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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
0.080
Mid-Cap Growth
1.000
85
Large Blend
0.120
41
59
75
Large Blend
0.160
20
18
13
Mid-Cap Growth
0.020
60
93
Mid-Cap Value
0.860
31
75
53
Large Value
0.850
75
34
84
Large Blend
0.260
17
20
29
Large Blend
1.250
79
92
88
Large Blend
0.660
68
61
64
Large Blend
0.640
83
Large Value
0.630
37
46
61
Large Growth
0.630
76
63
39
Mid-Cap Growth
0.610
80
61
18
Large Growth
0.550
52
21
9
Large Value
0.550
39
49
21
Mid-Cap Growth
0.720
81
66
27
Mid-Cap Value
0.770
20
29
13
Mid-Cap Growth
0.750
26
9
2
Small Growth
0.850
45
51
33
Large Value
0.650
17
19
7
Large Value
0.900
31
78
69
Large Value
0.900
33
77
66
Mid-Cap Value
0.850
44
65
70
Large Growth
0.770
38
22
46
Large Value
1.640
66
43
55
Small Blend
1.410
87
88
83
Large Blend
0.050
35
33
25
Large Blend
0.400
52
48
39
Large Growth
0.400
53
30
20
Large Value
0.660
45
84
72
Mid-Cap Growth
0.460
84
71
76
Mid-Cap Value
0.450
87
89
82
Large Blend
0.050
20
16
10
Small Blend
0.050
61
43
35
Large Blend
0.170
40
37
41
Large Value
0.750
15
16
43
Large Blend
0.500
57
59
83
Mid-Cap Growth
2.190
2
95
89
Mid-Cap Blend
1.000
15
13
9
Small Growth
1.450
9
10
Large Blend
0.970
76
91
94
Large Growth
1.420
56
52
35
Large Value
0.710
64
31
26
Mid-Cap Blend
1.670
74
77
Small Value
1.150
84
70
69
Large Value
0.990
5
9
7
Mid-Cap Blend
1.150
11
70
67
Large Blend
1.310
96
92
84
Small Value
0.060
Large Growth
0.730
19
19
18
Large Value
0.540
16
24
20
Mid-Cap Growth
0.900
Mid-Cap Blend
0.980
11
14
2
Mid-Cap Value
0.900
Small Growth
0.950
22

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