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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 Blend
0.870%
88%
78%
68%
Large Blend
0.750%
Large Growth
0.750%
Large Value
0.750%
Small Growth
1.000%
Large Value
0.850%
42%
71%
86%
Large Blend
0.240%
23%
25%
29%
Small Blend
0.420%
50%
41%
45%
Large Blend
1.250%
90%
90%
91%
Large Blend
0.660%
48%
39%
45%
Large Blend
0.630%
67%
Large Growth
0.690%
92%
89%
52%
Mid-Cap Growth
0.790%
49%
26%
23%
Large Blend
0.620%
13%
4%
7%
Large Value
0.630%
48%
51%
68%
Large Blend
0.150%
40%
32%
25%
Mid-Cap Growth
0.230%
73%
84%
75%
Large Growth
0.630%
91%
90%
66%
Large Growth
0.570%
92%
89%
49%
Mid-Cap Growth
0.610%
66%
45%
15%
Small Growth
0.660%
49%
30%
22%
Large Growth
0.550%
68%
55%
11%
Large Value
0.550%
46%
49%
28%
Mid-Cap Growth
0.720%
63%
46%
20%
Mid-Cap Growth
0.140%
54%
69%
Mid-Cap Value
0.770%
13%
28%
24%
Mid-Cap Growth
0.750%
71%
19%
5%
Mid-Cap Blend
0.680%
59%
41%
Small Growth
0.780%
66%
62%
30%
Large Value
0.530%
39%
57%
Small Blend
0.140%
79%
73%
Small Growth
0.850%
48%
32%
30%
Small Blend
0.780%
63%
52%
57%
Large Blend
0.730%
88%
90%
89%
Large Growth
0.760%
59%
40%
35%
Large Blend
0.640%
48%
38%
25%
Large Value
0.650%
26%
36%
18%
Large Growth
0.800%
34%
8%
Large Value
0.900%
13%
49%
66%
Large Value
0.900%
23%
78%
72%
Mid-Cap Value
0.850%
55%
86%
76%
Large Growth
0.770%
68%
42%
62%
Large Value
1.640%
82%
64%
56%
Small Blend
1.410%
68%
87%
84%
Small Blend
1.250%
12%
10%
11%
Large Blend
0.050%
54%
48%
32%
Large Blend
0.400%
82%
78%
59%
Large Growth
0.400%
63%
58%
29%
Large Growth
0.050%
21%
15%
9%
Large Value
0.660%
57%
77%
78%
Large Value
0.050%
69%
65%
52%
Mid-Cap Growth
0.460%
88%
87%
87%
Mid-Cap Value
0.450%
84%
81%
78%
Small Blend
0.410%
36%
44%
14%
Large Blend
0.050%
33%
26%
15%
Small Blend
0.050%
77%
67%
51%
Large Blend
0.170%
28%
31%
37%
Large Blend
0.310%
24%
22%
Large Value
0.750%
5%
3%
28%
Large Growth
2.190%
1%
88%
98%
Mid-Cap Blend
1.000%
87%
96%
62%
Small Growth
1.450%
79%
53%
Large Blend
0.970%
93%
87%
95%
Large Growth
1.420%
80%
82%
65%
Large Value
0.630%
67%
38%
24%
Large Blend
0.990%
63%
45%
47%
Mid-Cap Blend
1.680%
8%
80%
Small Value
1.150%
56%
38%
53%
Large Value
0.990%
40%
34%
19%
Mid-Cap Blend
1.150%
27%
72%
70%
Mid-Cap Blend
1.310%
97%
90%
61%
Mid-Cap Growth
1.310%
95%
95%
98%
Small Value
0.060%
Large Growth
0.730%
56%
39%
37%
Large Value
0.540%
10%
22%
21%
Mid-Cap Growth
0.900%
Mid-Cap Blend
0.980%
16%
30%
1%
Mid-Cap Value
0.900%
Small Growth
0.950%
8%
Small Blend
1.070%
5%
1%
2%
Mid-Cap Growth
1.610%
25%
67%
93%
Large Growth
1.610%
26%
68%
89%
Mid-Cap Blend
1.580%
21%
21%
44%
Small Blend
1.520%
68%
67%
35%
Large Blend
1.250%
60%
68%
73%
Large Value
0.930%
82%
92%
87%
Large Value
0.990%
98%
98%
86%
Large Blend
0.860%
11%
47%
55%
Large Growth
1.250%
55%
34%
51%
Large Blend
0.990%
16%
11%
19%
Large Blend
0.700%
81%
87%
Large Growth
0.720%
57%
54%
37%
Mid-Cap Blend
0.930%
88%
23%
20%
Mid-Cap Growth
1.210%
73%
31%
34%
Mid-Cap Value
0.850%
45%
51%
35%

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