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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
15
23
7
Large Value
2.020
82
90
100
Large Blend
1.170
83
Large Growth
0.760
63
53
48
Large Blend
1.090
85
73
57
Mid-Cap Growth
0.910
68
30
46
Small Value
0.830
53
48
28
Large Value
0.970
66
53
78
Large Growth
1.130
69
34
30
Large Growth
0.840
34
25
9
Large Value
0.900
55
35
33
Large Blend
1.260
22
18
30
Small Blend
0.870
69
78
Small Growth
1.090
43
19
25
Small Value
0.920
43
54
Large Growth
0.650
29
Large Value
0.700
79
93
91
Large Blend
1.800
56
58
74
Small Growth
0.940
20
12
25
Small Growth
1.300
38
81
68
Small Blend
1.150
26
82
61
Mid-Cap Growth
0.870
20
67
Small Growth
1.000
46
51
61
Mid-Cap Value
1.100
93
99
84
Mid-Cap Growth
0.980
16
28
24
Small Growth
1.180
92
84
81
Large Growth
0.880
94
97
93
Large Value
1.250
49
18
36
Large Value
0.710
41
18
39
Large Blend
0.370
85
59
Large Growth
0.400
46
63
59
Large Blend
0.400
67
77
Small Growth
0.600
46
75
66
Small Blend
0.600
28
68
Large Value
0.850
8
2
Mid-Cap Blend
0.450
Small Value
0.490
17
Small Blend
1.500
40
40
Small Value
1.460
84
92
84
Large Value
1.270
14
Large Value
1.940
Small Value
1.500
4
3
27
Large Growth
1.040
88
36
20
Large Growth
0.550
15
Large Growth
1.150
49
48
37
Large Growth
0.890
22
15
20
Large Blend
0.980
15
39
47
Large Blend
0.860
13
31
41
Mid-Cap Growth
0.680
Mid-Cap Growth
1.930
21
31
55
Mid-Cap Growth
0.920
31
35
45
Large Growth
1.270
30
43
66
Small Growth
1.140
98
56
58
Small Growth
1.960
62
36
79
Small Growth
0.950
60
33
57
Large Growth
1.090
82
75
59
Mid-Cap Growth
1.100
Mid-Cap Value
0.910
74
58
35
Mid-Cap Blend
1.250
72
63
68
Mid-Cap Growth
1.110
86
64
66
Small Growth
1.200
27
26
41
Large Growth
0.750
74
40
72
Large Blend
0.250
28
25
22
Large Blend
0.670
73
67
46
Large Growth
0.750
82
53
75
Large Growth
1.180
84
92
92
Small Blend
0.910
83
88
74
Large Value
0.700
34
28
33

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