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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
16
11
Large Value
2.030
70
96
99
Large Blend
1.210
92
Large Growth
0.780
46
53
53
Large Blend
1.110
77
62
45
Mid-Cap Growth
0.960
45
13
19
Small Value
0.900
38
42
24
Large Value
1.000
54
55
77
Large Growth
0.100
19
Large Growth
1.170
49
35
29
Large Growth
0.860
23
30
12
Large Value
0.900
51
27
20
Large Blend
1.260
51
36
Small Blend
0.870
62
70
Small Growth
1.170
19
8
7
Small Value
0.960
29
36
Large Growth
0.650
29
Large Value
0.740
84
89
89
Large Blend
2.510
Large Blend
1.940
76
70
87
Mid-Cap Growth
0.930
82
63
85
Small Growth
0.950
27
27
39
Small Growth
1.300
68
87
77
Small Blend
1.150
55
78
49
Mid-Cap Growth
0.910
58
81
Small Growth
1.010
51
55
70
Mid-Cap Value
1.110
89
91
78
Mid-Cap Growth
0.980
33
43
33
Small Growth
1.180
65
54
55
Large Blend
0.880
95
84
69
Large Value
1.280
7
7
44
Large Value
0.740
8
10
46
Large Blend
0.930
57
Large Blend
0.400
70
56
Large Growth
0.400
84
81
71
Large Blend
0.400
88
79
Small Growth
0.600
80
82
71
Small Blend
0.600
33
60
Large Value
0.850
18
Mid-Cap Blend
1.000
87
76
Small Growth
1.120
43
71
26
Small Growth
1.900
23
Mid-Cap Blend
0.490
Small Value
0.540
Small Blend
1.500
22
28
Mid-Cap Growth
1.270
99
97
Small Value
1.460
93
94
87
Large Value
1.270
3
Large Value
1.990
Small Value
1.500
2
6
35
Large Growth
1.050
41
40
21
Large Value
1.490
25
17
30
Large Growth
0.550
6
Large Growth
1.170
36
36
28
Large Growth
0.930
19
13
20
Large Blend
1.060
42
47
63
Large Blend
1.000
39
43
57
Mid-Cap Growth
0.840
Mid-Cap Growth
2.030
14
12
27
Mid-Cap Growth
0.960
17
12
17
Large Growth
1.360
49
45
69
Small Growth
1.150
58
24
16
Small Growth
2.070
25
16
42
Small Growth
0.960
22
11
28
Large Growth
1.400
39
37
28
Large Blend
1.520
99
98
91
Large Growth
0.790
Large Growth
0.950
32
35
64
Large Blend
1.040
86
93
93
Large Value
1.810
99
100
100
Mid-Cap Growth
1.000
2
Large Value
0.630
40
28
28
Mid-Cap Value
0.920
70
66
49
Mid-Cap Value
0.890
39

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