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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 %
Small Value
0.950%
55%
59%
Mid-Cap Blend
1.510%
69%
73%
43%
Large Value
2.020%
92%
81%
100%
Large Blend
0.810%
64%
57%
78%
Large Blend
1.170%
80%
81%
Large Growth
0.750%
39%
11%
22%
Large Blend
1.090%
81%
68%
46%
Mid-Cap Growth
0.910%
75%
67%
61%
Small Value
0.830%
66%
70%
40%
Large Value
0.970%
80%
72%
84%
Large Growth
1.120%
57%
36%
18%
Large Growth
0.830%
30%
16%
6%
Large Value
0.900%
35%
36%
26%
Large Blend
1.210%
10%
13%
17%
Small Blend
0.870%
71%
78%
Small Growth
1.110%
81%
49%
38%
Small Value
0.920%
69%
72%
Large Growth
0.660%
6%
12%
Large Value
0.700%
63%
94%
94%
Large Blend
1.710%
10%
42%
66%
Small Growth
0.940%
16%
7%
14%
Small Blend
1.300%
39%
26%
20%
Small Blend
1.150%
55%
77%
60%
Mid-Cap Blend
0.870%
18%
7%
Small Growth
1.000%
12%
25%
62%
Large Growth
0.910%
36%
36%
79%
Large Growth
0.660%
4%
11%
12%
Mid-Cap Blend
0.820%
98%
85%
Mid-Cap Value
1.100%
33%
92%
75%
Small Value
1.350%
74%
17%
26%
Small Value
1.270%
76%
13%
22%
Mid-Cap Growth
0.980%
20%
13%
30%
Small Growth
0.990%
66%
65%
62%
Large Growth
0.880%
90%
94%
90%
Large Value
1.250%
35%
11%
40%
Large Value
0.710%
23%
10%
42%
Large Blend
0.370%
71%
36%
3%
Large Growth
0.400%
9%
24%
38%
Large Blend
0.400%
49%
87%
Small Growth
0.600%
32%
66%
64%
Small Blend
0.600%
26%
57%
Large Value
0.850%
2%
1%
Large Growth
1.500%
96%
76%
Mid-Cap Blend
0.450%
41%
Small Value
0.490%
8%
Small Blend
1.500%
37%
56%
Small Value
1.430%
22%
76%
74%
Mid-Cap Value
1.290%
37%
Large Blend
1.980%
Large Blend
1.940%
Small Value
1.500%
1%
1%
5%
Large Growth
1.040%
56%
18%
8%
Large Growth
0.550%
52%
Large Growth
1.150%
82%
77%
62%
Large Growth
1.120%
82%
76%
61%
Large Growth
0.910%
79%
68%
50%
Large Growth
0.890%
67%
49%
25%
Large Blend
0.980%
11%
16%
39%
Large Blend
0.860%
14%
16%
32%
Large Growth
0.820%
60%
55%
66%
Mid-Cap Growth
0.680%
10%
Mid-Cap Growth
1.930%
47%
66%
76%
Mid-Cap Growth
0.920%
69%
73%
73%
Mid-Cap Growth
1.440%
61%
72%
67%
Large Growth
1.270%
55%
46%
68%
Small Growth
1.140%
99%
91%
81%
Small Growth
1.960%
91%
73%
93%
Small Growth
0.950%
93%
72%
85%
Small Growth
1.240%
94%
74%
87%
Large Growth
1.090%
92%
90%
81%
Mid-Cap Growth
1.100%
Small Growth
1.200%
80%
51%
50%
Small Growth
1.050%
70%
40%
38%
Large Value
0.750%
61%
42%
17%
Mid-Cap Value
0.910%
95%
78%
49%
Mid-Cap Blend
1.250%
74%
66%
80%
Small Blend
0.850%
57%
86%
70%
Large Blend
0.840%
42%
68%
44%
Large Growth
1.260%
86%
74%
79%
Large Growth
1.030%
81%
49%
56%
Mid-Cap Growth
1.180%
91%
85%
82%
Mid-Cap Growth
1.110%
90%
85%
77%
Small Growth
1.230%
87%
61%
77%
Small Growth
1.200%
51%
43%
44%
Large Growth
0.750%
88%
73%
81%
Large Blend
0.250%
46%
37%
26%
Large Blend
0.670%
51%
73%
32%
Large Growth
0.750%
80%
68%
66%
Large Value
0.750%
19%
47%
64%
Large Growth
1.180%
43%
64%
82%
Large Growth
1.110%
83%
73%
83%
Small Blend
0.900%
86%
84%
82%
Small Growth
1.190%
49%
53%
48%
Small Value
1.050%
42%
37%
36%
Large Value
0.700%
75%
26%
49%
Mid-Cap Value
0.800%
27%
11%
5%
Small Value
1.240%
86%
61%
30%

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