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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 %
Mid-Cap Growth
1.610
28
80
96
Small Blend
1.520
84
80
57
Large Blend
1.250
53
61
71
Mid-Cap Growth
1.260
76
38
57
Small Value
1.250
80
89
98
Large Value
1.070
93
97
93
Large Value
0.990
99
99
86
Large Blend
0.910
13
54
36
Large Blend
0.690
90
86
Mid-Cap Blend
0.930
78
16
15
Mid-Cap Growth
1.230
28
26
19
Mid-Cap Value
0.850
34
62
35
Small Blend
0.940
82
75
96
Small Value
1.380
52
66
77
Small Blend
1.200
51
18
30
Large Value
0.830
45
42
45
Small Value
1.100
37
96
28
Large Value
1.110
Large Growth
0.850
50
73
87
Large Value
0.610
84
86
31
Large Blend
0.760
51
49
44
Large Growth
0.900
24
19
24
Mid-Cap Growth
0.950
77
96
94
Small Growth
0.960
50
72
Small Value
0.800
50
65
70
Mid-Cap Value
1.230
63
56
57
Large Blend
0.300
27
25
22
Large Value
0.740
99
100
Small Blend
1.180
76
81
70
Mid-Cap Blend
0.950
Mid-Cap Blend
0.980
64
51
Large Value
0.500
Large Growth
0.500
Small Growth
1.000
18
26
18
Mid-Cap Growth
1.930
90
93
100
Large Blend
0.240
14
13
11
Large Growth
0.630
83
75
80
Mid-Cap Growth
0.380
43
76
60
Large Blend
0.810
86
89
83
Large Growth
0.840
78
79
44
Large Value
0.700
75
58
65
Large Growth
0.420
6
6
3
Small Blend
1.100
15
16
55
Large Value
0.920
82
90
86
Large Value
1.500
16
36
54
Large Value
2.570
1
Large Growth
0.640
40
44
56
Mid-Cap Blend
0.350
51
57
41
Mid-Cap Value
0.800
33
45
54
Large Blend
0.290
27
26
25
Large Blend
1.210
Small Value
1.220
Mid-Cap Growth
0.990
23
16
8
Large Value
0.700
36
50
35
Mid-Cap Growth
1.070
36
22
15
Large Growth
1.130
71
57
76
Large Blend
0.490
31
Large Blend
0.140
22
19
14
Large Value
0.450
Large Growth
0.430
78
83
19
Large Growth
0.350
51
75
67
Large Blend
0.270
64
39
44
Large Value
0.280
46
30
20
Small Growth
0.400
30
34
27
Small Blend
0.520
44
53
39

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