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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
0.730
75
55
52
Large Blend
0.850
5
2
64
Small Value
1.630
90
86
90
Large Blend
1.220
44
8
40
Mid-Cap Blend
1.060
79
53
Small Blend
2.420
64
84
86
Large Blend
0.910
94
93
68
Large Growth
0.990
100
Small Value
1.320
95
100
99
Large Blend
0.880
17
29
58
Large Growth
1.050
23
41
44
Large Value
0.910
20
28
59
Large Value
1.020
85
78
54
Large Blend
1.060
2
2
14
Large Growth
1.040
48
63
50
Large Value
0.550
Mid-Cap Value
1.050
48
85
85
Mid-Cap Growth
0.990
81
54
55
Large Growth
1.190
98
89
92
Large Growth
0.960
52
27
33
Mid-Cap Growth
1.050
Small Growth
1.100
57
Large Value
0.950
23
89
49
Large Growth
0.360
16
22
14
Small Blend
0.430
47
34
97
Large Value
0.780
39
39
44
Large Growth
0.650
93
92
52
Large Blend
0.650
81
77
37
Large Growth
0.660
34
19
Mid-Cap Blend
0.770
70
41
Large Value
0.860
60
33
44
Large Growth
0.670
61
28
30
Large Value
0.700
50
39
36
Mid-Cap Growth
0.840
38
44
10
Mid-Cap Growth
0.920
7
14
9
Mid-Cap Growth
1.110
36
37
69
Mid-Cap Blend
0.420
53
59
44
Mid-Cap Value
0.690
23
17
29
Mid-Cap Growth
0.830
Small Blend
1.000
25
20
9
Small Growth
0.940
60
43
38
Small Value
0.960
40
44
27
Large Growth
1.590
49
56
65
Large Value
1.710
74
82
87
Mid-Cap Growth
1.690
92
97
94
Mid-Cap Value
1.780
71
78
75
Large Growth
1.480
8
13
8
Small Blend
1.780
91
89
93
Small Growth
1.600
76
91
80
Small Value
1.610
72
55
57
Mid-Cap Blend
1.260
61
50
54
Large Growth
0.930
65
59
73
Large Growth
0.900
87
92
70
Large Growth
0.990
20
13
13
Large Value
0.880
17
17
12
Large Blend
0.730
4
10
2
Large Blend
1.030
34
30
30
Small Growth
1.210
19
20
20
Small Value
1.630
14
42
29
Mid-Cap Growth
1.020
52
81
65
Large Growth
1.050
55
47
42
Mid-Cap Value
0.900
5
45
Small Value
1.110
59
69
Mid-Cap Blend
1.690
Large Blend
1.800
Mid-Cap Value
0.780
41
37
33
Small Blend
1.330
82
87
94
Small Value
1.070
58
45
26
Mid-Cap Growth
0.820
55
56
58
Small Blend
0.900
78
98
95
Small Value
0.850
92
95
Large Growth
1.120
66
72
93
Mid-Cap Growth
0.800
14
47
63
Small Growth
0.950
64
78
87
Small Growth
1.510
11
Small Growth
1.110
50
76
82
Large Growth
1.370
57
Large Value
1.170
76
100
100
Small Blend
0.950
68
Mid-Cap Value
1.050
83
82
Large Growth
0.950
26
Large Growth
1.850
59
68
94
Small Growth
1.000
90
98
100
Small Blend
1.180
2
11
78
Large Growth
0.910
76
77
83
Large Growth
0.960
78
59
Mid-Cap Blend
1.250
97
83
90
Large Blend
0.990
Mid-Cap Blend
1.340
91
87
93
Small Blend
1.200
6
22
99

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