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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
0.860
81
79
83
Mid-Cap Blend
0.500
48
45
42
Large Growth
0.840
18
42
46
Large Blend
0.500
38
38
32
Small Blend
1.070
44
48
47
Mid-Cap Growth
0.730
10
9
6
Small Growth
1.000
11
13
10
Mid-Cap Blend
0.900
90
87
67
Large Growth
0.820
89
89
86
Mid-Cap Growth
0.970
Mid-Cap Growth
0.820
37
35
32
Mid-Cap Growth
0.850
Small Blend
0.850
98
98
Small Blend
0.950
97
97
Mid-Cap Growth
1.300
41
33
27
Small Growth
1.080
7
4
Large Growth
0.700
80
Large Growth
1.000
21
10
12
Mid-Cap Growth
1.350
3
3
4
Mid-Cap Growth
1.300
34
35
40
Large Growth
1.340
2
2
7
Large Growth
1.310
1
1
1
Small Growth
1.310
42
42
52
Large Growth
1.260
62
77
84
Large Blend
1.250
98
95
98
Large Value
0.890
48
40
89
Large Value
0.700
87
68
Large Blend
1.000
76
77
98
Large Value
0.790
86
70
67
Small Growth
0.950
27
6
Large Growth
1.510
64
21
97
Large Value
0.530
44
58
68
Large Value
0.710
25
21
35
Large Blend
0.790
70
74
87
Mid-Cap Value
0.860
10
11
43
Mid-Cap Growth
0.800
22
11
7
Mid-Cap Growth
0.850
Large Value
1.000
91
79
61
Large Blend
0.900
37
50
65
Mid-Cap Blend
1.000
44
55
45
Mid-Cap Blend
0.750
56
34
Large Blend
1.000
46
54
63
Mid-Cap Blend
1.000
46
57
Mid-Cap Blend
1.000
54
42
Large Value
1.810
77
85
58
Small Value
0.730
30
Large Blend
1.350
35
48
61
Large Growth
0.220
31
43
Large Growth
0.780
70
72
78
Large Blend
0.150
17
42
19
Small Growth
0.940
95
92
78
Mid-Cap Growth
1.140
91
91
96
Large Blend
0.920
84
92
Large Growth
0.840
34
42
56
Mid-Cap Growth
0.980
43
Mid-Cap Growth
1.020
54
57
18

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