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
Janus Henderson Enterprise S	JGRTX	Mid-Cap Growth	21.08 Bil	—	10	36	9	1.160%	$2,500	No Load	Open
Janus Henderson Forty D	JFRDX	Large Growth	20.45 Bil	0.21%	65	35	—	0.610%	$2,500	No Load	Open
Janus Henderson Forty S	JARTX	Large Growth	20.45 Bil	—	70	44	22	0.980%	$2,500	No Load	Open
Janus Henderson Forty T	JACTX	Large Growth	20.45 Bil	0.11%	67	38	17	0.730%	$2,500	No Load	Open
T. Rowe Price Lrg Cp Gr Inv	TRGOX	Large Growth	20.41 Bil	—	59	—	—	0.700%	$2,500	No Load	Open
Fidelity ZERO Total Market Index	FZROX	Large Blend	20.37 Bil	1.23%	58	43	—	—	—	No Load	Open
BlackRock Equity Dividend Svc	MSDVX	Large Value	19.08 Bil	1.63%	70	50	36	1.000%	$5,000	No Load	Open
Edgewood Growth Retail	EGFFX	Large Growth	19.00 Bil	—	89	78	32	1.400%	$3,000	No Load	Open
Fidelity Series Large Cap Stock	FGLGX	Large Blend	18.31 Bil	1.59%	2	5	32	—	—	No Load	Open
T. Rowe Price US Large-Cap Core	TRULX	Large Blend	17.85 Bil	0.40%	11	28	16	0.640%	$2,500	No Load	Open
T. Rowe Price US Large-Cap Core Adv	PAULX	Large Blend	17.85 Bil	0.14%	17	40	27	0.970%	$2,500	No Load	Open
T. Rowe Price Equity Income Advisor	PAFDX	Large Value	17.76 Bil	1.59%	58	57	70	1.000%	$2,500	No Load	Open
T. Rowe Price Equity Income	PRFDX	Large Value	17.76 Bil	1.84%	50	47	61	0.670%	$2,500	No Load	Open
Fidelity Series Growth Company	FCGSX	Large Growth	15.99 Bil	0.44%	23	1	1	—	—	No Load	Limited
Fidelity Nasdaq Composite Index	FNCMX	Large Growth	15.88 Bil	0.61%	56	23	11	0.290%	—	No Load	Open
Schwab 1000 Index®	SNXFX	Large Blend	15.51 Bil	1.28%	50	37	29	0.050%	—	No Load	Open
Fidelity SAI US Large Cap Index	FLCPX	Large Blend	14.84 Bil	1.39%	23	21	—	0.015%	—	No Load	Open
Vanguard Growth & Income Inv	VQNPX	Large Blend	14.80 Bil	1.00%	16	15	9	0.320%	$3,000	No Load	Open
T. Rowe Price Mid-Cap Value Adv	TAMVX	Mid-Cap Value	14.57 Bil	0.74%	14	15	11	1.070%	$2,500	No Load	Open
T. Rowe Price Mid-Cap Value	TRMCX	Mid-Cap Value	14.38 Bil	0.97%	10	10	6	0.830%	$2,500	No Load	Open
American Century Growth Inv	TWCGX	Large Growth	14.30 Bil	—	25	22	26	0.920%	$2,500	No Load	Open
American Century Growth G	ACIHX	Large Growth	14.30 Bil	—	—	—	—	—	—	No Load	Open
JHancock Disciplined Value NAV	JDVNX	Large Value	14.12 Bil	1.02%	11	21	28	0.650%	—	No Load	Open
Columbia Contrarian Core Adv	CORRX	Large Blend	13.44 Bil	0.50%	20	7	9	0.720%	$2,000	No Load	Open
Six Circles Mgd Eq Port US Uncons	CMEUX	Large Blend	13.34 Bil	1.05%	27	5	—	0.070%	—	No Load	Open
Fidelity SAI US Quality Index	FUQIX	Large Growth	13.21 Bil	1.05%	4	36	—	0.110%	—	No Load	Open
