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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 Blend
0.400
20
26
17
Small Blend
0.450
30
18
29
Small Blend
1.040
76
81
65
Small Blend
0.900
75
79
53
Small Growth
1.360
95
96
95
Small Growth
0.850
94
93
87
Large Blend
0.260
35
33
25
Large Blend
1.080
16
15
7
Small Value
1.000
Small Growth
1.250
Large Value
2.350
97
69
Small Value
1.210
70
58
45
Small Growth
1.190
31
33
16
Small Growth
1.660
5
5
4
Small Growth
1.740
15
24
8
Small Growth
1.160
8
13
15
Small Blend
1.210
22
8
9
Small Growth
1.190
4
3
3
Large Blend
0.890
Large Growth
0.860
40
69
72
Mid-Cap Blend
1.090
66
94
94
Large Blend
1.070
86
97
95
Large Blend
1.040
11
59
74
Large Growth
1.550
99
100
99
Mid-Cap Value
0.900
29
23
13
Large Value
0.700
31
34
46
Mid-Cap Blend
1.260
34
28
56
Mid-Cap Growth
1.130
19
14
12
Small Growth
1.200
29
22
26
Large Growth
1.030
34
22
43
Mid-Cap Growth
1.180
10
15
16
Large Growth
0.750
20
15
32
Large Blend
0.250
36
35
25
Large Blend
0.670
88
61
50
Large Growth
0.750
64
49
58
Large Growth
1.280
29
23
50
Large Growth
1.180
89
92
97
Small Blend
0.910
74
73
72
Large Growth
1.150
86
90
94
Small Growth
1.280
59
81
93
Mid-Cap Blend
0.880
83
86
91
Small Blend
0.990
83
60
16
Large Value
0.650
53
47
42
Large Blend
0.930
57
13
43
Large Growth
1.200
36
48
57
Mid-Cap Growth
0.950
84
83
89
Small Blend
0.900
Large Blend
0.320
36
32
33
Large Blend
1.190
6
9
Small Growth
1.200
64
79
Large Blend
1.000
52
63
75
Large Value
1.300
60
71
Small Blend
1.390
92
83
48
Large Growth
1.000
1
1
Large Growth
1.000
3
2
Small Value
0.900
Mid-Cap Blend
0.070
15
20
Large Blend
0.030
26
25
14

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