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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 %
Small Growth
0.940
33
40
11
Small Blend
1.040
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
Large Blend
1.080
89
91
82
Small Value
1.000
Small Growth
1.250
Large Value
2.080
100
99
Small Growth
3.210
100
100
Small Value
1.210
76
71
54
Small Growth
1.170
21
25
13
Small Growth
1.630
14
5
5
Small Growth
1.660
9
20
6
Small Growth
1.120
12
11
20
Small Blend
1.160
59
25
10
Small Growth
1.160
8
2
3
Large Blend
0.890
Large Growth
0.950
23
55
84
Mid-Cap Blend
1.090
94
98
98
Large Blend
1.070
95
98
98
Large Blend
1.040
53
62
86
Large Growth
1.330
85
100
97
Large Growth
1.120
71
86
91
Small Growth
1.240
43
75
91
Large Value
0.650
Mid-Cap Value
0.780
Mid-Cap Blend
0.880
77
84
88
Small Blend
0.920
73
77
23
Large Value
0.650
51
29
34
Small Growth
0.750
Large Blend
0.890
81
54
52
Large Growth
1.200
41
27
50
Mid-Cap Growth
0.950
95
71
91
Small Blend
0.900
Large Blend
0.330
37
39
34
Large Blend
1.190
55
24
Small Growth
1.200
24
59
Large Blend
1.000
49
45
67
Large Value
1.300
71
61
Small Blend
1.390
85
83
46
Large Growth
1.000
9
1
Large Growth
1.000
21
4
Small Growth
1.110
34
72
24
Small Growth
1.900
18
Large Growth
1.190
65
85
89
Large Blend
1.150
94
92
88
Small Value
1.150
Mid-Cap Blend
0.060
25
19
Large Blend
0.030
19
15
10

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