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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 Growth
0.920
67
69
73
Large Growth
0.950
53
62
39
Mid-Cap Growth
1.030
29
60
84
Small Growth
1.010
11
15
25
Mid-Cap Blend
1.540
100
100
99
Large Blend
1.970
50
54
80
Large Blend
1.300
99
100
100
Mid-Cap Value
1.090
100
100
100
Large Growth
0.960
44
30
74
Large Blend
0.950
9
10
77
Mid-Cap Growth
0.830
88
82
Mid-Cap Blend
1.140
68
60
71
Mid-Cap Blend
0.950
33
13
27
Small Blend
1.160
98
96
88
Mid-Cap Blend
1.160
49
26
66
Large Blend
1.350
38
40
Large Growth
1.280
55
68
88
Large Blend
1.150
66
72
93
Mid-Cap Growth
1.080
Large Growth
0.910
52
29
47
Mid-Cap Blend
1.180
89
68
91
Small Blend
1.190
52
19
9
Mid-Cap Blend
0.240
13
13
Large Value
0.850
3
17
37
Mid-Cap Blend
0.930
52
25
28
Small Blend
1.100
75
90
99
Large Value
1.110
61
59
81
Large Growth
1.010
28
76
83
Large Growth
0.420
77
87
82
Small Blend
1.000
79
90
Mid-Cap Growth
1.030
25
29
19
Mid-Cap Blend
0.950
15
7
20
Small Growth
0.900
78
52
33
Large Blend
1.380
99
99
100
Large Blend
1.200
Large Growth
1.380
97
96
70
Large Growth
1.530
100
100
100
Large Growth
1.280
100
100
Mid-Cap Growth
1.090
40
28
7
Small Growth
1.260
81
86
63
Mid-Cap Value
0.900
93
81
96
Small Growth
1.050
31
Small Value
1.050
91
84
71
Large Growth
1.140
95
93
90
Large Growth
1.670
91
91
90
Mid-Cap Value
0.950
36
25
Large Value
0.700
44
54
Mid-Cap Value
0.850
50
28
Large Value
1.160
86
93
90
Large Blend
0.930
63
54
59
Large Growth
0.990
73
64
24
Large Value
0.560
32
43
39
Mid-Cap Blend
1.130
19
46
55
Mid-Cap Growth
0.850
9
17
23
Mid-Cap Growth
1.080
4
2
Small Blend
1.830
92
81
69
Small Growth
1.160
39
26
33
Small Value
1.350
78
83
87
Large Value
1.740
21
47
49
Small Value
1.050
Mid-Cap Value
0.900
78
31
Large Blend
0.710
93
96
85
Large Value
0.790
Large Value
0.780
54
35
Mid-Cap Growth
0.830
98
94
95
Small Growth
0.830
81
67
70
Large Blend
0.750
8
37
15
Large Blend
0.970
66
47
45
Large Growth
1.070
37
53
34
Large Value
1.040
62
65
48
Large Value
0.670
28
11
10
Large Growth
0.990
19
36
29
Large Blend
0.200
25
23
17
Large Value
1.000
37
47
49
Mid-Cap Blend
0.200
46
53
36

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