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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
1.030
31
14
35
Mid-Cap Growth
0.700
51
41
38
Small Growth
1.000
13
14
10
Large Growth
1.200
39
52
92
Large Growth
0.810
81
76
83
Small Growth
0.820
Small Blend
1.250
88
94
96
Mid-Cap Growth
0.800
22
9
36
Mid-Cap Growth
0.850
9
Mid-Cap Growth
1.290
81
54
31
Small Growth
1.050
21
24
Large Growth
0.700
38
Large Growth
1.000
97
93
81
Mid-Cap Growth
1.320
1
1
1
Mid-Cap Growth
1.290
32
15
30
Large Growth
1.310
3
1
13
Large Growth
1.300
1
1
1
Small Growth
1.290
45
45
48
Large Growth
1.250
59
48
69
Large Blend
1.180
50
91
85
Large Value
0.890
16
31
80
Large Value
0.700
33
52
Large Value
0.780
44
80
63
Small Growth
0.950
91
93
87
Large Growth
1.510
98
99
91
Large Blend
0.480
Large Value
0.680
53
47
56
Large Blend
0.810
11
21
72
Mid-Cap Growth
0.800
82
31
6
Mid-Cap Value
0.740
19
6
21
Mid-Cap Growth
0.850
Large Growth
0.620
Mid-Cap Growth
0.750
Large Value
1.000
98
99
94
Large Blend
0.850
41
9
53
Mid-Cap Blend
1.000
68
12
25
Mid-Cap Blend
0.750
43
13
30
Large Blend
1.000
56
11
48
Mid-Cap Blend
0.990
67
13
32
Mid-Cap Blend
1.000
51
17
51
Large Value
1.560
100
99
98
Small Value
0.730
9
Large Value
0.700
Large Blend
1.350
67
7
83
Large Growth
0.190
36
28
Mid-Cap Blend
0.540
Large Growth
0.720
56
69
78
Mid-Cap Growth
1.070
48
33
57
Large Blend
0.910
85
76
90
Large Growth
0.810
90
45
77
Mid-Cap Growth
0.940
88
Mid-Cap Growth
1.000
84
80
52
Large Blend
0.930
15
32
Small Growth
1.460
34
46
44
Large Value
1.010
23
39
96
Large Growth
0.920
81
70
75
Large Growth
0.930
54
50
24
Mid-Cap Growth
1.020
70
59
82

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