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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
0.960
57
68
Small Growth
1.510
18
22
5
Large Growth
0.930
64
74
71
Large Growth
0.950
53
57
56
Mid-Cap Growth
1.030
38
67
77
Small Growth
1.020
7
10
12
Large Blend
2.090
37
58
86
Large Blend
1.300
100
100
100
Large Blend
1.070
100
100
100
Large Growth
1.100
57
36
90
Large Growth
1.100
73
86
93
Mid-Cap Growth
0.840
86
93
Mid-Cap Blend
1.210
75
66
79
Mid-Cap Blend
0.970
58
40
57
Small Blend
1.170
94
89
93
Mid-Cap Blend
1.180
27
27
62
Large Blend
1.360
42
49
Large Growth
1.350
68
77
95
Large Blend
1.150
78
82
94
Mid-Cap Growth
1.060
Large Growth
0.940
40
58
64
Mid-Cap Blend
1.180
36
80
79
Small Blend
1.210
33
36
21
Mid-Cap Blend
0.240
11
10
Large Value
0.840
5
7
65
Mid-Cap Blend
0.950
8
11
Small Blend
1.050
56
83
97
Large Growth
1.020
55
81
82
Large Growth
0.420
90
93
Small Blend
1.000
95
93
Mid-Cap Growth
1.040
55
31
36
Mid-Cap Blend
0.970
19
9
12
Small Growth
0.950
46
44
34
Large Blend
1.390
98
99
99
Large Blend
1.200
Mid-Cap Blend
1.280
98
93
Large Growth
1.380
100
97
Large Growth
1.530
100
100
Large Value
0.850
Mid-Cap Blend
0.810
50
Large Blend
1.460
43
52
Mid-Cap Growth
1.090
53
39
26
Small Growth
1.270
79
67
69
Mid-Cap Value
0.900
87
67
96
Small Growth
1.050
36
Small Value
1.050
89
76
Large Growth
1.150
95
96
88
Large Growth
1.830
90
82
87
Mid-Cap Value
0.950
14
Large Value
0.700
3
Mid-Cap Value
0.850
17
36
Large Value
1.210
89
69
94
Large Blend
0.950
43
67
58
Large Growth
1.000
58
59
25
Large Value
0.530
27
47
31
Mid-Cap Blend
1.180
15
55
43
Mid-Cap Growth
0.850
31
38
21
Mid-Cap Growth
1.110
6
2
Small Blend
1.920
68
55
86
Small Growth
1.170
33
28
20
Small Value
1.360
88
77
91
Large Blend
1.750
79
89
86
Small Value
1.050
Mid-Cap Value
0.900
6
2
Large Blend
0.710
89
66
67
Large Value
0.790
Large Value
0.790
21
49
Mid-Cap Growth
0.860
84
59
80
Small Growth
1.150
60
54
70
Large Blend
0.770
11
35
8
Large Blend
0.980
69
62
32
Large Growth
1.100
68
66
43
Large Value
1.080
80
71
48
Large Value
0.690
13
13
4
Large Growth
1.030
41
45
42
Large Blend
0.200
31
30
23
Large Value
1.020
32
28
57
Mid-Cap Growth
0.900
37
57
70
Mid-Cap Blend
0.200
42
35
29

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