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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 Growth
0.660%
54%
15%
16%
Large Blend
0.800%
23%
11%
20%
Mid-Cap Blend
0.770%
82%
32%
Large Value
0.860%
88%
55%
52%
Large Growth
0.670%
74%
47%
31%
Large Blend
0.410%
48%
41%
33%
Large Value
0.700%
55%
37%
35%
Mid-Cap Growth
0.840%
48%
27%
19%
Mid-Cap Growth
0.920%
14%
33%
29%
Mid-Cap Growth
1.110%
44%
33%
52%
Mid-Cap Blend
0.420%
44%
57%
45%
Mid-Cap Value
0.690%
12%
12%
20%
Mid-Cap Value
0.850%
95%
93%
74%
Mid-Cap Growth
0.830%
5%
Small Blend
1.000%
55%
36%
14%
Small Growth
0.940%
60%
49%
36%
Small Blend
0.420%
52%
43%
18%
Small Value
0.960%
36%
31%
29%
Large Growth
1.570%
50%
56%
62%
Large Value
1.650%
91%
82%
88%
Mid-Cap Blend
1.780%
73%
84%
83%
Mid-Cap Growth
1.780%
56%
88%
89%
Mid-Cap Value
1.780%
61%
70%
74%
Large Growth
1.460%
45%
32%
11%
Small Blend
1.780%
95%
94%
95%
Small Growth
1.780%
58%
81%
77%
Small Value
1.680%
81%
73%
65%
Mid-Cap Blend
1.260%
46%
21%
40%
Large Growth
0.930%
31%
49%
56%
Large Blend
0.710%
11%
18%
1%
Large Growth
0.880%
31%
80%
64%
Large Growth
0.920%
48%
20%
14%
Large Value
0.880%
15%
9%
14%
Large Blend
1.020%
48%
29%
28%
Small Growth
1.230%
23%
10%
13%
Small Value
1.150%
34%
57%
45%
Mid-Cap Growth
1.000%
78%
77%
78%
Large Growth
0.990%
31%
20%
17%
Mid-Cap Value
0.900%
10%
48%
Small Value
1.000%
47%
34%
Mid-Cap Blend
1.710%
6%
Large Blend
1.750%
Mid-Cap Value
0.800%
39%
44%
35%
Small Blend
1.340%
82%
91%
96%
Small Value
1.100%
37%
31%
29%
Small Growth
0.820%
19%
12%
26%
Small Blend
0.910%
81%
97%
94%
Small Value
0.860%
96%
97%
Large Growth
1.120%
44%
34%
83%
Mid-Cap Growth
0.800%
13%
15%
52%
Small Growth
0.950%
56%
60%
82%
Small Growth
1.510%
4%
Small Growth
1.140%
63%
70%
56%
Large Growth
1.370%
79%
81%
Large Value
1.170%
73%
97%
100%
Small Blend
0.950%
16%
Mid-Cap Value
1.050%
78%
70%
75%
Large Growth
0.950%
7%
Large Growth
1.970%
53%
70%
93%
Small Growth
1.260%
17%
50%
51%
Small Growth
1.000%
40%
89%
98%
Small Blend
1.180%
4%
2%
13%
Large Growth
0.950%
96%
97%
97%
Large Growth
0.960%
74%
57%
64%
Mid-Cap Blend
1.250%
96%
90%
86%
Small Value
1.240%
100%
99%
100%
Mid-Cap Blend
1.340%
89%
91%
93%
Small Blend
1.200%
11%
11%
98%
Small Blend
0.920%
61%
35%
68%
Small Blend
1.170%
79%
37%
71%
Small Value
1.210%
15%
15%
10%
Small Value
1.200%
40%
56%
83%
Small Value
1.250%
82%
62%
68%
Small Value
1.490%
91%
73%
98%
Small Growth
1.490%
60%
83%
94%
Large Value
0.820%
31%
14%
11%
Large Blend
0.350%
68%
67%
Large Blend
0.920%
78%
77%
73%
Small Blend
0.800%
34%
42%
28%
Large Blend
0.860%
82%
84%
79%
Large Growth
1.240%
28%
15%
4%
Small Blend
1.600%
92%
90%
91%
Large Blend
1.560%
80%
74%
78%
Large Growth
1.510%
55%
75%
70%
Large Value
1.520%
87%
93%
79%
Mid-Cap Growth
1.510%
47%
94%
100%
Small Value
1.510%
21%
33%
40%
Small Growth
1.510%
94%
100%
99%
Small Value
1.510%
48%
81%
93%
Large Blend
0.670%
69%
55%
50%
Small Blend
0.870%
27%
49%
45%
Large Value
0.730%
83%
89%
59%
Mid-Cap Blend
0.050%
55%
77%

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