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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 Value
0.830
68
55
33
Large Growth
0.950
38
38
48
Mid-Cap Growth
1.010
29
48
60
Mid-Cap Value
0.980
69
75
42
Large Growth
0.010
24
24
36
Mid-Cap Growth
0.010
23
35
52
Large Growth
0.950
39
39
45
Large Growth
0.950
11
9
11
Large Value
1.000
60
79
62
Large Growth
0.680
93
91
77
Large Blend
0.610
73
69
59
Large Growth
0.640
59
58
48
Large Growth
0.420
85
92
Large Blend
0.580
77
83
70
Small Growth
11.800
100
100
100
Large Growth
4.680
95
99
96
Large Blend
1.460
98
97
98
Large Value
1.020
Small Value
1.700
83
74
73
Small Blend
1.270
41
48
Small Blend
4.190
Large Value
1.200
41
10
14
Small Value
0.830
3
1
Large Value
1.000
6
Mid-Cap Blend
1.550
45
76
19
Large Value
0.980
98
99
Large Blend
1.210
Large Blend
0.960
Large Blend
1.230
73
78
90
Small Blend
0.850
99
Mid-Cap Value
1.150
54
59
39
Mid-Cap Value
1.000
80
45
90
Mid-Cap Value
1.040
18
7
1
Large Growth
0.650
74
Small Blend
0.900
90
65
Large Blend
0.690
45
57
Large Growth
1.320
49
Mid-Cap Growth
1.180
7
18
19
Mid-Cap Value
1.220
65
62
92
Large Blend
1.110
Small Growth
1.210
15
21
16
Large Value
1.090
21
28
61
Large Blend
2.500
52
46
Small Blend
2.570
89
75
100
Large Value
0.920
72
68
94
Large Blend
0.150
Small Value
0.250
Large Growth
1.260
Large Growth
0.920
80
77
78
Large Blend
0.930
89
91
88
Mid-Cap Blend
0.970
90
75
97
Mid-Cap Growth
0.990
53
59
88
Small Blend
0.950
Large Blend
0.740
Mid-Cap Blend
0.900
Large Blend
1.250
74
64
Large Value
0.650
51
18
Large Growth
0.790
74
59
37
Large Value
0.540
60
41
34
Large Value
0.650
79
83
Mid-Cap Growth
0.990
64
46
77
Mid-Cap Value
0.990
68
71
56
Small Growth
0.990
88
84
91
Small Value
0.990
69
63
50
Mid-Cap Blend
0.810
83
89
71
Large Blend
0.890
3
4
74
Large Value
0.930
30
23
9
Large Value
0.780
52
33
43
Large Growth
0.870
91
67
67
Large Value
0.810
54
49
24
Large Growth
1.070
89
81
75
Mid-Cap Blend
0.500
62
53
45
Large Growth
0.830
38
41
44
Large Blend
0.500
41
38
37

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