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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower S&P 500® Index Investor | MXVIX | Large Blend | 4.85 Bil | 0.37% | 36 | 40 | 34 | 0.510% | — | No Load | Open |
| Janus Henderson Contrarian D | JACNX | Mid-Cap Blend | 4.83 Bil | 0.47% | 72 | 9 | 47 | 0.760% | $2,500 | No Load | Limited |
| Janus Henderson Contrarian S | JCNIX | Mid-Cap Blend | 4.83 Bil | 0.06% | 73 | 13 | 57 | 1.210% | $2,500 | No Load | Open |
| Janus Henderson Contrarian T | JSVAX | Mid-Cap Blend | 4.83 Bil | 0.38% | 72 | 9 | 48 | 0.870% | $2,500 | No Load | Open |
| Fidelity New Millennium | FMILX | Large Value | 4.77 Bil | 0.25% | 1 | 2 | 3 | 0.890% | — | No Load | Open |
| American Beacon Small Cp Val Adv | AASSX | Small Value | 4.67 Bil | 1.02% | 46 | 51 | 49 | 1.290% | $2,500 | No Load | Open |
| American Beacon Small Cp Val Inv | AVPAX | Small Value | 4.67 Bil | 1.14% | 45 | 51 | 45 | 1.140% | $2,500 | No Load | Open |
| Fidelity Advisor Capital Development O | FDETX | Large Blend | 4.57 Bil | 1.10% | 2 | 9 | 44 | 0.560% | — | No Load | Limited |
| Baron Asset Retail | BARAX | Mid-Cap Growth | 4.57 Bil | — | 60 | 72 | 41 | 1.300% | $2,000 | No Load | Open |
| Fidelity Flex 500 Index | FDFIX | Large Blend | 4.55 Bil | 1.33% | 22 | 19 | — | — | — | No Load | Open |
| Columbia Disciplined Core Adv | CLCQX | Large Blend | 4.49 Bil | 0.86% | 28 | 60 | 40 | 0.720% | $2,000 | No Load | Open |
| American Century Sustainable Equity G | AFEGX | Large Blend | 4.43 Bil | 1.49% | 31 | 13 | — | — | — | No Load | Open |
| American Century Sustainable Equity Inv | AFDIX | Large Blend | 4.43 Bil | 0.78% | 47 | 35 | 27 | 0.790% | $2,500 | No Load | Open |
| DWS Core Equity S | SCDGX | Large Blend | 4.30 Bil | 0.81% | 19 | 48 | 18 | 0.560% | $2,500 | No Load | Open |
| ClearBridge Aggressive Growth FI | LMPFX | Large Blend | 4.26 Bil | 0.19% | 100 | 100 | 100 | 1.070% | — | No Load | Open |
| Voya Large Cap Growth Port S | IEOSX | Large Growth | 4.24 Bil | — | 45 | 62 | 52 | 0.920% | — | No Load | Open |
| Voya US Stock Index Port S | ISJBX | Large Blend | 4.23 Bil | 0.96% | 36 | 40 | 31 | 0.510% | — | No Load | Open |
| Fidelity Large Cap Stock | FLCSX | Large Blend | 4.19 Bil | 0.94% | 3 | 11 | 47 | 0.840% | — | No Load | Open |
| Wasatch Core Growth | WGROX | Small Growth | 4.13 Bil | — | 21 | 15 | 6 | 1.170% | $2,000 | No Load | Open |
| Thrivent Mid Cap Stock S | TMSIX | Mid-Cap Blend | 4.09 Bil | 0.39% | 57 | 21 | 7 | 0.750% | $2,000 | No Load | Open |
| GuideStone Funds Equity Index Investor | GEQZX | Large Blend | 4.06 Bil | 0.99% | 38 | 38 | 27 | 0.390% | $1,000 | No Load | Open |
| Bridge Builder Tax Managed Large Cap | BBTLX | Large Blend | 4.02 Bil | 0.99% | — | — | — | 0.300% | — | No Load | Open |
| Nicholas | NICSX | Large Growth | 4.01 Bil | 0.32% | 2 | 35 | 73 | 0.710% | $500 | No Load | Open |
| DoubleLine Shiller Enhanced CAPE® N | DSENX | Large Blend | 3.97 Bil | 4.30% | 96 | 92 | 37 | 0.800% | $2,000 | No Load | Open |
