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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 Blend
1.570
91
95
86
Large Growth
0.790
92
Large Growth
0.910
10
6
20
Large Blend
1.010
50
66
80
Mid-Cap Growth
1.060
98
96
Large Value
0.630
39
56
41
Small Value
0.810
46
52
36
Large Growth
0.940
34
24
40
Mid-Cap Growth
1.000
51
39
65
Mid-Cap Value
0.970
49
44
17
Large Growth
0.940
17
20
26
Large Growth
0.930
8
9
8
Large Value
1.010
31
60
59
Large Growth
0.650
80
89
78
Large Blend
0.590
79
86
64
Large Growth
0.600
47
68
47
Large Blend
0.570
72
86
74
Large Growth
4.000
91
94
95
Large Blend
1.390
78
92
96
Large Value
1.000
34
Small Value
1.740
18
87
48
Small Blend
1.220
67
66
Small Growth
4.160
Large Value
1.200
27
38
4
Small Value
0.830
3
2
Large Value
1.000
6
3
Mid-Cap Blend
1.500
78
58
20
Large Value
1.220
92
89
Large Blend
1.130
Large Growth
0.960
Large Blend
1.230
59
89
92
Small Blend
0.850
99
Mid-Cap Value
1.120
76
80
70
Mid-Cap Value
1.000
65
66
83
Mid-Cap Value
1.000
68
67
40
Large Growth
0.650
48
54
Small Blend
0.900
73
81
Large Blend
0.690
72
78
Large Growth
1.270
56
6
Mid-Cap Growth
1.180
30
22
44
Mid-Cap Value
1.210
75
77
92
Large Blend
1.110
Small Growth
1.190
83
27
39
Large Value
1.050
40
72
81
Large Blend
2.500
58
75
Small Value
2.370
2
4
54
Large Value
0.920
40
49
87
Large Value
0.150
Large Blend
0.150
Small Value
0.250
Large Growth
1.120
Large Growth
0.900
92
77
78
Large Blend
0.900
73
57
70
Mid-Cap Blend
0.970
21
23
92
Large Blend
1.990
Mid-Cap Growth
0.990
65
57
86
Small Growth
0.930
Large Growth
0.700
88
Mid-Cap Growth
0.900
Large Blend
1.250
90
61
Mid-Cap Blend
1.000
74
89
76
Large Growth
0.880
35
44
86
Large Value
0.780
32
28
34
Large Growth
0.870
55
71
48
Large Value
0.830
15
11
5
Large Growth
1.000
58
73
69
Mid-Cap Blend
0.500
49
60
48
Large Growth
0.830
55
49
61
Large Blend
0.500
40
38
38

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