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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
0.330%
78%
65%
44%
Mid-Cap Blend
0.180%
17%
Large Value
0.170%
32%
22%
11%
Large Value
0.300%
7%
16%
13%
Large Value
0.340%
22%
19%
29%
Small Value
0.630%
24%
30%
32%
Large Blend
1.070%
27%
81%
83%
Small Value
1.380%
60%
64%
16%
Mid-Cap Value
0.750%
28%
38%
22%
Small Value
1.450%
39%
61%
42%
Mid-Cap Value
0.090%
19%
51%
48%
Mid-Cap Growth
0.980%
24%
75%
75%
Large Blend
1.280%
63%
91%
71%
Large Growth
1.100%
75%
88%
67%
Mid-Cap Blend
1.330%
49%
38%
52%
Large Value
0.890%
84%
65%
44%
Mid-Cap Growth
1.200%
94%
96%
93%
Small Value
1.450%
36%
12%
31%
Mid-Cap Growth
1.400%
90%
91%
95%
Small Growth
1.250%
99%
99%
80%
Small Growth
1.400%
100%
100%
89%
Mid-Cap Value
1.300%
57%
25%
33%
Large Blend
0.440%
50%
42%
35%
Large Blend
1.350%
31%
85%
91%
Small Value
1.420%
52%
16%
8%
Small Blend
1.250%
35%
59%
61%
Large Blend
0.740%
16%
81%
69%
Mid-Cap Growth
1.240%
94%
98%
Mid-Cap Value
0.990%
93%
46%
57%
Small Blend
1.150%
62%
82%
81%
Large Growth
1.200%
80%
80%
69%
Large Value
1.200%
15%
35%
13%
Mid-Cap Growth
0.950%
11%
12%
12%
Mid-Cap Growth
1.240%
58%
7%
24%
Mid-Cap Growth
1.000%
9%
6%
4%
Small Growth
1.070%
72%
11%
3%
Small Growth
0.960%
35%
83%
60%
Mid-Cap Growth
0.970%
18%
Large Value
0.700%
96%
93%
94%
Large Value
0.740%
94%
91%
81%
Mid-Cap Value
1.750%
94%
95%
81%
Small Value
0.820%
98%
98%
98%
Large Growth
1.700%
57%
66%
50%
Large Growth
1.230%
45%
37%
55%
Mid-Cap Growth
0.830%
19%
23%
20%
Small Blend
0.890%
66%
49%
Large Growth
1.250%
97%
86%
55%
Large Blend
1.890%
95%
98%
98%
Large Growth
0.650%
46%
Large Value
0.490%
25%
15%
9%
Large Value
0.520%
4%
6%
33%
Large Blend
0.660%
12%
16%
55%
Large Blend
0.550%
67%
66%
43%
Mid-Cap Blend
0.600%
63%
74%
65%
Small Blend
0.600%
55%
64%
34%
Large Growth
0.920%
77%
74%
62%
Large Value
1.100%
21%
31%
67%
Large Value
0.640%
14%
20%
48%
Large Growth
0.720%
75%
70%
62%
Mid-Cap Blend
0.700%
65%
75%
84%
Mid-Cap Growth
0.930%
34%
54%
54%
Mid-Cap Growth
0.660%
28%
49%
50%
Mid-Cap Value
0.780%
70%
73%
65%
Large Blend
0.360%
40%
20%
12%
Large Value
0.350%
76%
61%
60%
Mid-Cap Growth
0.400%
64%
50%
43%
Mid-Cap Blend
0.400%
68%
41%
35%
Small Blend
0.450%
85%
80%
67%
Small Growth
0.930%
36%
31%
7%
Small Blend
0.850%
87%
88%
77%
Small Blend
0.900%
86%
87%
69%
Small Growth
0.850%
84%
96%
94%
Large Value
0.350%
32%
17%
Large Blend
0.270%
43%
35%
26%
Large Growth
1.060%
98%
98%
99%
Small Blend
1.250%
100%
100%
100%
Mid-Cap Blend
1.000%
Small Value
0.850%
95%
Small Growth
0.990%
47%
Large Value
2.080%
100%
100%
Small Value
1.100%
Small Value
1.100%
10%
22%
84%
Small Value
1.210%
43%
70%
76%
Small Growth
1.170%
40%
26%
23%
Small Growth
1.630%
78%
21%
12%
Small Growth
1.660%
15%
20%
9%
Small Growth
1.120%
88%
31%
65%
Small Blend
1.160%
75%
65%
22%
Small Growth
1.160%
59%
8%
5%
Large Blend
0.900%
Large Growth
0.950%
12%
21%
81%
Mid-Cap Blend
1.090%
99%
96%
99%
Large Blend
1.090%
98%
96%
99%
Large Blend
1.040%
88%
63%
92%
Large Growth
1.330%
60%
94%
94%
Large Growth
1.120%
20%
57%
80%
Small Growth
1.240%
8%
46%
68%

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