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
Vanguard Windsor™ II Inv	VWNFX	Large Value	60.02 Bil	1.47%	26	5	11	0.340%	$3,000	No Load	Open
Vanguard Equity-Income Inv	VEIPX	Large Value	56.38 Bil	2.60%	34	47	19	0.270%	$3,000	No Load	Open
Vanguard Small Cap Value Index Inv	VISVX	Small Value	54.02 Bil	1.94%	33	42	18	0.070%	$3,000	No Load	Limited
Vanguard Dividend Growth Inv	VDIGX	Large Blend	52.10 Bil	1.63%	75	89	66	0.290%	$3,000	No Load	Open
T. Rowe Price Growth Stock Adv	TRSAX	Large Growth	51.04 Bil	—	82	75	62	0.920%	$2,500	No Load	Open
T. Rowe Price Growth Stock	PRGFX	Large Growth	51.04 Bil	—	82	73	55	0.650%	$2,500	No Load	Open
Vanguard Large Cap Index Investor	VLACX	Large Blend	50.88 Bil	1.21%	37	29	20	0.170%	$3,000	No Load	Limited
Nuveen Equity Index W	TEQWX	Large Blend	44.92 Bil	1.37%	54	43	—	—	—	No Load	Open
Nuveen Equity Index Premier	TCEPX	Large Blend	44.92 Bil	1.18%	60	51	40	0.200%	—	No Load	Open
Vanguard US Growth Investor	VWUSX	Large Growth	43.21 Bil	0.25%	84	53	40	0.300%	$3,000	No Load	Open
iShares S&P 500 Index Investor A	BSPAX	Large Blend	40.90 Bil	1.05%	29	31	25	0.350%	$1,000	No Load	Open
iShares S&P 500 Index Service	BSPSX	Large Blend	40.90 Bil	1.17%	26	28	19	0.220%	$5,000	No Load	Open
Columbia Dividend Income Adv	CVIRX	Large Value	39.83 Bil	1.73%	31	32	8	0.650%	$2,000	No Load	Open
Fidelity Extended Market Index	FSMAX	Mid-Cap Blend	37.64 Bil	1.03%	96	70	51	0.035%	—	No Load	Open
Fidelity Mid Cap Index	FSMDX	Mid-Cap Blend	34.47 Bil	1.32%	62	51	24	0.025%	—	No Load	Open
Vanguard Small Cap Growth Index Inv	VISGX	Small Growth	34.19 Bil	0.57%	54	64	66	0.070%	$3,000	No Load	Limited
Fidelity Magellan	FMAGX	Large Growth	33.68 Bil	0.31%	20	47	58	0.470%	—	No Load	Open
T. Rowe Price Equity Index 500	PREIX	Large Blend	31.71 Bil	1.21%	25	27	18	0.190%	$2,500	No Load	Open
T. Rowe Price Mid-Cap Growth Adv	PAMCX	Mid-Cap Growth	30.06 Bil	—	35	66	34	1.010%	$2,500	No Load	Open
T. Rowe Price Mid-Cap Growth	RPMGX	Mid-Cap Growth	30.06 Bil	0.06%	32	62	27	0.760%	$2,500	No Load	Open
Fidelity OTC	FOCPX	Large Growth	29.95 Bil	0.05%	25	5	3	0.790%	—	No Load	Open
T. Rowe Price Value Adv	PAVLX	Large Value	29.74 Bil	1.05%	55	31	32	0.950%	$2,500	No Load	Open
T. Rowe Price Value	TRVLX	Large Value	29.74 Bil	1.17%	49	28	25	0.710%	$2,500	No Load	Open
Parnassus Core Equity Investor	PRBLX	Large Blend	29.52 Bil	0.50%	59	57	41	0.820%	$2,000	No Load	Open
Harbor Capital Appreciation Admin	HRCAX	Large Growth	29.14 Bil	—	46	19	16	0.930%	$50,000	No Load	Open
