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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 Value
1.270
45
17
46
Small Value
1.020
24
32
25
Large Growth
0.720
47
62
44
Mid-Cap Growth
0.780
60
75
66
Large Value
0.710
37
65
20
Mid-Cap Growth
0.800
Mid-Cap Growth
1.100
74
24
Small Growth
1.100
69
50
33
Large Growth
0.700
45
56
49
Mid-Cap Growth
0.800
25
58
Small Growth
1.000
14
29
44
Large Blend
1.200
98
99
98
Large Value
4.020
47
57
35
Small Value
1.300
25
29
19
Large Blend
0.980
80
91
92
Small Blend
0.990
84
75
Large Value
1.000
81
91
81
Small Value
1.020
15
31
94
Large Value
0.750
57
55
Mid-Cap Growth
1.100
Mid-Cap Growth
0.980
40
30
Large Growth
0.990
46
39
51
Small Growth
1.050
41
56
Large Blend
0.150
59
43
43
Large Blend
0.190
68
57
57
Large Blend
0.130
39
25
Large Growth
0.190
80
82
Large Value
0.220
69
42
27
Large Blend
0.080
28
27
15
Small Blend
0.440
68
48
28
Small Growth
0.380
82
87
Small Blend
0.330
58
53
38
Small Value
0.390
56
43
40
Small Value
0.330
37
33
24
Mid-Cap Value
0.280
34
14
26
Large Value
1.020
85
81
86
Large Value
0.670
96
92
Large Growth
0.670
27
35
32
Large Blend
0.570
60
44
36
Large Blend
0.680
74
92
87
Large Blend
0.200
31
31
23
Large Growth
0.840
19
37
37
Large Blend
0.310
32
33
25
Small Blend
1.010
20
21
12
Small Growth
1.210
92
91
94
Large Blend
0.850
78
76
89
Large Blend
0.980
58
55
70
Large Growth
0.880
95
97
91
Small Blend
0.930
4
5
Large Value
0.870
70
80
39
Large Blend
1.150
19
51
55
Large Blend
0.900
86
62
77
Large Blend
0.940
85
67
49
Large Value
1.340
91
96
Mid-Cap Value
0.850
65
79
62
Small Value
1.200
66
80
62
Large Value
1.120
87
87
88
Large Growth
1.140
66
58
65
Large Value
1.080
82
81
82
Large Growth
1.100
33
74
72
Large Blend
1.880
50
61
80
Large Growth
0.980
33
32
37
Mid-Cap Growth
1.160
12
11
23
Mid-Cap Value
0.830
15
28
Small Blend
1.380
76
66
62
Small Growth
2.050
62
58
74
Large Value
1.200
39
42
75
Mid-Cap Value
0.890
76
58
75
Mid-Cap Value
1.210
75
63
64
Large Growth
1.240
56
65
86
Small Blend
0.850
46
28
11
Small Growth
1.050
5
4
Small Value
1.140
60
55
50
Mid-Cap Growth
1.050
5
6
3
Large Value
0.680
86
90
41
Large Value
0.930
84
Large Blend
0.820
48
Large Value
0.960
14
13
11
Mid-Cap Value
0.660
72
70
Small Value
1.260
74
93
83
Mid-Cap Value
0.920
63
68
41
Large Value
0.520
10
3
2

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