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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 Value
0.920
19
31
41
Small Growth
1.020
6
6
7
Small Blend
0.200
36
25
5
Small Value
1.310
34
20
39
Small Value
1.040
35
33
25
Large Growth
0.720
44
52
42
Mid-Cap Growth
0.780
61
69
63
Large Value
0.710
27
47
14
Mid-Cap Growth
1.100
55
22
Small Growth
1.100
56
44
25
Large Growth
0.700
48
56
45
Mid-Cap Growth
0.800
33
57
Small Growth
1.000
27
34
55
Large Blend
1.200
98
99
98
Large Value
2.140
33
30
23
Small Value
1.300
27
31
20
Large Blend
0.980
82
91
94
Small Blend
0.990
78
62
Large Value
1.000
87
88
76
Small Value
1.020
10
47
92
Large Value
0.750
61
36
Mid-Cap Growth
1.100
Mid-Cap Growth
0.980
44
33
Large Growth
0.990
45
30
49
Small Growth
1.050
42
52
Large Blend
0.150
52
35
40
Large Blend
0.190
61
47
57
Large Blend
0.130
35
21
Large Growth
0.190
75
75
Large Value
0.220
73
34
30
Large Blend
0.080
26
24
14
Small Blend
0.440
60
48
32
Small Growth
0.380
86
89
Small Blend
0.330
55
54
35
Small Value
0.390
46
43
39
Small Value
0.330
34
33
24
Mid-Cap Value
0.280
27
9
30
Large Value
1.020
86
76
86
Large Value
0.670
96
94
Large Growth
0.670
27
36
35
Large Blend
0.570
62
47
36
Large Blend
0.680
89
96
90
Large Blend
0.200
29
29
24
Large Growth
0.840
19
36
42
Large Blend
0.310
29
31
27
Small Blend
1.010
26
39
19
Small Growth
1.210
93
94
89
Large Blend
0.850
68
69
90
Large Blend
0.980
71
58
66
Large Growth
0.890
94
95
88
Small Blend
0.970
2
2
Large Value
0.890
78
80
36
Large Blend
1.150
22
52
63
Large Blend
0.900
75
39
79
Large Blend
0.940
98
95
85
Large Value
1.340
87
98
Mid-Cap Value
0.850
72
69
60
Small Value
1.160
69
81
49
Large Value
1.120
85
87
88
Large Growth
1.140
67
59
61
Large Value
1.080
83
84
76
Mid-Cap Value
0.890
71
48
76
Mid-Cap Value
1.210
69
72
49
Large Growth
1.240
44
64
81
Small Blend
0.850
35
26
6
Small Growth
1.050
4
Small Value
1.140
64
40
41
Mid-Cap Growth
1.100
5
6
3
Small Value
1.270
90
77
76
Large Value
0.680
75
75
27
Large Value
0.890
81
Large Blend
0.820
54
Mid-Cap Value
0.870
51
31
48
Large Value
0.960
9
10
6
Mid-Cap Value
0.660
75
75
Small Value
1.260
90
91
81
Mid-Cap Value
0.920
61
70
42
Large Value
0.520
13
3
3
Large Blend
1.090
18
55
77
Mid-Cap Value
2.010
100

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