Skip to Content

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
0.900
Large Growth
0.950
16
20
82
Mid-Cap Blend
1.090
100
100
100
Large Blend
1.090
97
97
98
Large Blend
1.040
87
72
91
Large Growth
1.330
55
92
89
Large Growth
1.120
36
70
83
Small Growth
1.240
11
54
65
Large Value
0.450
Mid-Cap Value
0.780
Small Blend
0.880
81
80
88
Small Blend
0.920
85
78
26
Large Value
0.650
65
29
25
Small Growth
0.750
Large Blend
0.890
86
76
61
Large Growth
1.200
60
24
61
Mid-Cap Growth
0.950
96
83
94
Small Blend
0.900
Large Blend
0.330
38
44
38
Large Blend
1.190
86
32
Large Blend
1.250
100
100
100
Small Growth
1.160
23
48
Large Blend
1.000
52
48
71
Large Value
1.300
74
59
Small Blend
1.390
67
81
33
Large Growth
1.000
23
18
Large Growth
1.000
55
38
Small Growth
1.110
27
65
15
Large Growth
1.190
75
76
88
Large Blend
0.980
98
97
93
Small Value
1.150
Mid-Cap Blend
0.060
56
30
Large Blend
0.030
22
19
14

Sponsor Center