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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 Blend
1.070
66
57
46
Mid-Cap Growth
0.730
15
9
4
Small Growth
1.000
18
17
9
Mid-Cap Blend
0.900
87
88
67
Large Growth
0.820
91
91
90
Mid-Cap Growth
0.970
Mid-Cap Growth
0.820
31
33
37
Mid-Cap Growth
0.850
Small Blend
0.850
97
97
Small Blend
0.950
97
97
Mid-Cap Growth
1.300
38
28
20
Small Growth
1.080
9
6
Large Growth
0.700
60
Large Growth
1.000
19
10
14
Mid-Cap Growth
1.350
3
2
3
Mid-Cap Growth
1.300
45
35
40
Large Growth
1.340
3
3
9
Large Growth
1.310
1
2
1
Small Growth
1.310
40
42
50
Large Growth
1.260
65
79
85
Large Blend
1.250
98
97
96
Large Value
0.890
48
39
89
Large Value
0.700
86
73
Large Blend
1.000
53
56
96
Large Value
0.790
78
69
61
Small Growth
0.950
88
84
Large Growth
1.510
84
15
92
Large Value
0.710
37
30
42
Large Blend
0.790
41
75
84
Mid-Cap Growth
0.800
21
10
4
Mid-Cap Value
0.750
16
20
42
Mid-Cap Growth
0.850
Mid-Cap Growth
0.860
Large Value
1.000
82
78
56
Large Blend
0.900
22
51
66
Mid-Cap Blend
1.000
34
52
51
Mid-Cap Blend
0.750
40
27
Large Blend
1.000
41
51
63
Mid-Cap Blend
1.000
36
57
Mid-Cap Blend
1.000
44
31
Large Value
1.810
78
82
61
Small Value
0.730
19
Large Blend
1.350
49
42
62
Large Growth
0.220
30
50
Large Growth
0.780
71
70
75
Large Blend
0.150
21
52
24
Small Growth
0.940
96
92
79
Mid-Cap Growth
1.110
86
91
95
Large Blend
0.920
84
91
Large Growth
0.840
29
36
53
Mid-Cap Growth
0.980
49
Mid-Cap Growth
1.010
59
58
27
Large Blend
0.940
61
72
Small Growth
1.510
17
17
6
Large Growth
0.920
72
74
72
Large Growth
0.950
56
61
59
Mid-Cap Growth
1.030
44
66
85
Small Growth
1.010
7
8
7

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