Harbor Capital Appreciation Inv	HCAIX	Large Growth	29.14 Bil	—	48	20	17	1.040%	$2,500	No Load	Open
Vanguard Mid-Cap Value Index Investor	VMVIX	Mid-Cap Value	28.69 Bil	2.06%	60	53	36	0.190%	$3,000	No Load	Limited
Fidelity Low-Priced Stock	FLPSX	Mid-Cap Value	27.97 Bil	1.62%	23	14	12	0.910%	—	No Load	Open
AB Large Cap Growth Advisor	APGYX	Large Growth	27.87 Bil	0.08%	28	21	9	0.600%	—	No Load	Open
Fidelity Small Cap Index	FSSNX	Small Blend	25.92 Bil	1.40%	85	71	52	0.025%	—	No Load	Open
T. Rowe Price Dividend Growth	PRDGX	Large Blend	24.70 Bil	1.06%	62	78	45	0.640%	$2,500	No Load	Open
T. Rowe Price Dividend Growth Advisor	TADGX	Large Blend	24.70 Bil	0.84%	66	81	52	0.900%	$2,500	No Load	Open
Vanguard Mid-Cap Growth Index Investor	VMGIX	Mid-Cap Growth	24.70 Bil	0.59%	33	32	45	0.190%	$3,000	No Load	Limited
American Century Ultra® Inv	TWCUX	Large Growth	24.61 Bil	—	30	9	9	0.910%	$2,500	No Load	Open
American Century Ultra® G	AULNX	Large Growth	24.61 Bil	—	19	—	—	—	—	No Load	Open
Vanguard Windsor Investor Shares	VWNDX	Large Value	24.51 Bil	1.70%	35	10	25	0.420%	$3,000	No Load	Open
Six Circles U.S. Unconstrained Equity	CUSUX	Large Blend	24.05 Bil	1.07%	35	10	—	0.060%	—	No Load	Open
Fidelity Large Cap Growth Idx	FSPGX	Large Growth	23.99 Bil	0.65%	6	11	—	0.035%	—	No Load	Open
Schwab Total Stock Market Index	SWTSX	Large Blend	23.64 Bil	1.28%	59	49	39	0.030%	—	No Load	Open
Vanguard Capital Opportunity Inv	VHCOX	Large Growth	22.40 Bil	0.63%	65	62	63	0.430%	$3,000	No Load	Limited
Vanguard Explorer Inv	VEXPX	Small Growth	22.08 Bil	0.50%	22	24	26	0.450%	$3,000	No Load	Open
T. Rowe Price Lrg Cp Gr Inv	TRGOX	Large Growth	22.04 Bil	—	55	—	—	0.700%	$2,500	No Load	Open
T. Rowe Price New Horizons	PRNHX	Mid-Cap Growth	21.85 Bil	—	92	84	14	0.780%	$2,500	No Load	Open
Oakmark Investor	OAKMX	Large Value	21.70 Bil	0.96%	17	2	2	0.910%	—	No Load	Open
Fidelity ZERO Total Market Index	FZROX	Large Blend	20.92 Bil	1.23%	50	41	—	—	—	No Load	Open
Janus Henderson Research S	JRASX	Large Growth	20.83 Bil	—	20	34	45	1.010%	$2,500	No Load	Open
Janus Henderson Research D	JNRFX	Large Growth	20.83 Bil	0.04%	15	28	39	0.620%	$2,500	No Load	Limited
Janus Henderson Research T	JAMRX	Large Growth	20.83 Bil	—	16	30	41	0.740%	$2,500	No Load	Open
Janus Henderson Enterprise T	JAENX	Mid-Cap Growth	20.05 Bil	—	13	32	7	0.910%	$2,500	No Load	Open
Janus Henderson Enterprise D	JANEX	Mid-Cap Growth	20.05 Bil	—	12	29	7	0.800%	$2,500	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

Sponsor Center

How we make money

How we use your personal data

How we approach editorial content