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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
0.500
32
30
31
Small Blend
1.030
32
34
38
Mid-Cap Growth
0.700
29
12
9
Small Growth
1.000
26
18
9
Large Blend
1.200
10
13
85
Large Growth
0.810
90
87
90
Mid-Cap Growth
0.820
Large Growth
0.750
31
Small Blend
1.250
94
94
Mid-Cap Growth
0.800
23
19
45
Mid-Cap Growth
0.850
10
Mid-Cap Growth
1.290
69
40
23
Small Growth
1.050
29
14
Large Growth
0.700
30
Large Growth
1.000
90
61
64
Mid-Cap Growth
1.320
1
1
1
Mid-Cap Growth
1.290
27
23
20
Large Growth
1.310
2
2
10
Large Growth
1.300
1
1
1
Small Growth
1.290
41
38
42
Large Growth
1.250
62
65
81
Large Blend
1.180
91
94
92
Large Value
0.890
27
46
88
Large Value
0.700
57
60
Large Value
0.780
38
80
63
Small Growth
0.950
79
69
Large Growth
1.510
96
89
96
Large Blend
0.480
Large Value
0.710
47
41
53
Large Blend
0.810
15
41
70
Mid-Cap Growth
0.800
33
10
2
Mid-Cap Value
0.750
7
12
35
Mid-Cap Growth
0.850
Large Growth
0.620
Large Growth
0.670
Mid-Cap Growth
0.760
Large Value
1.000
65
86
76
Large Blend
0.850
38
17
59
Mid-Cap Blend
1.000
58
14
44
Mid-Cap Blend
0.750
39
20
50
Large Blend
1.000
57
37
64
Mid-Cap Blend
0.990
60
16
51
Mid-Cap Blend
1.000
65
31
Large Value
1.560
98
98
94
Small Value
0.730
22
Large Value
0.700
Large Blend
1.350
61
38
81
Large Growth
0.190
35
40
Large Growth
0.720
43
71
78
Large Blend
0.150
55
42
36
Mid-Cap Growth
1.110
39
62
79
Large Blend
0.910
88
83
91
Large Growth
0.820
79
37
75
Mid-Cap Growth
0.940
90
Mid-Cap Growth
1.010
79
70
43
Large Blend
0.940
54
71
Small Growth
1.510
25
28
22

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