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
Champlain Small Company Adv	CIPSX	Small Growth	2.39 Bil	—	44	75	52	1.260%	$10,000	No Load	Limited
Janus Henderson Small Cap Value T	JSCVX	Small Value	2.39 Bil	0.67%	57	96	55	0.820%	$2,500	No Load	Open
Janus Henderson Small Cap Value D	JNPSX	Small Value	2.39 Bil	0.86%	56	96	53	0.730%	$2,500	No Load	Open
Janus Henderson Small Cap Value S	JISCX	Small Value	2.39 Bil	0.39%	61	98	60	1.090%	$2,500	No Load	Open
Columbia Large Cap Value Adv	RDERX	Large Value	2.38 Bil	1.79%	61	43	35	0.720%	$2,000	No Load	Open
Columbia Select Large Cap Value Adv	CSERX	Large Value	2.37 Bil	1.98%	71	25	25	0.550%	$2,000	No Load	Open
Thrivent Large Cap Value S	TLVIX	Large Value	2.35 Bil	1.58%	21	22	19	0.560%	$2,000	No Load	Open
Baird Mid Cap Growth Investor	BMDSX	Mid-Cap Growth	2.35 Bil	—	55	62	61	1.070%	$2,500	No Load	Open
Voya Growth and Income Port S	ISVGX	Large Blend	2.35 Bil	0.77%	12	12	42	0.920%	—	No Load	Open
BNY Mellon S&P 500 Index	PEOPX	Large Blend	2.34 Bil	1.04%	32	38	30	0.500%	$2,500	No Load	Open
BNY Mellon Large Cap Securities Inc	DREVX	Large Growth	2.34 Bil	0.30%	1	19	45	0.710%	$2,500	No Load	Open
Voya Russell Large Cap Index Port S	IRLCX	Large Blend	2.33 Bil	0.85%	19	13	7	0.610%	—	No Load	Open
William Blair Large Cap Growth N	LCGNX	Large Growth	2.31 Bil	—	37	26	12	0.900%	$2,500	No Load	Open
T. Rowe Price Diversified Mid Cap Gr	PRDMX	Mid-Cap Growth	2.29 Bil	—	22	31	17	0.860%	$2,500	No Load	Open
Loomis Sayles Small Cap Growth Retail	LCGRX	Small Growth	2.29 Bil	—	43	52	37	1.190%	$2,500	No Load	Open
BNY Mellon Appreciation Investor	DGAGX	Large Growth	2.28 Bil	0.55%	58	65	83	0.890%	$2,500	No Load	Open
Fidelity Leveraged Company Stock	FLVCX	Large Blend	2.28 Bil	0.51%	66	14	87	0.710%	—	No Load	Open
MM S&P 500® Index Svc	MMIEX	Large Blend	2.27 Bil	1.06%	29	34	26	0.390%	—	No Load	Open
ClearBridge Value FI	LMVFX	Large Value	2.25 Bil	0.90%	18	6	16	1.150%	—	No Load	Open
Fidelity Value Strategies	FSLSX	Mid-Cap Value	2.24 Bil	0.61%	11	7	7	0.900%	—	No Load	Open
Victory Aggressive Growth	USAUX	Large Growth	2.22 Bil	—	43	57	57	0.680%	$3,000	No Load	Open
Schwab Select Large Cap Growth	LGILX	Large Growth	2.21 Bil	—	63	61	34	0.750%	—	No Load	Open
Wasatch Small Cap Growth Investor	WAAEX	Small Growth	2.16 Bil	—	90	84	49	1.150%	$2,000	No Load	Open
American Century Value Inv	TWVLX	Large Value	2.15 Bil	2.06%	73	63	71	1.000%	$2,500	No Load	Open
Franklin U.S. Core Equity Advisor	FCEUX	Large Blend	2.14 Bil	1.15%	—	—	—	—	—	No Load	Open
FMI Common Stock Investor	FMIMX	Mid-Cap Blend	2.14 Bil	0.25%	3	8	10	1.000%	$1,000	No Load	Open
