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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
1.460
2
2
Small Growth
0.800
6
Mid-Cap Growth
0.950
Large Value
1.240
50
59
75
Small Growth
1.780
15
17
24
Small Value
1.260
60
52
61
Large Value
0.970
26
53
Large Growth
0.770
92
72
Small Growth
0.870
61
50
Large Blend
1.010
67
83
76
Large Growth
0.780
18
26
30
Large Value
0.800
18
18
24
Large Growth
1.050
37
45
47
Large Value
1.040
27
48
59
Small Growth
1.210
88
88
93
Mid-Cap Growth
1.200
88
92
98
Large Blend
0.980
32
61
47
Large Value
0.700
70
64
39
Large Growth
1.000
23
11
5
Large Growth
0.180
50
52
37
Small Growth
1.020
56
54
33
Large Growth
1.050
11
16
Small Growth
2.130
76
72
93
Large Growth
1.000
39
37
Large Blend
0.700
87
Mid-Cap Growth
1.010
3
Mid-Cap Blend
0.950
11
Mid-Cap Growth
1.380
16
12
3
Large Growth
1.010
56
58
64
Large Growth
0.970
Mid-Cap Blend
1.290
10
16
6
Small Growth
1.290
39
79
Mid-Cap Growth
1.190
92
96
82
Large Value
1.140
72
73
94
Mid-Cap Blend
1.020
72
70
68
Large Blend
0.810
89
87
79
Large Value
0.650
24
23
29
Large Growth
1.220
88
100
99
Mid-Cap Growth
0.500
Large Value
1.030
2
21
99
Small Value
1.270
44
41
67
Large Value
1.120
80
75
83
Mid-Cap Growth
1.970
79
34
44
Mid-Cap Blend
0.570
49
45
43
Mid-Cap Blend
0.830
Large Growth
0.850
Large Blend
0.480
63
46
43
Mid-Cap Blend
0.760
66
51
68
Small Blend
0.960
24
54
72
Mid-Cap Value
0.870
7
15
27
Large Blend
0.015
25
22
Large Growth
0.450
5
Large Value
0.630
93
94
92
Large Growth
0.860
63
50
43
Large Growth
0.450
66
Large Growth
0.710
13
49
52
Large Growth
0.500

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