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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Voya VACS Series MCV Fund | VVJEX | Mid-Cap Value | 146.82 Mil | 1.18% | — | — | — | — | — | No Load | Open |
| City National Rochdale Equity Income N | RIMHX | Large Value | 145.94 Mil | 2.80% | 93 | 99 | 99 | 1.270% | — | No Load | Open |
| Azzad Ethical | ADJEX | Mid-Cap Growth | 145.24 Mil | — | 34 | 55 | 80 | 0.990% | $1,000 | No Load | Open |
| Needham Small Cap Growth Retail | NESGX | Small Growth | 145.13 Mil | — | 86 | 10 | 13 | 1.880% | $2,000 | No Load | Open |
| Aspiration Redwood | REDWX | Large Blend | 144.95 Mil | 0.41% | 90 | 84 | — | 1.300% | $10 | No Load | Open |
| Goldman Sachs Small/Mid Cap Value P | GSVPX | Mid-Cap Blend | 144.72 Mil | 0.87% | 74 | 72 | — | 0.830% | — | No Load | Open |
| Goldman Sachs Small/Mid Cap Value Inv | GMVIX | Mid-Cap Blend | 144.72 Mil | 0.76% | 75 | 77 | 82 | 0.920% | — | No Load | Open |
| LSV Conservative Value Equity Investor | LVAVX | Large Value | 144.64 Mil | 2.08% | 38 | 60 | — | 0.600% | $1,000 | No Load | Open |
| Pzena Mid Cap Value Investor | PZVMX | Mid-Cap Value | 144.59 Mil | 0.90% | 33 | 17 | 21 | 1.250% | $5,000 | No Load | Open |
| Buffalo Mid Cap | BUFMX | Mid-Cap Growth | 140.64 Mil | — | 58 | 58 | 81 | 1.030% | $2,500 | No Load | Open |
| Touchstone Large Company Growth Y | TLGYX | Large Growth | 137.14 Mil | — | 44 | 51 | — | 0.830% | $2,500 | No Load | Open |
| Meehan Focus | MEFOX | Large Blend | 135.91 Mil | 0.33% | 3 | 1 | 32 | 1.010% | $5,000 | No Load | Open |
| Fidelity Founders | FIFNX | Large Growth | 135.86 Mil | 0.09% | 53 | 22 | — | 0.680% | — | No Load | Open |
| MassMutual Growth Opps Adm | MAGLX | Large Growth | 135.09 Mil | — | 95 | 90 | 83 | 1.150% | — | No Load | Open |
| Touchstone Growth Opportunities Y | TGVYX | Large Growth | 134.45 Mil | — | 21 | 14 | 40 | 1.010% | $2,500 | No Load | Open |
| Kinetics Market Opportunities No Load | KMKNX | Mid-Cap Growth | 134.35 Mil | 0.73% | 6 | 2 | 4 | 1.400% | $2,500 | No Load | Open |
| MassMutual Growth Opps Svc | MAGYX | Large Growth | 134.32 Mil | — | 94 | 89 | 82 | 1.050% | — | No Load | Open |
| TCW Relative Value Large Cap N | TGDVX | Large Value | 133.84 Mil | 1.03% | 21 | 21 | 56 | 0.850% | $2,000 | No Load | Open |
| VY® Columbia Small Cap Value II S | ICSSX | Small Value | 132.49 Mil | 0.47% | 63 | 48 | 41 | 1.170% | — | No Load | Open |
| Empower Small Cap Growth Investor | MXMTX | Small Growth | 131.48 Mil | — | 43 | 36 | — | 1.190% | — | No Load | Open |
| Quantified Common Ground Investor | QCGDX | Mid-Cap Blend | 130.26 Mil | 0.21% | 9 | — | — | 1.800% | $10,000 | No Load | Open |
| AMG Renaissance Large Cap Growth N | MRLTX | Large Growth | 129.54 Mil | 0.05% | 8 | 29 | 58 | 1.000% | $2,000 | No Load | Open |
| ProFunds NASDAQ-100 Inv | OTPIX | Large Growth | 128.39 Mil | — | 35 | 16 | 8 | 1.520% | $15,000 | No Load | Open |
| CornerCap Small-Cap Value Advisor | CSCVX | Small Value | 127.88 Mil | 0.94% | — | — | — | 1.250% | $2,000 | No Load | Open |
| Nationwide GQG US Quality Eq Eagle | NWAYX | Large Blend | 127.77 Mil | 0.28% | 1 | — | — | 0.590% | $50,000 | No Load | Open |
