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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 %
Large Blend
1.090
7
28
76
Mid-Cap Value
2.010
100
Small Growth
1.460
3
2
Small Growth
0.800
6
Mid-Cap Growth
0.950
Large Growth
1.300
11
14
Large Value
1.240
42
61
78
Small Growth
1.780
18
15
21
Small Value
1.260
62
53
63
Large Value
0.940
36
53
74
Large Growth
0.770
96
78
Small Growth
0.870
84
48
Large Blend
1.010
70
84
78
Large Growth
0.780
31
39
35
Large Value
0.800
24
21
22
Large Growth
1.050
51
53
49
Large Value
1.040
38
49
62
Small Growth
1.210
88
87
92
Mid-Cap Growth
1.200
96
95
98
Large Blend
0.980
33
57
43
Large Value
0.700
76
75
54
Large Growth
1.000
11
7
4
Large Growth
0.180
53
62
49
Small Growth
1.010
65
53
35
Large Growth
1.060
9
16
Small Growth
2.130
72
63
92
Large Growth
1.000
55
51
Large Blend
0.700
90
Mid-Cap Growth
1.010
14
Mid-Cap Blend
0.950
3
Mid-Cap Growth
1.380
14
7
2
Large Growth
1.010
65
59
69
Large Growth
0.970
Mid-Cap Blend
1.290
6
10
7
Small Growth
1.290
90
97
Mid-Cap Growth
1.190
93
97
86
Mid-Cap Blend
1.020
55
60
68
Large Blend
0.810
94
90
85
Large Value
0.650
21
26
35
Large Growth
1.220
79
98
99
Mid-Cap Growth
0.500
Large Value
1.030
12
82
99
Small Value
1.140
44
48
65
Large Value
1.120
80
70
85
Mid-Cap Growth
1.970
80
45
44
Mid-Cap Blend
0.570
62
51
43
Mid-Cap Blend
0.830
Large Growth
0.750
Large Blend
0.480
72
54
42
Mid-Cap Blend
0.760
72
46
66
Mid-Cap Value
0.870
6
13
13
Large Blend
0.015
26
25
12
Large Growth
0.450
6
Large Value
0.630
93
87
92
Large Growth
0.860
64
50
41
Large Growth
0.450
68

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