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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Trend | FTRNX | Large Growth | 3.19 Bil | 0.04% | 6 | 6 | 12 | 0.490% | — | No Load | Open |
| Fidelity Advisor Diversified Stock O | FDESX | Large Blend | 3.17 Bil | 0.51% | 9 | 2 | 7 | 0.440% | — | No Load | Limited |
| Russell Inv US Strategic Equity S | RSESX | Large Blend | 3.16 Bil | 0.68% | 74 | 63 | 65 | 0.730% | — | No Load | Open |
| Nuveen Quant Small Cap Equity Premier | TSRPX | Small Blend | 3.16 Bil | 0.87% | 23 | 37 | 10 | 0.570% | — | No Load | Open |
| ClearBridge Select FI | LCBSX | Mid-Cap Growth | 3.16 Bil | — | 72 | 14 | 2 | 1.370% | — | No Load | Open |
| Janus Henderson Venture D | JANVX | Small Growth | 3.15 Bil | — | 34 | 61 | 40 | 0.800% | $2,500 | No Load | Limited |
| Janus Henderson Venture T | JAVTX | Small Growth | 3.15 Bil | — | 35 | 63 | 42 | 0.910% | $2,500 | No Load | Open |
| Janus Henderson Venture S | JVTSX | Small Growth | 3.15 Bil | — | 36 | 68 | 47 | 1.170% | $2,500 | No Load | Open |
| Nuveen Quant Small Cap Equity W | TSCWX | Small Blend | 3.12 Bil | 1.46% | 19 | 25 | — | — | — | No Load | Open |
| Goldman Sachs US Tax-Managed Eq Svc | GCTSX | Large Blend | 3.09 Bil | 0.11% | 56 | 69 | 78 | 1.210% | — | No Load | Open |
| Goldman Sachs US Tax-Managed Eq P | GSDPX | Large Blend | 3.09 Bil | 0.51% | 45 | 62 | — | 0.700% | — | No Load | Open |
| Goldman Sachs US Tax-Managed Eq Inv | GQIRX | Large Blend | 3.09 Bil | 0.44% | 47 | 63 | 69 | 0.780% | — | No Load | Open |
| Thrivent Small Cap Stock S | TSCSX | Small Blend | 3.07 Bil | 0.45% | 28 | 7 | 2 | 0.810% | $2,000 | No Load | Open |
| Fidelity Stock Selector Small Cap | FDSCX | Small Blend | 3.04 Bil | 0.22% | 14 | 3 | 4 | 0.920% | — | No Load | Open |
| Vanguard Mid Cap Growth Inv | VMGRX | Mid-Cap Growth | 3.00 Bil | 0.38% | 56 | 78 | 73 | 0.370% | $3,000 | No Load | Open |
| VALIC Company I Mid Cap Index | VMIDX | Mid-Cap Blend | 3.00 Bil | 1.48% | 51 | 40 | 34 | 0.360% | — | No Load | Open |
| ClearBridge Large Cap Value 1 | LCLIX | Large Value | 2.98 Bil | 1.33% | 49 | 36 | 40 | 0.610% | — | No Load | Open |
| Fidelity SAI US Value Index | FSWCX | Large Value | 2.95 Bil | 5.04% | 27 | 45 | — | 0.120% | — | No Load | Open |
| Fidelity Value Discovery | FVDFX | Large Value | 2.89 Bil | 1.55% | 89 | 61 | 70 | 0.690% | — | No Load | Open |
| Fidelity Series Intrinsic Opps | FDMLX | Mid-Cap Value | 2.89 Bil | 1.88% | 7 | 4 | 2 | — | — | No Load | Limited |
| Hartford Disciplined Equity HLS IC | HLSCX | Large Blend | 2.88 Bil | 0.27% | 74 | — | — | 1.090% | — | No Load | Open |
| MM S&P 500® Index Svc | MMIEX | Large Blend | 2.83 Bil | 1.06% | 31 | 34 | 26 | 0.390% | — | No Load | Open |
| AB Discovery Growth Advisor | CHCYX | Mid-Cap Growth | 2.78 Bil | — | 78 | 75 | 53 | 0.700% | — | No Load | Open |
| Thrivent Large Cap Growth S | THLCX | Large Growth | 2.78 Bil | — | 38 | 24 | 29 | 0.760% | $2,000 | No Load | Open |
| Columbia Acorn Adv | CEARX | Mid-Cap Growth | 2.76 Bil | — | 75 | 94 | 94 | 0.830% | $2,000 | No Load | Open |
