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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 %
Mid-Cap Growth
0.860
55
54
73
Mid-Cap Value
0.880
17
15
22
Small Growth
0.960
13
11
10
Small Blend
0.200
39
26
8
Small Value
1.270
39
45
43
Small Value
1.020
22
28
25
Large Growth
0.680
27
36
26
Mid-Cap Growth
0.710
62
55
44
Large Value
0.670
63
40
24
Mid-Cap Growth
0.800
Mid-Cap Growth
1.100
71
27
Small Growth
1.100
65
39
26
Large Growth
0.680
38
40
40
Mid-Cap Growth
0.790
10
41
Small Growth
1.000
4
6
15
Large Blend
1.150
Large Value
4.020
95
24
57
Small Value
1.300
22
22
8
Large Blend
0.890
91
90
94
Small Blend
0.990
88
74
Large Blend
0.750
Large Growth
0.750
Small Growth
1.000
Large Value
1.000
95
88
87
Small Value
1.000
14
18
93
Large Value
0.760
85
69
Large Value
0.990
15
12
34
Large Blend
1.540
Mid-Cap Growth
0.980
64
20
14
Large Growth
0.990
73
32
54
Small Growth
1.050
35
42
Large Blend
0.140
46
53
38
Large Blend
0.190
47
66
49
Large Blend
0.130
34
35
Large Growth
0.180
57
62
Large Value
0.220
63
68
20
Large Blend
0.080
20
17
10
Small Blend
0.410
32
37
16
Small Growth
0.320
39
77
Small Blend
0.270
26
48
22
Small Value
0.300
26
32
24
Small Value
0.290
15
19
15
Mid-Cap Value
0.280
28
27
27
Large Value
1.010
98
89
90
Large Value
0.670
98
97
Large Growth
0.660
24
32
24
Large Blend
0.550
49
43
21
Large Blend
0.650
15
90
77
Large Blend
0.200
26
20
20
Large Blend
0.480
95
97
100
Large Growth
0.830
17
28
29
Large Blend
0.290
27
23
23
Small Blend
0.950
5
11
7
Small Growth
1.210
84
94
96
Large Blend
0.850
74
69
90
Large Blend
0.980
70
70
74
Large Growth
0.880
87
94
88
Small Blend
0.930
1
2
Large Value
0.870
70
68
57
Large Blend
1.150
9
50
48
Large Blend
0.890
97
96
93
Large Blend
0.930
87
93
72
Large Value
1.320
68
82
Mid-Cap Value
0.850
81
68
62
Small Value
1.200
81
77
57
Large Value
1.020
83
85
90
Large Growth
1.090
38
43
53
Large Value
1.020
77
79
86
Large Growth
1.040
63
84
84
Large Blend
1.880
16
35
78
Large Growth
0.980
18
14
24
Mid-Cap Growth
1.160
9
8
25
Mid-Cap Value
0.830
57
19
Large Value
0.500
41
Small Growth
2.050
77
67
70
Small Blend
1.380
87
76
59
Large Value
1.200
22
44
57
Mid-Cap Value
0.890
65
55
63
Mid-Cap Value
1.150
61
46
60
Large Growth
1.150
99
97
100

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