| T. Rowe Price Spectrum Diversified Eq | PRSGX | Large Blend | 3.95 Bil | 0.81% | 91 | 86 | 88 | 0.730% | $2,500 | No Load | Open |
| JHancock Blue Chip Growth 1 | JIBCX | Large Growth | 3.94 Bil | — | 71 | 76 | 37 | 0.820% | — | No Load | Open |
| JHancock Blue Chip Growth NAV | JHBCX | Large Growth | 3.93 Bil | — | 70 | 75 | 35 | 0.770% | — | No Load | Open |
| Elfun Trusts | ELFNX | Large Growth | 3.92 Bil | 0.93% | 5 | 14 | 28 | 0.180% | $500 | No Load | Open |
| Conestoga Small Cap Investors | CCASX | Small Growth | 3.91 Bil | — | 40 | 54 | 19 | 1.100% | $2,500 | No Load | Limited |
| Fidelity U.S. Sustainability Index | FITLX | Large Blend | 3.76 Bil | 1.01% | 18 | 12 | — | 0.110% | — | No Load | Open |
| Lord Abbett Dividend Growth F | LAMFX | Large Blend | 3.74 Bil | 0.84% | 40 | 63 | 63 | 0.650% | — | No Load | Open |
| Lord Abbett Dividend Growth F3 | LRMAX | Large Blend | 3.74 Bil | 0.93% | 39 | 63 | — | 0.600% | — | No Load | Open |
| AMG Yacktman Focused N | YAFFX | Large Value | 3.71 Bil | 1.11% | 69 | 33 | 15 | 1.260% | $2,000 | No Load | Open |
| ClearBridge Small Cap Growth FI | LMPSX | Small Growth | 3.65 Bil | — | 78 | 83 | 62 | 1.240% | — | No Load | Limited |
| ClearBridge Small Cap Growth 1 | LMPMX | Small Growth | 3.65 Bil | — | 75 | 78 | 55 | 0.920% | — | No Load | Limited |
| Invesco Dividend Income Investor | FSTUX | Large Value | 3.63 Bil | 1.86% | 63 | 87 | 83 | 0.940% | $1,000 | No Load | Limited |
| AB Small Cap Growth Advisor | QUAYX | Small Growth | 3.61 Bil | — | 75 | 60 | 28 | 0.900% | — | No Load | Open |
| Eventide Gilead N | ETGLX | Mid-Cap Growth | 3.60 Bil | — | 85 | 82 | 46 | 1.380% | $1,000 | No Load | Open |
| American Century Small Cap Growth Inv | ANOIX | Small Growth | 3.58 Bil | — | 52 | 23 | 16 | 1.170% | $2,500 | No Load | Open |
| American Century Small Cap Growth G | ANOHX | Small Growth | 3.58 Bil | — | 40 | 11 | — | 0.010% | — | No Load | Open |
| Voya VACS Index S | VVIPX | Large Blend | 3.57 Bil | — | — | — | — | 0.150% | — | No Load | Open |
| Fidelity Growth Strategies | FDEGX | Mid-Cap Growth | 3.56 Bil | 0.05% | 11 | 17 | 23 | 0.750% | — | No Load | Open |
| Fidelity Focused Stock | FTQGX | Large Growth | 3.56 Bil | 0.50% | 3 | 16 | 26 | 0.470% | — | No Load | Open |
| American Beacon Large Cap Value Inv | AAGPX | Large Value | 3.48 Bil | 1.49% | 40 | 36 | 53 | 0.940% | $2,500 | No Load | Open |
| American Beacon Large Cap Value Adv | AVASX | Large Value | 3.48 Bil | 1.39% | 42 | 38 | 59 | 1.110% | $2,500 | No Load | Open |
| T. Rowe Price Hedged Equity | PHEFX | Large Blend | 3.46 Bil | — | — | — | — | 0.580% | $2,500 | No Load | Open |
| Parnassus Mid-Cap | PARMX | Mid-Cap Blend | 3.43 Bil | 0.33% | 94 | 94 | 69 | 0.960% | $2,000 | No Load | Open |
| Old Westbury All Cap Core | OWACX | Large Growth | 3.39 Bil | 0.17% | 38 | 60 | 89 | 0.960% | $1,000 | No Load | Open |
| T. Rowe Price Lrg Cp Va Inv | TRLUX | Large Value | 3.39 Bil | 1.85% | 64 | — | — | 0.700% | $2,500 | No Load | Open |
| Sequoia | SEQUX | Large Growth | 3.38 Bil | — | 78 | 91 | 99 | 1.000% | $5,000 | 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.