	66	50	—	0.150%	—	No Load	Open
Fidelity Extended Market Index	FSMAX	Mid-Cap Blend	39.85 Bil	1.10%	98	73	54	0.035%	—	No Load	Open
Columbia Dividend Income Adv	CVIRX	Large Value	39.39 Bil	1.71%	31	27	7	0.650%	$2,000	No Load	Open
iShares S&P 500 Index Service	BSPSX	Large Blend	38.49 Bil	1.17%	29	30	20	0.220%	$5,000	No Load	Open
iShares S&P 500 Index Investor A	BSPAX	Large Blend	38.49 Bil	1.06%	32	35	26	0.350%	$1,000	No Load	Open
Vanguard Small Cap Growth Index Inv	VISGX	Small Growth	35.58 Bil	0.55%	55	59	63	0.190%	$3,000	No Load	Limited
Fidelity Mid Cap Index	FSMDX	Mid-Cap Blend	34.94 Bil	1.28%	61	39	20	0.025%	—	No Load	Open
Fidelity Magellan	FMAGX	Large Growth	33.46 Bil	0.33%	15	37	56	0.420%	—	No Load	Open
T. Rowe Price Mid-Cap Growth	RPMGX	Mid-Cap Growth	30.20 Bil	0.05%	28	61	24	0.770%	$2,500	No Load	Open
T. Rowe Price Equity Index 500	PREIX	Large Blend	30.07 Bil	1.21%	27	27	20	0.200%	$2,500	No Load	Open
T. Rowe Price Mid-Cap Growth Adv	PAMCX	Mid-Cap Growth	29.64 Bil	—	33	67	33	1.020%	$2,500	No Load	Open
T. Rowe Price Value Adv	PAVLX	Large Value	29.51 Bil	1.05%	63	24	30	0.950%	$2,500	No Load	Open
T. Rowe Price Value	TRVLX	Large Value	29.51 Bil	1.17%	56	19	23	0.700%	$2,500	No Load	Open
Vanguard Mid-Cap Value Index Investor	VMVIX	Mid-Cap Value	29.18 Bil	2.03%	54	53	37	0.190%	$3,000	No Load	Limited
Fidelity OTC	FOCPX	Large Growth	29.15 Bil	0.05%	36	9	3	0.790%	—	No Load	Open
Parnassus Core Equity Investor	PRBLX	Large Blend	28.65 Bil	0.49%	59	31	33	0.820%	$2,000	No Load	Open
Fidelity Low-Priced Stock	FLPSX	Mid-Cap Value	28.57 Bil	1.62%	29	15	15	0.910%	—	No Load	Open
Harbor Capital Appreciation Admin	HRCAX	Large Growth	27.19 Bil	—	59	25	17	0.930%	$50,000	No Load	Open
Harbor Capital Appreciation Inv	HCAIX	Large Growth	27.19 Bil	—	61	28	18	1.040%	$2,500	No Load	Open
Fidelity Small Cap Index	FSSNX	Small Blend	26.78 Bil	1.36%	89	77	57	0.025%	—	No Load	Open
AB Large Cap Growth Advisor	APGYX	Large Growth	25.63 Bil	0.09%	28	23	9	0.600%	—	No Load	Open
Vanguard Mid-Cap Growth Index Investor	VMGIX	Mid-Cap Growth	25.18 Bil	0.57%	34	43	44	0.190%	$3,000	No Load	Limited
Vanguard Windsor Investor Shares	VWNDX	Large Value	24.65 Bil	1.69%	29	11	25	0.420%	$3,000	No Load	Open
T. Rowe Price Dividend Growth Advisor	TADGX	Large Blend	24.04 Bil	0.84%	60	68	48	0.900%	$2,500	No Load	Open
T. Rowe Price Dividend Growth	PRDGX	Large Blend	24.04 Bil	1.07%	49	63	38	0.640%	$2,500	No Load	Open
T. Rowe Price New Horizons	PRNHX	Mid-Cap Growth	23.07 Bil	—	90	71	11	0.790%	$2,500	No Load	Open
Six Circles U.S. Unconstrained Equity	CUSUX	Large Blend	22.78 Bil	1.07%	30	12	—	0.060%	—	No Load	Open
Vanguard Explorer Inv	VEXPX	Small Growth	22.78 Bil	0.48%	23	26	24	0.450%	$3,000	No Load	Open
Fidelity Large Cap Growth Idx	FSPGX	Large Growth	22.73 Bil	0.66%	13	11	—	0.035%	—	No Load	Open
Vanguard Capital Opportunity Inv	VHCOX	Large Growth	22.49 Bil	0.63%	52	72	61	0.430%	$3,000	No Load	Limited
American Century Ultra® G	AULNX	Large Growth	22.45 Bil	—	33	—	—	—	—	No Load	Open
American Century Ultra® Inv	TWCUX	Large Growth	22.45 Bil	—	45	14	9	0.910%	$2,500	No Load	Open
Schwab Total Stock Market Index	SWTSX	Large Blend	22.41 Bil	1.28%	67	49	39	0.030%	—	No Load	Open
Oakmark Investor	OAKMX	Large Value	22.12 Bil	0.92%	4	2	1	0.910%	—	No Load	Open
Janus Henderson Research S	JRASX	Large Growth	21.92 Bil	—	27	41	52	1.040%	$2,500	No Load	Open
Janus Henderson Research D	JNRFX	Large Growth	21.92 Bil	0.04%	21	32	40	0.620%	$2,500	No Load	Limited
Janus Henderson Research T	JAMRX	Large Growth	21.92 Bil	—	23	34	41	0.770%	$2,500	No Load	Open
Janus Henderson Enterprise D	JANEX	Mid-Cap Growth	21.08 Bil	—	8	29	5	0.800%	$2,500	No Load	Open
Janus Henderson Enterprise T	JAENX	Mid-Cap Growth	21.08 Bil	—	8	30	7	0.910%	$2,500	No Load	Open

U.S. Equity Funds - Default List Criteria

Sponsor Center

Sponsor Center

How we make money

How we use your personal data

How we approach editorial content