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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
42
59
34
Large Value
2.020
93
75
99
Large Blend
1.170
80
81
Large Growth
0.760
61
32
36
Large Blend
1.090
74
73
53
Mid-Cap Growth
0.910
55
53
56
Small Value
0.830
65
50
31
Large Value
0.970
80
64
82
Large Growth
1.130
66
33
24
Large Growth
0.840
29
18
8
Large Value
0.900
40
36
28
Large Blend
1.260
9
10
17
Small Blend
0.870
63
75
Small Growth
1.090
64
37
38
Small Value
0.920
68
65
Large Growth
0.650
21
25
Large Value
0.700
58
91
90
Large Blend
1.800
38
57
79
Small Blend
1.300
41
26
23
Small Blend
1.150
36
79
42
Mid-Cap Blend
0.870
9
6
Small Growth
1.000
18
37
70
Mid-Cap Value
1.100
48
93
78
Mid-Cap Growth
0.980
16
12
17
Large Growth
0.880
93
96
92
Large Value
1.250
42
11
46
Large Value
0.710
25
9
42
Large Growth
0.400
32
34
50
Large Blend
0.400
47
84
Small Growth
0.600
44
72
68
Small Blend
0.600
20
68
Large Value
0.850
5
1
Mid-Cap Blend
0.450
Small Value
0.490
9
Small Blend
1.500
11
51
Small Value
1.430
42
96
88
Mid-Cap Value
1.290
29
Large Blend
1.940
Small Value
1.500
1
1
10
Large Growth
1.040
85
31
12
Large Growth
0.550
30
Large Growth
1.150
67
66
51
Large Growth
0.890
42
26
18
Large Blend
0.980
13
24
49
Large Blend
0.860
17
27
47
Mid-Cap Growth
0.680
8
Mid-Cap Growth
1.930
35
52
70
Mid-Cap Growth
0.920
56
59
60
Large Growth
1.270
47
50
67
Small Growth
1.140
99
79
71
Small Growth
1.960
91
61
86
Small Growth
0.950
91
58
76
Large Growth
1.090
84
80
68
Mid-Cap Growth
1.100
Mid-Cap Value
0.910
96
83
53
Mid-Cap Blend
1.250
80
67
79
Mid-Cap Growth
1.110
91
80
76
Small Growth
1.200
32
41
51
Large Growth
0.750
87
68
80
Large Blend
0.250
34
31
25
Large Blend
0.670
59
73
43
Large Growth
0.750
84
66
74
Large Growth
1.180
61
74
80
Small Blend
0.900
86
87
79
Large Value
0.700
84
37
54

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