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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Oakmark Select Investor | OAKLX | Large Value | 6.58 Bil | 0.48% | 23 | 9 | 53 | 1.000% | — | No Load | Open |
| Fidelity Stock Selec All Cp | FDSSX | Large Growth | 6.35 Bil | 0.64% | 45 | 57 | 76 | 0.440% | — | No Load | Open |
| PRIMECAP Odyssey Growth | POGRX | Large Growth | 6.27 Bil | 0.44% | 67 | 90 | 76 | 0.660% | $2,000 | No Load | Open |
| VALIC Company I Stock Index | VSTIX | Large Blend | 6.25 Bil | 1.12% | 31 | 34 | 25 | 0.250% | — | No Load | Open |
| Fidelity Equity Dividend Income | FEQTX | Large Value | 6.24 Bil | 2.34% | 36 | 42 | 45 | 0.580% | — | No Load | Open |
| TIAA-CREF Growth & Income Premier | TRPGX | Large Blend | 6.16 Bil | 0.91% | 12 | 15 | 18 | 0.560% | — | No Load | Open |
| TIAA-CREF Growth & Income W | TGIWX | Large Blend | 6.16 Bil | 1.37% | 7 | 8 | — | — | — | No Load | Open |
| TIAA-CREF Growth & Income Retail | TIIRX | Large Blend | 6.16 Bil | 0.42% | 14 | 17 | 24 | 0.700% | $2,500 | No Load | Open |
| TIAA-CREF Growth & Income Advisor | TGIHX | Large Blend | 6.09 Bil | 0.96% | 12 | 13 | — | 0.500% | — | No Load | Open |
| TIAA-CREF Social Choice Eq Advisor | TICHX | Large Blend | 6.08 Bil | 1.31% | 76 | 55 | — | 0.270% | — | No Load | Open |
| TIAA-CREF Social Choice Eq Retail | TICRX | Large Blend | 6.08 Bil | 1.38% | 79 | 59 | 60 | 0.460% | $2,500 | No Load | Open |
| TIAA-CREF Social Choice Eq Premier | TRPSX | Large Blend | 6.08 Bil | 1.19% | 78 | 57 | 57 | 0.350% | — | No Load | Open |
| Victory NASDAQ-100 Index | USNQX | Large Growth | 6.07 Bil | 0.52% | 15 | 4 | 1 | 0.450% | $3,000 | No Load | Open |
| Baron Partners Retail | BPTRX | Large Growth | 6.05 Bil | — | 96 | 1 | 6 | 1.300% | $2,000 | No Load | Open |
| TIAA-CREF Large-Cap Growth Retail | TIRTX | Large Growth | 6.00 Bil | — | 64 | 47 | 26 | 0.710% | $2,500 | No Load | Open |
| TIAA-CREF Large-Cap Growth W | TILWX | Large Growth | 6.00 Bil | 0.52% | 58 | 32 | — | — | — | No Load | Open |
| TIAA-CREF Large-Cap Growth Premier | TILPX | Large Growth | 6.00 Bil | 0.02% | 63 | 46 | 24 | 0.570% | — | No Load | Open |
| Lord Abbett Growth Leaders F3 | LGLOX | Large Growth | 5.93 Bil | — | 91 | 39 | — | 0.590% | — | No Load | Open |
| Lord Abbett Growth Leaders F | LGLFX | Large Growth | 5.93 Bil | — | 91 | 41 | 31 | 0.660% | — | No Load | Open |
| Lord Abbett Affiliated F3 | LTFOX | Large Value | 5.92 Bil | 1.70% | 53 | 76 | — | 0.390% | — | No Load | Open |
| Lord Abbett Affiliated F | LAAFX | Large Value | 5.92 Bil | 1.62% | 58 | 79 | 60 | 0.550% | — | No Load | Open |
| TIAA-CREF Large-Cap Growth Advisor | TILHX | Large Growth | 5.90 Bil | 0.13% | 62 | 43 | — | 0.500% | — | No Load | Open |
| Smead Value Investor | SMVLX | Large Value | 5.81 Bil | 1.21% | 2 | 1 | 1 | 1.230% | $3,000 | No Load | Open |
| State Street Equity 500 Index K | SSSYX | Large Blend | 5.80 Bil | 1.30% | 24 | 23 | — | 0.020% | — | No Load | Open |
| TIAA-CREF Large-Cap Value W | TRLWX | Large Value | 5.78 Bil | 1.98% | 24 | 23 | — | — | — | No Load | Open |
