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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
1.490
97
94
99
Small Value
1.200
89
82
88
Small Value
1.250
65
43
52
Large Value
0.820
16
8
9
Large Growth
1.330
5
9
4
Small Blend
1.670
86
82
89
Large Blend
1.650
56
60
66
Large Growth
1.610
72
80
73
Large Value
1.580
91
96
70
Mid-Cap Growth
1.590
97
100
100
Large Blend
0.890
51
40
41
Small Blend
1.090
42
58
49
Large Value
0.950
77
80
42
Mid-Cap Growth
0.050
58
79
Large Blend
0.180
78
73
69
Large Blend
0.890
85
78
80
Large Growth
0.890
34
33
56
Large Blend
0.030
25
22
14
Large Blend
0.250
30
Large Value
0.890
83
79
77
Mid-Cap Blend
0.980
84
71
53
Large Blend
0.250
25
24
25
Large Blend
0.040
20
16
Small Blend
0.440
51
60
71
Small Blend
1.140
36
54
82
Small Growth
1.110
91
88
85
Small Blend
0.430
28
16
Small Value
1.140
79
75
81
Large Blend
0.980
97
87
84
Large Blend
2.500
Small Blend
1.290
30
36
25
Small Blend
1.230
99
100
Large Blend
0.700
53
62
65
Large Growth
1.000
22
38
51
Mid-Cap Growth
1.250
50
77
86
Mid-Cap Growth
1.500
46
78
96
Large Blend
0.700
8
7
Large Value
0.890
22
27
39
Large Blend
0.050
29
25
26
Large Blend
0.730
77
79
71
Large Value
0.890
93
94
92
Large Growth
0.990
49
64
65
Small Blend
0.040
62
46
42
Small Blend
1.080
75
71
31
Mid-Cap Blend
0.040
27
Large Blend
0.020
19
15
10
Mid-Cap Blend
1.260
4
5
94
Large Growth
0.840
41
78
Large Blend
0.980
93
95
92
Large Growth
1.000
87
89
99
Large Growth
0.740
35
46
74
Mid-Cap Growth
1.160
1
3
Large Growth
0.500
3
7
2
Large Blend
0.430
31
28
24
Mid-Cap Blend
0.620
48
56
39
Small Blend
0.810
53
40
12
Large Blend
1.600
Small Blend
1.000
17
62
Large Blend
0.070
Large Value
1.260
3
2
1
Large Value
0.930
52
76
46
Small Blend
1.300
9
62
94
Mid-Cap Blend
1.090
8
85
Mid-Cap Growth
1.810
36
5
40

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