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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 %
Small Growth
1.010
10
8
17
Large Blend
1.950
59
58
75
Large Growth
0.960
62
24
73
Large Blend
0.950
18
3
65
Mid-Cap Growth
0.830
66
63
Mid-Cap Blend
1.100
25
64
69
Mid-Cap Blend
0.980
21
15
15
Small Blend
1.170
94
89
79
Mid-Cap Blend
1.190
12
15
59
Large Blend
1.350
43
46
Large Growth
1.280
71
78
90
Large Blend
1.150
67
76
91
Mid-Cap Growth
1.080
24
Large Growth
0.910
37
6
20
Large Value
0.740
Mid-Cap Blend
1.180
96
78
91
Small Blend
1.190
80
17
15
Mid-Cap Blend
0.240
26
19
Large Value
0.850
8
24
21
Mid-Cap Blend
0.930
36
8
8
Small Blend
1.100
65
45
92
Large Value
1.120
43
55
76
Large Growth
1.040
12
43
43
Large Growth
1.010
23
42
74
Large Growth
0.420
53
62
68
Small Blend
1.000
92
91
Mid-Cap Growth
1.030
35
29
13
Mid-Cap Blend
0.950
28
39
16
Small Growth
0.900
63
68
28
Large Value
1.350
95
95
99
Large Blend
1.190
76
Large Growth
1.380
55
90
44
Large Growth
1.530
100
100
100
Mid-Cap Growth
1.090
42
23
13
Small Growth
1.260
79
74
55
Large Growth
1.140
71
82
80
Large Growth
1.670
82
88
87
Mid-Cap Value
0.950
23
11
Large Value
0.700
75
55
Mid-Cap Value
0.850
19
9
Large Value
1.160
83
95
91
Large Blend
0.930
61
34
61
Large Growth
0.990
83
77
41
Large Value
0.560
47
47
47
Mid-Cap Blend
1.130
78
75
66
Mid-Cap Growth
0.850
25
23
36
Mid-Cap Growth
1.080
10
4
Small Blend
1.850
94
89
78
Small Growth
1.160
50
23
39
Small Value
1.350
84
91
91
Large Value
1.740
19
57
40
Small Value
1.050
Mid-Cap Value
0.900
30
22
Large Blend
0.710
98
97
90
Large Value
0.790
Large Value
0.780
12
14
Mid-Cap Growth
0.830
93
94
95
Small Growth
0.830
95
91
87
Large Blend
0.750
18
51
24
Large Blend
0.950
49
56
50
Large Growth
1.070
26
46
28
Large Value
1.040
41
69
46
Large Value
0.660
24
7
9
Large Growth
0.980
34
49
42
Large Blend
0.200
29
28
22
Large Value
0.970
45
51
41
Mid-Cap Blend
0.200
43
49
36

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