Vanguard PRIMECAP Core Inv	VPCCX	Large Blend	13.19 Bil	1.10%	54	60	24	0.460%	$3,000	No Load	Closed
Fidelity SAI US LowVolatility Idx	FSUVX	Large Blend	13.05 Bil	1.60%	69	89	—	0.110%	—	No Load	Open
T. Rowe Price All-Cap Opportunities Fund	PRWAX	Large Growth	12.85 Bil	0.17%	32	7	6	0.810%	$2,500	No Load	Open
T. Rowe Price All-Cap Opportunities-Adv	PAWAX	Large Growth	12.85 Bil	—	36	9	7	1.060%	$2,500	No Load	Open
Northern Stock Index	NOSIX	Large Blend	12.81 Bil	1.34%	25	25	14	0.050%	$2,500	No Load	Open
Akre Focus Retail	AKREX	Large Growth	12.60 Bil	—	52	81	46	1.310%	$2,000	No Load	Open
TIAA-CREF Large-Cap Gr Idx Advisor	TRIHX	Large Growth	12.39 Bil	0.62%	14	13	—	0.160%	—	No Load	Open
BlackRock Mid-Cap Growth Equity Svc	CMGSX	Mid-Cap Growth	11.79 Bil	—	74	71	12	1.050%	$5,000	No Load	Open
Fidelity Series Stk Selec Lg Cp Val	FBLEX	Large Value	11.72 Bil	1.96%	18	22	32	0.010%	—	No Load	Open
Victory 500 Index Member	USSPX	Large Blend	11.48 Bil	1.17%	38	18	15	0.250%	$3,000	No Load	Open
Fidelity Series Value Discovery	FNKLX	Large Value	11.31 Bil	2.17%	78	34	56	—	—	No Load	Open
Invesco Diversified Dividend Investor	LCEIX	Large Value	11.25 Bil	1.72%	59	79	82	0.720%	$1,000	No Load	Limited
T. Rowe Price U.S. Equity Research Adv	PACOX	Large Blend	10.84 Bil	0.79%	13	12	6	0.820%	$2,500	No Load	Open
T. Rowe Price U.S. Equity Research	PRCOX	Large Blend	10.84 Bil	1.05%	9	8	3	0.450%	$2,500	No Load	Open
T. Rowe Price U.S. Equity Research Z	PCUZX	Large Blend	10.84 Bil	1.36%	—	—	—	—	—	No Load	Open
Fidelity Series Opportunistic Insights	FVWSX	Large Growth	10.59 Bil	0.86%	5	23	22	—	—	No Load	Open
Fidelity Series Blue Chip Growth	FSBDX	Large Growth	10.46 Bil	0.46%	29	2	2	—	—	No Load	Open
Fidelity Growth & Income	FGRIX	Large Blend	10.36 Bil	1.41%	6	35	58	0.540%	—	No Load	Open
T. Rowe Price Small-Cap Value Adv	PASVX	Small Blend	10.19 Bil	0.22%	70	78	71	1.170%	$2,500	No Load	Open
T. Rowe Price Small-Cap Value	PRSVX	Small Blend	10.19 Bil	0.59%	66	73	63	0.820%	$2,500	No Load	Open
Strategic Advisers Small-Mid Cap	FSCFX	Small Blend	10.12 Bil	0.82%	54	37	26	0.430%	—	No Load	Open
Neuberger Berman Genesis Tr	NBGEX	Small Growth	9.89 Bil	0.01%	16	33	43	1.090%	—	No Load	Open
Neuberger Berman Genesis Adv	NBGAX	Small Growth	9.89 Bil	—	18	37	49	1.340%	—	No Load	Open
Neuberger Berman Genesis Inv	NBGNX	Small Growth	9.89 Bil	0.04%	15	33	39	1.000%	$1,000	No Load	Open

U.S. Equity Funds - Default List Criteria

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