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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 Value
0.630
36
23
36
Mid-Cap Value
0.920
78
62
45
Small Value
0.830
47
44
35
Large Growth
0.970
37
38
51
Mid-Cap Growth
1.010
31
44
61
Mid-Cap Value
0.980
63
61
20
Large Growth
0.010
28
24
39
Mid-Cap Growth
0.010
28
34
56
Large Growth
0.970
46
44
44
Large Growth
0.970
11
11
13
Large Value
1.000
46
62
50
Large Growth
0.680
91
87
72
Large Blend
0.610
76
56
58
Large Growth
0.640
54
42
47
Large Growth
0.420
89
84
Large Blend
0.580
81
79
69
Small Growth
11.800
98
100
100
Large Growth
4.680
91
96
95
Large Blend
1.460
98
97
97
Large Value
1.020
Small Value
1.700
75
62
72
Small Blend
1.270
64
52
Small Blend
4.190
Large Value
1.200
45
4
16
Small Value
0.830
6
6
Large Value
1.000
3
Mid-Cap Blend
1.550
62
82
22
Large Value
0.980
97
Large Blend
1.210
Large Blend
0.960
Large Blend
1.230
77
89
95
Small Blend
0.850
Mid-Cap Value
1.150
47
53
48
Mid-Cap Value
1.000
42
20
77
Mid-Cap Value
1.040
23
6
24
Large Growth
0.650
59
Small Blend
0.900
98
97
Large Blend
0.690
60
Large Growth
1.320
30
Mid-Cap Growth
1.180
15
25
19
Mid-Cap Value
1.220
54
59
78
Large Blend
1.110
Small Growth
1.210
14
16
7
Large Value
1.090
21
17
47
Large Blend
2.500
55
2
Small Blend
2.570
97
87
100
Large Value
0.920
48
70
86
Large Blend
0.150
Small Value
0.250
Large Growth
1.260
Large Growth
0.920
71
68
74
Large Blend
0.930
83
85
85
Mid-Cap Blend
0.970
78
53
97
Mid-Cap Growth
0.990
66
80
86
Large Blend
0.740
Mid-Cap Blend
0.900
Large Growth
1.250
95
96
Large Blend
0.410
45
41
Large Value
0.650
49
25
Large Growth
0.790
65
59
41
Large Value
0.540
71
58
47
Large Value
0.650
73
91
Mid-Cap Growth
0.990
65
47
87
Mid-Cap Value
0.990
88
79
71
Small Growth
0.990
83
79
96
Small Value
0.990
66
64
35
Mid-Cap Blend
0.810
93
95
80
Large Blend
0.890
6
10
63
Large Value
0.930
44
22
38
Large Value
0.780
53
44
21
Large Growth
0.870
92
62
79
Large Value
0.810
55
49
25
Large Growth
1.070
85
74
79

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