| TIAA-CREF Large-Cap Value Premier | TRCPX | Large Value | 5.78 Bil | 1.42% | 35 | 32 | 64 | 0.560% | — | No Load | Open |
| TIAA-CREF Large-Cap Value Retail | TCLCX | Large Value | 5.78 Bil | 1.43% | 38 | 34 | 69 | 0.720% | $2,500 | No Load | Open |
| TIAA-CREF Large-Cap Value Advisor | TRLHX | Large Value | 5.72 Bil | 1.53% | 33 | 30 | — | 0.490% | — | No Load | Open |
| American Century Small Cap Value Inv | ASVIX | Small Value | 5.71 Bil | 0.91% | 74 | 20 | 11 | 1.090% | $2,500 | No Load | Limited |
| American Century Small Cap Value G | ASVHX | Small Value | 5.65 Bil | 1.86% | 57 | 14 | — | 0.010% | — | No Load | Limited |
| Schwab Small Cap Index | SWSSX | Small Blend | 5.60 Bil | 1.42% | 88 | 78 | 61 | 0.040% | — | No Load | Open |
| PRIMECAP Odyssey Stock | POSKX | Large Blend | 5.60 Bil | 1.02% | 55 | 70 | 47 | 0.670% | $2,000 | No Load | Open |
| American Century Heritage Inv | TWHIX | Mid-Cap Growth | 5.58 Bil | — | 45 | 29 | 40 | 1.000% | $2,500 | No Load | Open |
| American Century Heritage G | ACILX | Mid-Cap Growth | 5.58 Bil | — | — | — | — | — | — | No Load | Open |
| Touchstone Mid Cap Y | TMCPX | Mid-Cap Blend | 5.49 Bil | 0.30% | 31 | 28 | 9 | 0.950% | $2,500 | No Load | Open |
| Touchstone Mid Cap Z | TMCTX | Mid-Cap Blend | 5.49 Bil | 0.07% | 27 | 30 | 10 | 1.230% | $2,500 | No Load | Open |
| Champlain Mid Cap Adv | CIPMX | Mid-Cap Growth | 5.44 Bil | — | 37 | 65 | 22 | 1.100% | $10,000 | No Load | Open |
| MoA Equity Index Fund | MAEIX | Large Blend | 5.43 Bil | 1.27% | 27 | 27 | 17 | 0.140% | $3,000 | No Load | Open |
| Fidelity Growth Discovery | FDSVX | Large Growth | 5.39 Bil | 0.05% | 10 | 6 | 9 | 0.660% | — | No Load | Open |
| MassMutual Mid Cap Growth Adm | MMELX | Mid-Cap Growth | 5.26 Bil | — | 41 | 70 | 42 | 0.960% | — | No Load | Open |
| MassMutual Mid Cap Growth Svc | MEFYX | Mid-Cap Growth | 5.26 Bil | — | 39 | 69 | 39 | 0.860% | — | No Load | Open |
| Mairs & Power Growth | MPGFX | Large Blend | 5.24 Bil | 0.74% | 64 | 59 | 66 | 0.630% | $2,500 | No Load | Open |
| Columbia Large Cap Growth Adv | CCGRX | Large Growth | 5.20 Bil | — | 32 | 20 | 21 | 0.750% | $2,000 | No Load | Open |
| Baron Small Cap Retail | BSCFX | Small Growth | 5.13 Bil | — | 23 | 25 | 21 | 1.310% | $2,000 | No Load | Open |
| American Century Select G | ASLDX | Large Growth | 5.12 Bil | — | — | — | — | — | — | No Load | Open |
| American Century Select Inv | TWCIX | Large Growth | 5.06 Bil | — | 34 | 30 | 25 | 0.930% | $2,500 | No Load | Open |
| Artisan Mid Cap Investor | ARTMX | Mid-Cap Growth | 5.05 Bil | — | 72 | 35 | 58 | 1.200% | $1,000 | No Load | Open |
| Fidelity Small Cap Value Fund | FCPVX | Small Value | 5.02 Bil | 0.57% | 42 | 16 | 11 | 1.040% | — | No Load | Open |
| Parnassus Value Equity Investor | PARWX | Large Value | 4.96 Bil | 1.08% | 91 | 3 | 1 | 0.880% | $2,000 | No Load | Open |
| Amana Growth Investor | AMAGX | Large Growth | 4.90 Bil | 0.14% | 8 | 21 | 17 | 0.910% | $100 | 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.