Columbia Dividend Opportunity Adv	CDORX	Large Value	2.13 Bil	2.88%	51	76	65	0.800%	$2,000	No Load	Open
Northern Mid Cap Index	NOMIX	Mid-Cap Blend	2.11 Bil	1.56%	44	29	26	0.100%	$2,500	No Load	Open
DWS Capital Growth S	SCGSX	Large Growth	2.10 Bil	—	48	41	27	0.680%	$2,500	No Load	Open
Fidelity Stock Selector Mid Cap	FSSMX	Mid-Cap Blend	2.09 Bil	0.76%	57	41	35	0.650%	—	No Load	Open
Invesco Small Cap Growth Inv	GTSIX	Small Growth	2.05 Bil	—	78	62	70	1.100%	$1,000	No Load	Limited
American Century Discplnd Cor Val Inv	BIGRX	Large Value	2.03 Bil	1.47%	95	70	56	0.660%	$2,500	No Load	Open
State Street Equity 500 Index II	SSEYX	Large Blend	2.02 Bil	1.37%	22	22	—	0.020%	—	No Load	Open
Janus Henderson Mid Cap Value S	JMVIX	Mid-Cap Value	2.01 Bil	0.71%	50	79	68	0.990%	$2,500	No Load	Open
Janus Henderson Mid Cap Value D	JNMCX	Mid-Cap Value	2.01 Bil	1.11%	43	74	60	0.630%	$2,500	No Load	Limited
Janus Henderson Mid Cap Value T	JMCVX	Mid-Cap Value	2.01 Bil	1.01%	46	74	63	0.740%	$2,500	No Load	Open
Columbia Small Cap Growth Adv	CHHRX	Small Growth	1.98 Bil	—	69	21	6	0.990%	$2,000	No Load	Open
Lord Abbett Fundamental Equity F3	LDFOX	Large Value	1.98 Bil	0.99%	19	38	—	0.630%	—	No Load	Open
Lord Abbett Fundamental Equity F	LAVFX	Large Value	1.98 Bil	0.88%	22	41	50	0.790%	—	No Load	Open
iShares Russell Mid-Cap Index Inv A	BRMAX	Mid-Cap Blend	1.96 Bil	1.21%	65	56	—	0.370%	$1,000	No Load	Open
Royce Small-Cap Fund Svc	RYPFX	Small Blend	1.94 Bil	0.12%	12	15	27	1.310%	$2,000	No Load	Open
Royce Small-Cap Fund Invmt	PENNX	Small Blend	1.94 Bil	0.37%	10	10	14	0.940%	$2,000	No Load	Open
Victory Growth & Income	USGRX	Large Blend	1.94 Bil	0.89%	43	75	79	0.810%	$3,000	No Load	Open
AB Relative Value Advisor	CBBYX	Large Value	1.94 Bil	1.44%	28	34	19	0.650%	—	No Load	Open
Empower T. Rowe Price Mid Cp Gr Inv	MXMGX	Mid-Cap Growth	1.92 Bil	—	37	65	33	1.020%	—	No Load	Open
William Blair Small-Mid Cap Growth N	WSMNX	Mid-Cap Growth	1.92 Bil	—	64	77	45	1.240%	$2,500	No Load	Open
Schwab Fundamental US Small Company Idx	SFSNX	Small Blend	1.92 Bil	1.41%	33	31	28	0.250%	—	No Load	Open
Harbor Large Cap Value Inv	HILVX	Large Blend	1.92 Bil	0.83%	88	81	70	1.050%	$2,500	No Load	Open
Harbor Large Cap Value Admin	HRLVX	Large Blend	1.92 Bil	0.88%	87	80	68	0.940%	$50,000	No Load	Open
Brown Advisory Beutel GoodmanLg-CpValInv	BIAVX	Large Value	1.91 Bil	1.66%	—	—	—	0.710%	$100	No Load	Open

This list is limited to US mutual funds that are primarily used by individual or retail investors.

U.S. Equity Funds - Default List Criteria

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