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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 Growth
1.160%
97%
94%
96%
Small Blend
0.940%
34%
16%
92%
Small Value
1.380%
42%
39%
81%
Small Blend
1.170%
20%
15%
13%
Large Value
0.830%
35%
24%
37%
Small Value
1.100%
26%
93%
23%
Large Value
1.110%
1%
Large Growth
1.010%
98%
99%
87%
Large Value
0.610%
47%
84%
43%
Large Blend
0.760%
39%
67%
52%
Large Growth
0.900%
87%
80%
61%
Large Value
0.750%
54%
68%
62%
Mid-Cap Growth
0.950%
91%
96%
96%
Mid-Cap Value
0.740%
47%
26%
Small Growth
0.960%
64%
69%
60%
Small Value
0.800%
65%
80%
84%
Mid-Cap Value
1.230%
57%
57%
49%
Large Blend
0.300%
44%
36%
27%
Large Value
0.740%
100%
99%
Small Blend
1.180%
53%
52%
43%
Small Blend
0.900%
7%
Mid-Cap Blend
0.980%
68%
77%
Large Value
0.500%
Large Growth
0.500%
Small Growth
0.990%
22%
19%
18%
Large Blend
0.240%
35%
29%
21%
Large Growth
0.630%
79%
88%
81%
Mid-Cap Growth
0.380%
43%
70%
67%
Large Blend
0.810%
83%
94%
84%
Large Growth
0.840%
75%
86%
60%
Large Value
0.700%
56%
48%
48%
Large Growth
0.420%
17%
8%
2%
Small Blend
1.080%
61%
25%
62%
Large Value
0.900%
79%
89%
83%
Large Value
1.500%
39%
40%
58%
Large Value
2.570%
5%
100%
Small Blend
1.900%
Large Growth
0.760%
94%
91%
60%
Large Growth
0.710%
39%
41%
52%
Large Value
0.680%
86%
86%
71%
Large Growth
0.610%
72%
73%
69%
Large Growth
0.740%
22%
7%
17%
Mid-Cap Blend
0.340%
43%
56%
42%
Mid-Cap Growth
0.750%
22%
16%
28%
Mid-Cap Value
0.790%
53%
49%
58%
Large Growth
0.450%
18%
8%
2%
Small Growth
0.890%
79%
55%
17%
Small Blend
0.360%
84%
79%
66%
Small Value
0.770%
57%
69%
65%
Large Blend
0.290%
44%
37%
29%
Large Blend
0.630%
22%
30%
28%
Large Value
0.480%
72%
85%
70%
Large Blend
0.350%
62%
47%
19%
Large Blend
1.180%
Small Value
1.190%
Mid-Cap Value
0.850%
36%
26%
11%
Mid-Cap Growth
0.990%
17%
8%
17%
Large Blend
0.730%
47%
58%
33%
Small Value
0.920%
30%
50%
29%
Large Value
0.700%
6%
28%
23%
Mid-Cap Value
0.880%
60%
51%
43%
Mid-Cap Growth
0.780%
48%
27%
21%
Large Value
0.860%
54%
56%
73%
Large Growth
0.730%
92%
91%
69%
Large Growth
1.140%
95%
96%
90%
Mid-Cap Growth
1.070%
8%
5%
6%
Large Growth
1.130%
35%
13%
60%
Small Growth
1.160%
29%
43%
35%
Large Blend
0.490%
53%
8%
Large Blend
0.140%
38%
29%
18%
Large Blend
0.450%
Large Growth
0.430%
30%
53%
9%
Large Growth
0.350%
32%
50%
53%
Large Blend
0.270%
4%
2%
5%
Large Value
0.280%
18%
15%
12%
Small Growth
0.400%
32%
21%
18%
Small Blend
0.530%
66%
58%
50%
Mid-Cap Growth
0.190%
71%
83%
74%
Large Blend
0.120%
79%
41%
4%
Large Growth
0.170%
43%
37%
32%
Large Blend
0.320%
24%
30%
16%
Large Blend
0.035%
33%
24%
13%
Mid-Cap Growth
0.330%
84%
75%
83%
Mid-Cap Blend
0.040%
56%
29%
15%
Large Blend
0.460%
59%
62%
2%
Large Blend
0.380%
67%
50%
1%
Mid-Cap Value
0.320%
37%
63%
37%
Small Growth
0.190%
82%
73%
76%
Small Blend
0.170%
63%
33%
26%
Small Value
0.190%
45%
29%
16%
Mid-Cap Blend
0.170%
19%
31%
8%
Small Blend
0.090%
42%
26%
6%
Large Blend
0.060%
36%
31%
11%
Large Blend
0.140%
61%
53%
40%

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