| iShares Russell 2000 Small-Cap Idx Inv A | MDSKX | Small Blend | 2.74 Bil | 1.32% | 91 | 82 | 65 | 0.370% | $1,000 | No Load | Open |
| Vanguard Diversified Equity Inv | VDEQX | Large Growth | 2.69 Bil | 0.84% | 65 | 63 | 76 | 0.350% | $3,000 | No Load | Open |
| Touchstone Sands Capital Select Growth Z | PTSGX | Large Growth | 2.69 Bil | — | 97 | 96 | 85 | 1.170% | $2,500 | No Load | Open |
| Touchstone Sands Capital Select Growth Y | CFSIX | Large Growth | 2.69 Bil | — | 97 | 94 | 82 | 0.920% | $2,500 | No Load | Open |
| Columbia Mid Cap Index A | NTIAX | Mid-Cap Blend | 2.66 Bil | 1.03% | 51 | 43 | 38 | 0.450% | $2,000 | No Load | Open |
| Fidelity Mega Cap Stock | FGRTX | Large Blend | 2.66 Bil | 0.96% | 3 | 3 | 19 | 0.590% | — | No Load | Open |
| Victory Income Stock | USISX | Large Value | 2.63 Bil | 2.22% | 21 | 50 | 40 | 0.740% | $3,000 | No Load | Open |
| Ariel Fund Investor | ARGFX | Mid-Cap Value | 2.63 Bil | 0.41% | 97 | 81 | 51 | 0.990% | $1,000 | No Load | Open |
| Fidelity Small Cap Discovery | FSCRX | Small Blend | 2.62 Bil | 0.10% | 12 | 17 | 38 | 1.050% | — | No Load | Open |
| AQR Large Cap Defensive Style N | AUENX | Large Blend | 2.57 Bil | 1.52% | 90 | 94 | 58 | 0.650% | $2,500 | No Load | Open |
| MassMutual Blue Chip Growth Svc | MBCYX | Large Growth | 2.56 Bil | — | 47 | 57 | 25 | 0.850% | $1,000 | No Load | Open |
| MassMutual Blue Chip Growth Adm | MBCLX | Large Growth | 2.56 Bil | — | 48 | 59 | 28 | 0.950% | $1,000 | No Load | Open |
| Janus Henderson Small Cap Value S | JISCX | Small Value | 2.56 Bil | 0.39% | 67 | 97 | 62 | 1.090% | $2,500 | No Load | Open |
| Janus Henderson Small Cap Value T | JSCVX | Small Value | 2.56 Bil | 0.67% | 64 | 95 | 56 | 0.820% | $2,500 | No Load | Open |
| Janus Henderson Small Cap Value D | JNPSX | Small Value | 2.56 Bil | 0.86% | 62 | 95 | 54 | 0.730% | $2,500 | No Load | Open |
| Lord Abbett Developing Growth F3 | LOGWX | Small Growth | 2.52 Bil | — | 87 | 72 | — | 0.580% | — | No Load | Open |
| Lord Abbett Developing Growth F | LADFX | Small Growth | 2.52 Bil | — | 88 | 77 | 59 | 0.770% | — | No Load | Open |
| Columbia Select Mid Cap Value Adv | CFDRX | Mid-Cap Value | 2.51 Bil | 0.98% | 31 | 26 | 35 | 0.880% | $2,000 | No Load | Open |
| AB Discovery Value Advisor | ABYSX | Small Value | 2.49 Bil | 0.67% | 71 | 55 | 41 | 0.850% | — | No Load | Open |
| Harbor Small Cap Value Admin | HSVRX | Small Blend | 2.49 Bil | 0.18% | 37 | 46 | 16 | 1.130% | $50,000 | No Load | Limited |
| Harbor Small Cap Value Investor | HISVX | Small Blend | 2.49 Bil | 0.34% | 38 | 49 | 19 | 1.240% | $2,500 | No Load | Limited |
| T. Rowe Price Total Equity Market Idx | POMIX | Large Blend | 2.48 Bil | 1.14% | 55 | 54 | 43 | 0.190% | $2,500 | No Load | Open |
| Victory Growth | USAAX | Large Growth | 2.46 Bil | — | 39 | 59 | 45 | 0.880% | $3,000 | No Load | Open |
| Hood River Small-Cap Growth Investor | HRSRX | Small Growth | 2.44 Bil | — | 9 | 5 | — | 1.320% | $1,000 | No Load | Open |
| Touchstone Dividend Equity Y | TQCYX | Large Value | 2.43 Bil | 2.38% | 75 | 98 | 91 | 0.760% | $2,500 | 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.