| Buffalo Large Cap | BUFEX | Large Growth | 125.43 Mil | 0.03% | 19 | 36 | 28 | 0.950% | $2,500 | No Load | Open |
| Nationwide Small Company Growth InSvc | NWSIX | Small Growth | 125.34 Mil | — | 89 | 98 | 74 | 1.170% | $50,000 | No Load | Limited |
| Zacks Dividend Investor | ZDIVX | Large Value | 125.04 Mil | 1.33% | 68 | 79 | 66 | 1.300% | $2,500 | No Load | Open |
| MassMutual Small Company Val Adm | MMYLX | Small Value | 124.47 Mil | 0.52% | 95 | 81 | 75 | 1.160% | — | No Load | Open |
| MassMutual Small Company Val Svc | MMVYX | Small Value | 124.47 Mil | 0.60% | 95 | 80 | 73 | 1.060% | — | No Load | Open |
| AB Sustainable US Thematic Advisor | FFTYX | Large Growth | 123.00 Mil | 0.51% | 72 | 62 | — | 0.650% | — | No Load | Open |
| Dean Mid Cap Value | DALCX | Mid-Cap Value | 122.92 Mil | 0.96% | 21 | 43 | 24 | 0.850% | $1,000 | No Load | Open |
| Capital Advisors Growth Investor | CIAOX | Large Growth | 121.75 Mil | 0.38% | 31 | 35 | 78 | 1.010% | $5,000 | No Load | Open |
| Shelton Sustainable Equity Investor | NEXTX | Mid-Cap Growth | 120.88 Mil | 0.19% | 92 | 8 | 76 | 1.230% | $1,000 | No Load | Open |
| Lazard US Equity Concentrated Open | LEVOX | Large Blend | 119.26 Mil | 0.82% | 99 | 100 | 94 | 1.040% | $2,500 | No Load | Open |
| Reinhart Mid Cap PMV Inv | RPMMX | Mid-Cap Value | 118.91 Mil | 0.69% | 89 | 97 | 93 | 1.310% | $5,000 | No Load | Open |
| Reinhart Mid Cap PMV Adv | RPMVX | Mid-Cap Value | 118.91 Mil | 0.87% | 88 | 96 | 89 | 1.060% | $5,000 | No Load | Open |
| Paradigm Select | PFSLX | Mid-Cap Blend | 118.60 Mil | 0.28% | 53 | 4 | 8 | 1.150% | $2,500 | No Load | Open |
| ClearBridge Sustainability Leaders FI | LCSTX | Large Blend | 117.31 Mil | 0.11% | 95 | 38 | — | 1.200% | — | No Load | Open |
| The North Country Large Cap Equity Fund | NCEGX | Large Blend | 116.15 Mil | 0.50% | 72 | 51 | 34 | 1.030% | $500 | No Load | Open |
| Segall Bryant & Hamill All Cap Ret | SBRAX | Large Growth | 115.99 Mil | 0.44% | 68 | — | — | 0.990% | $2,500 | No Load | Open |
| Clifford Capital Partners Investor | CLFFX | Mid-Cap Value | 115.45 Mil | 1.09% | 99 | 95 | 45 | 1.150% | $2,500 | No Load | Open |
| Janus Henderson Small-Mid Cap Value S | JSVSX | Mid-Cap Value | 115.30 Mil | 0.65% | 72 | 85 | 59 | 1.180% | $2,500 | No Load | Open |
| Janus Henderson Small-Mid Cap Value T | JSVTX | Mid-Cap Value | 115.30 Mil | 0.70% | 68 | 84 | 55 | 0.930% | $2,500 | No Load | Open |
| Janus Henderson Small-Mid Cap Value D | JSVDX | Mid-Cap Value | 115.30 Mil | 0.79% | 67 | 82 | 50 | 0.830% | $2,500 | No Load | Open |
| Royce Small-Cap Value Service | RYVFX | Small Value | 114.73 Mil | 0.87% | 32 | 77 | 90 | 1.490% | $2,000 | No Load | Open |
| Royce Small-Cap Value Investment | RVVHX | Small Value | 114.73 Mil | 1.06% | 30 | 73 | 85 | 1.240% | $2,000 | No Load | Open |
| Goldman Sachs Small Cap Gr Insghts P | GSZPX | Small Growth | 113.84 Mil | — | 34 | 80 | — | 0.840% | — | No Load | Open |
| Goldman Sachs Small Cap Gr Insghts Inv | GSTOX | Small Growth | 113.84 Mil | — | 36 | 81 | 77 | 0.960% | — | No Load | Open |
| Fidelity SAI Sustainable Sector Fund | FIDJX | Large Blend | 112.51 Mil | 0.47% | — | — | — | 0.510% | — | 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.