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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
98
96
93
Large Growth
0.790
90
Large Growth
0.950
25
18
40
Large Blend
1.040
89
86
89
Large Value
1.810
100
100
100
Mid-Cap Growth
0.990
74
4
Large Value
0.630
33
44
45
Mid-Cap Value
0.920
59
84
59
Mid-Cap Value
0.910
18
Small Value
0.830
44
54
35
Large Growth
0.950
22
30
40
Mid-Cap Growth
1.000
47
50
67
Mid-Cap Value
0.980
56
64
20
Large Growth
0.950
17
29
33
Large Growth
0.940
8
7
7
Large Value
1.000
49
76
63
Large Growth
0.650
91
92
81
Large Blend
0.590
81
79
59
Large Growth
0.610
57
69
43
Large Blend
0.570
78
83
65
Small Growth
6.020
100
100
100
Large Growth
4.070
91
98
96
Large Blend
1.460
92
95
98
Large Value
1.000
Small Value
1.740
55
59
50
Small Blend
1.220
71
43
Small Blend
4.160
Large Value
1.200
29
27
15
Small Value
0.830
3
1
Large Value
1.000
6
2
Mid-Cap Blend
1.500
71
64
14
Large Value
1.220
97
97
Large Blend
1.130
Large Growth
0.960
Large Blend
1.230
69
86
94
Small Blend
0.850
100
Mid-Cap Value
1.120
79
84
65
Mid-Cap Value
1.000
40
54
78
Mid-Cap Value
1.000
62
49
15
Large Growth
0.650
47
70
Small Blend
0.900
86
77
Large Blend
0.690
61
68
Large Growth
1.270
53
Mid-Cap Growth
1.180
11
18
39
Mid-Cap Value
1.210
62
73
90
Large Blend
1.110
Small Growth
1.190
77
38
41
Large Value
1.050
16
45
69
Large Blend
2.500
62
64
Small Value
2.370
6
7
91
Large Value
0.920
75
63
91
Large Blend
0.150
Small Value
0.250
Large Growth
1.120
Large Growth
0.900
93
88
86
Large Blend
0.900
87
85
81
Mid-Cap Blend
0.970
71
42
96
Mid-Cap Growth
0.990
73
67
91
Small Blend
0.930
Large Growth
0.700
Mid-Cap Blend
0.900
Large Blend
1.250
74
58
Mid-Cap Blend
1.000
83
88
68
Large Blend
0.880
8
6
75
Large Value
0.930
5
18
6
Large Value
0.780
26
21
22
Large Growth
0.870
36
63
46
Large Value
0.830
18
28
8
Large Growth
1.000
48
76
65
Mid-Cap Blend
0.500
54
61
46

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