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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 Blend
0.870%
27%
49%
45%
Large Value
0.730%
83%
89%
59%
Mid-Cap Growth
0.050%
55%
77%
Large Blend
0.180%
66%
69%
66%
Large Blend
0.890%
86%
82%
80%
Large Blend
0.170%
43%
65%
53%
Large Growth
0.890%
42%
36%
51%
Large Blend
0.040%
46%
37%
22%
Large Blend
0.250%
53%
Large Value
0.890%
74%
84%
76%
Mid-Cap Blend
0.980%
74%
79%
46%
Large Blend
0.250%
42%
34%
30%
Large Blend
0.050%
36%
26%
Small Blend
0.440%
48%
47%
60%
Small Blend
1.140%
25%
40%
73%
Small Growth
1.110%
65%
79%
79%
Small Blend
0.430%
23%
12%
28%
Small Value
1.140%
76%
80%
85%
Small Blend
0.420%
54%
43%
42%
Large Blend
0.890%
30%
56%
64%
Small Blend
1.110%
69%
77%
75%
Large Value
0.200%
78%
47%
21%
Large Value
0.900%
85%
56%
43%
Large Blend
0.920%
90%
67%
71%
Large Blend
2.470%
Small Blend
1.230%
12%
38%
30%
Small Blend
1.230%
99%
99%
Large Blend
0.700%
15%
34%
56%
Large Growth
1.000%
27%
32%
41%
Mid-Cap Growth
1.250%
36%
49%
81%
Mid-Cap Growth
1.500%
35%
66%
93%
Large Growth
1.670%
34%
47%
29%
Mid-Cap Blend
3.020%
79%
87%
91%
Small Growth
2.060%
13%
59%
92%
Large Blend
0.700%
14%
10%
Large Value
0.890%
42%
19%
49%
Large Blend
0.050%
55%
43%
33%
Large Blend
0.730%
85%
86%
76%
Large Value
0.890%
87%
91%
89%
Small Blend
0.250%
28%
34%
23%
Large Growth
0.990%
32%
60%
48%
Large Growth
0.710%
86%
75%
58%
Small Blend
0.040%
79%
70%
56%
Small Blend
1.080%
34%
65%
39%
Large Blend
0.030%
61%
53%
39%
Large Growth
0.035%
21%
14%
Large Value
0.035%
72%
66%
Mid-Cap Blend
0.040%
62%
38%
Large Blend
0.020%
32%
24%
15%
Mid-Cap Blend
1.260%
1%
1%
54%
Small Growth
0.990%
10%
Small Growth
1.030%
28%
13%
Large Growth
0.840%
8%
23%
Small Blend
0.970%
90%
57%
Large Blend
0.980%
98%
98%
94%
Large Growth
1.000%
78%
83%
99%
Large Growth
0.740%
40%
20%
67%
Large Growth
0.500%
15%
8%
3%
Large Blend
0.430%
47%
40%
29%
Mid-Cap Blend
0.620%
43%
53%
38%
Small Blend
0.800%
45%
42%
16%
Mid-Cap Growth
1.160%
3%
3%
Large Blend
1.600%
Small Blend
1.000%
38%
59%
Large Blend
0.070%
8%
Large Blend
1.660%
91%
Large Value
1.260%
2%
1%
1%
Large Value
0.930%
67%
88%
65%
Small Blend
1.300%
4%
10%
77%
Mid-Cap Blend
1.090%
4%
60%
89%
Mid-Cap Growth
1.900%
6%
5%
18%
Large Blend
0.080%
Large Blend
1.500%
52%
67%
85%
Mid-Cap Growth
1.000%
97%
89%
Large Blend
0.120%
9%
19%
64%
Large Blend
0.170%
42%
34%
25%
Large Blend
0.020%
37%
27%
Large Growth
0.450%
57%
38%
30%
Large Blend
0.370%
22%
10%
22%
Large Blend
0.160%
34%
28%
18%
Mid-Cap Growth
0.020%
60%
86%
Mid-Cap Blend
0.045%
85%
72%
Large Blend
0.140%
16%
7%
12%
Large Value
0.770%
55%
83%
75%
Small Value
0.810%
54%
65%
47%
Large Value
0.790%
6%
2%
17%
Mid-Cap Blend
0.840%
78%
79%
64%
Mid-Cap Value
0.860%
77%
82%
54%
Mid-Cap Blend
0.790%
91%
71%
Small Blend
0.980%
56%
66%
51%

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