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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 %
Large Value
0.700
28
19
33
Large Growth
0.710
47
60
52
Mid-Cap Growth
0.590
33
36
33
Small Growth
0.850
19
28
36
Small Growth
0.940
Small Blend
0.990
38
4
Small Blend
2.030
96
74
93
Small Value
1.370
76
81
Small Blend
1.300
22
61
Large Value
0.490
24
14
39
Large Blend
0.450
34
55
49
Large Value
0.570
55
62
61
Mid-Cap Blend
0.150
48
53
35
Small Blend
0.520
Small Blend
0.150
78
70
63
Small Value
1.000
92
87
66
Large Blend
0.100
25
23
16
Large Growth
1.470
49
58
86
Large Value
1.040
86
52
49
Mid-Cap Value
0.940
69
22
Large Blend
0.670
53
42
66
Large Value
0.960
94
89
86
Large Blend
0.800
73
67
44
Large Value
0.750
72
84
90
Mid-Cap Growth
0.920
86
90
87
Mid-Cap Value
1.160
24
22
17
Mid-Cap Value
0.900
55
39
80
Small Growth
0.960
25
44
45
Small Blend
0.990
36
30
49
Small Value
0.950
87
95
57
Small Blend
0.950
63
84
68
Small Blend
1.060
23
51
80
Large Value
0.910
18
35
8
Large Value
0.980
52
97
72
Small Growth
1.480
2
6
2
Large Growth
0.960
48
61
87
Large Value
2.140
77
86
82
Large Growth
1.750
Large Growth
0.890
86
81
64
Large Value
0.920
58
60
80
Small Growth
1.290
10
9
27
Small Value
1.180
73
71
90
Large Blend
0.950
67
80
94
Large Growth
0.880
41
40
42
Large Value
0.880
88
91
73
Large Growth
2.430
Large Blend
2.260
Large Growth
0.920
66
88
91
Large Growth
0.750
76
43
35
Large Value
0.820
96
96
87
Large Growth
0.970
55
39
30
Mid-Cap Growth
0.700
28
38
70
Large Blend
0.990
14
29
Small Growth
1.130
8
38
39
Large Value
1.090
75
75
86
Mid-Cap Value
1.950
91
99
96
Large Value
0.790
67
52
20
Small Value
0.840
14
9
3
Large Value
0.400
42
35
Small Value
0.500
9
6
Large Blend
0.500
57
43
15
Small Blend
0.690
88
80
48
Small Blend
0.850
94
93
Small Value
0.850
87
74
Small Blend
0.850
88
83
Small Value
1.300
39
Mid-Cap Growth
1.270
72
59
79
Small Blend
1.250
1
9
3
Mid-Cap Blend
1.160
5
8
31
Small Blend
1.500
30
8
68
Large Value
0.650
42
43
Large Blend
0.820
32
8
9
Large Value
0.880
1
3
1
Mid-Cap Blend
0.960
92
73
64
Mid-Cap Growth
0.800
91
98
80
Large Blend
0.710
1
1
Small Blend
0.900
71
81
69
Large Blend
0.700
60
58
65
Large Value
0.730
79
47
62
Large Blend
0.820
2
1
56

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