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U.S. Equity Funds

Stock funds with at least 70% of assets in U.S. stocks are placed in U.S. equity categories.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Mid-Cap Blend
1.510
30
8
Large Value
2.030
98
100
100
Large Blend
1.210
87
Large Growth
0.780
31
45
35
Large Blend
1.110
65
56
40
Mid-Cap Growth
0.960
44
16
22
Small Value
0.900
45
43
28
Large Value
1.000
46
61
74
Large Growth
0.100
21
Large Growth
1.100
37
Large Growth
1.170
44
34
28
Large Growth
0.860
27
28
14
Large Value
0.900
37
29
18
Large Blend
1.260
46
42
Small Blend
0.870
71
69
Small Growth
1.170
19
12
8
Small Value
0.960
40
33
Large Value
0.740
87
87
91
Large Blend
4.530
Large Blend
1.940
79
78
78
Mid-Cap Growth
0.930
70
63
92
Small Growth
0.950
25
22
36
Small Growth
1.300
83
86
75
Small Blend
1.150
81
85
55
Small Blend
0.950
88
88
Mid-Cap Growth
0.910
79
83
Small Growth
1.010
59
66
86
Mid-Cap Value
1.110
92
82
86
Mid-Cap Growth
0.980
35
50
35
Small Growth
1.180
50
46
44
Large Blend
0.880
93
84
72
Large Value
1.280
8
10
17
Large Value
0.740
11
16
24
Large Blend
0.930
57
Large Blend
0.400
67
71
Large Growth
0.400
86
90
78
Large Blend
0.400
89
77
Small Growth
0.600
76
73
72
Small Blend
0.600
41
51
Large Value
0.850
15
Mid-Cap Blend
1.000
88
81
Small Growth
1.120
58
89
42
Small Growth
1.900
40
Mid-Cap Blend
0.490
Small Value
0.540
Small Blend
1.500
14
10
Mid-Cap Growth
1.260
99
99
Small Value
1.360
93
86
86
Large Value
1.310
Large Value
1.990
Small Value
1.500
5
6
22
Large Growth
1.050
54
46
12
Large Value
1.490
17
9
38
Large Growth
0.550
6
Large Growth
1.170
32
33
29
Large Growth
0.930
15
13
20
Large Blend
1.060
42
56
51
Large Blend
1.000
39
51
44
Mid-Cap Growth
0.840
Mid-Cap Growth
2.030
22
19
55
Mid-Cap Growth
0.960
20
15
32
Large Growth
1.360
41
46
64
Small Growth
1.150
37
20
18
Small Growth
2.070
14
16
39
Small Growth
0.960
12
11
24
Large Growth
1.400
43
40
32
Large Blend
1.520
98
97
91
Large Growth
0.790
Large Growth
0.990
17
42
60
Large Blend
1.040
69
91
90
Large Value
2.290
99
99
100
Mid-Cap Growth
1.000
2
Large Value
0.630
40
23
34
Mid-Cap Value
0.920
70
51
45

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