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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
0.190
67
84
64
Large Growth
0.170
13
24
20
Large Blend
0.320
24
24
11
Mid-Cap Growth
0.330
88
66
77
Mid-Cap Blend
0.040
14
10
10
Large Blend
0.460
74
63
6
Large Blend
0.380
66
34
1
Mid-Cap Value
0.320
20
50
38
Small Blend
0.170
45
15
15
Mid-Cap Blend
0.170
21
38
6
Large Growth
0.380
18
16
12
Mid-Cap Blend
0.180
65
Large Value
0.170
44
28
14
Large Value
0.300
7
21
11
Large Value
0.340
7
11
18
Large Blend
1.070
30
54
79
Small Blend
1.310
41
76
12
Mid-Cap Value
0.750
17
19
17
Large Blend
1.350
53
74
81
Small Growth
1.150
19
22
Large Growth
1.100
63
65
59
Mid-Cap Blend
1.330
86
67
53
Large Value
0.890
70
52
36
Mid-Cap Growth
1.200
98
95
88
Small Value
1.450
31
12
25
Mid-Cap Growth
1.400
91
92
91
Small Growth
1.250
81
52
42
Small Growth
1.400
91
65
60
Mid-Cap Value
1.300
73
32
49
Large Blend
0.450
31
29
29
Large Blend
1.330
38
63
93
Mid-Cap Growth
1.220
98
100
Large Growth
1.690
18
34
32
Large Growth
1.200
64
47
62
Large Blend
1.200
81
88
82
Mid-Cap Growth
0.950
22
33
15
Mid-Cap Growth
1.240
18
5
9
Mid-Cap Growth
1.000
55
12
8
Small Growth
0.960
43
92
81
Mid-Cap Growth
0.970
9
Mid-Cap Growth
0.770
5
17
22
Large Value
0.700
88
84
91
Large Value
0.770
74
55
61
Mid-Cap Value
1.750
86
73
75
Small Value
0.820
94
97
94
Small Blend
0.850
71
18
Large Blend
1.890
98
98
99
Large Growth
0.650
76
Large Blend
0.660
8
27
49
Large Blend
0.550
48
47
38
Mid-Cap Blend
0.600
69
79
63
Small Blend
0.600
59
77
46
Large Growth
0.920
64
60
52
Large Value
1.100
41
51
73
Large Value
0.640
20
38
49
Large Growth
0.710
60
58
53
Mid-Cap Growth
0.930
41
65
65
Mid-Cap Growth
0.660
35
60
58
Mid-Cap Blend
0.400
32
26
22
Small Blend
0.450
72
60
57
Small Growth
0.940
33
40
11
Small Blend
0.860
83
92
77
Small Blend
0.900
82
90
69
Small Growth
1.330
95
98
97
Small Growth
0.850
92
97
91
Large Blend
0.270
25
24
21

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