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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
59
57
72
Mid-Cap Value
0.880
26
12
18
Small Growth
0.960
66
27
23
Small Blend
0.200
45
33
9
Small Value
1.260
31
58
39
Small Value
1.020
27
42
29
Large Growth
0.680
35
19
18
Mid-Cap Growth
0.710
58
31
32
Large Value
0.670
66
34
33
Mid-Cap Growth
0.800
Mid-Cap Growth
1.100
84
52
Small Growth
1.100
79
54
20
Large Growth
0.680
44
22
24
Mid-Cap Growth
0.790
13
22
Small Growth
1.000
5
4
10
Large Value
2.370
99
16
65
Large Blend
0.890
90
79
91
Small Blend
0.990
85
61
30
Large Growth
0.850
90
82
93
Large Blend
0.750
Large Growth
0.750
Small Growth
1.000
Large Value
1.000
91
89
90
Small Value
1.000
18
5
85
Large Value
0.750
84
76
70
Large Value
0.990
19
8
30
Large Blend
1.540
Mid-Cap Growth
0.850
91
52
34
Large Growth
0.990
86
44
50
Small Growth
1.050
64
39
Large Blend
0.140
26
52
33
Large Blend
0.190
19
63
46
Large Blend
0.130
28
35
Large Growth
0.180
37
27
Large Value
0.220
61
77
27
Large Blend
0.080
24
21
15
Small Blend
0.410
14
39
17
Small Growth
0.320
31
61
Small Blend
0.270
14
35
21
Small Value
0.300
14
23
25
Small Value
0.290
14
16
11
Mid-Cap Value
0.280
25
31
22
Large Value
1.010
96
76
83
Large Value
0.670
100
99
Large Growth
0.660
51
33
28
Large Blend
0.550
56
54
7
Large Blend
0.550
15
90
77
Large Blend
0.200
31
26
23
Large Blend
0.480
93
97
99
Large Growth
0.830
54
37
40
Large Blend
0.290
33
28
26
Small Blend
0.950
2
3
2
Small Growth
1.210
81
95
93
Large Blend
0.850
82
76
90
Large Blend
0.980
87
84
78
Large Growth
0.860
84
87
85
Small Blend
0.890
5
2
Large Value
0.870
89
87
79
Large Blend
1.150
3
7
39
Large Blend
0.910
98
97
94
Large Blend
0.930
76
94
57
Large Value
1.230
50
73
Mid-Cap Value
0.850
59
31
30
Small Value
1.130
22
25
22
Large Value
1.020
70
77
84
Large Value
1.020
68
70
76
Large Growth
1.060
99
99
98
Large Blend
1.750
22
31
80
Large Growth
0.890
32
13
15
Mid-Cap Growth
1.040
21
8
30
Mid-Cap Value
0.830
64
12
Small Growth
1.890
71
75
79
Small Blend
1.140
83
71
59
Large Value
1.080
21
31
46
Mid-Cap Value
0.890
61
55
49
Mid-Cap Value
1.150
63
63
49
Large Growth
1.150
100
100
100
Small Blend
0.810
26
23
4
Small Growth
1.030
61
11
Small Value
1.110
78
58
49
Mid-Cap Growth
1.040
79
14
46
Large Value
0.680
82
68
41
Large Blend
0.800
73
79

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