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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
2.090
50
48
82
Large Blend
1.300
100
100
100
Large Blend
1.070
100
100
100
Large Growth
1.100
71
52
92
Large Growth
1.100
79
93
97
Mid-Cap Growth
0.840
83
93
Mid-Cap Blend
1.210
74
73
78
Mid-Cap Blend
0.970
61
36
50
Small Blend
1.170
91
91
94
Mid-Cap Blend
1.180
29
25
61
Large Blend
1.360
40
46
Large Growth
1.350
66
75
94
Large Blend
1.150
66
78
93
Mid-Cap Growth
1.060
Large Growth
0.940
36
60
68
Mid-Cap Blend
1.180
38
66
87
Small Blend
1.210
39
41
31
Large Value
0.840
5
7
54
Mid-Cap Blend
0.950
9
8
26
Small Blend
1.050
49
71
97
Large Value
1.110
81
71
94
Large Growth
1.020
64
88
85
Large Growth
0.420
92
95
91
Small Blend
1.000
93
93
Mid-Cap Growth
1.040
48
28
30
Mid-Cap Blend
0.970
23
9
19
Small Growth
0.950
58
45
37
Large Blend
1.390
99
100
99
Large Blend
1.200
Large Growth
1.380
100
99
Large Growth
1.530
100
99
Mid-Cap Blend
1.280
94
80
Large Value
0.850
Mid-Cap Blend
0.810
33
Large Blend
1.460
49
49
Mid-Cap Growth
1.090
46
43
21
Small Growth
1.270
85
76
70
Mid-Cap Value
0.900
93
80
96
Small Growth
1.050
36
Small Value
1.050
92
78
Large Growth
1.150
98
96
89
Large Growth
1.830
94
81
87
Mid-Cap Value
0.950
4
Large Value
0.700
4
24
Mid-Cap Value
0.850
13
17
Large Value
1.210
89
70
91
Large Blend
0.950
44
68
58
Large Growth
1.000
59
62
28
Large Value
0.530
22
34
27
Mid-Cap Blend
1.180
19
35
46
Mid-Cap Growth
0.850
21
26
14
Mid-Cap Growth
1.110
4
1
Small Blend
1.920
60
62
77
Small Growth
1.170
36
27
20
Small Value
1.360
91
85
92
Large Value
1.750
17
24
27
Small Value
1.050
Mid-Cap Value
0.900
16
3
Large Blend
0.710
89
78
70
Large Value
0.790
Large Value
0.790
40
61
Mid-Cap Growth
0.860
89
65
85
Small Growth
1.150
77
63
74
Large Blend
0.770
9
35
11
Large Blend
0.980
73
58
38
Large Growth
1.100
74
65
50
Large Value
1.080
75
69
53
Large Value
0.690
12
18
6
Large Growth
1.030
31
43
39
Large Blend
0.200
34
32
22
Large Value
1.020
29
38
57
Mid-Cap Growth
0.900
34
42
71
Mid-Cap Blend
0.200
52
43
31
Mid-Cap Value
0.880
21
41
42
Small Growth
1.020
4
6
7
Small Blend
0.200
46
28
5

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