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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 Value
0.960
62
49
20
Mid-Cap Value
0.660
87
73
Small Value
1.260
77
69
74
Mid-Cap Value
0.920
57
63
30
Large Value
0.510
9
21
3
Large Growth
1.090
51
79
90
Large Blend
0.540
87
65
Small Growth
1.380
1
1
Small Growth
0.730
5
2
Mid-Cap Growth
0.950
Large Value
1.100
53
54
79
Small Growth
1.830
32
31
30
Small Value
1.050
89
67
65
Large Value
0.950
10
11
73
Large Growth
0.760
97
96
Small Growth
0.860
94
88
Large Blend
0.990
66
49
69
Large Growth
0.760
52
55
45
Large Growth
1.050
53
55
44
Large Value
1.010
36
17
46
Small Growth
1.210
72
58
60
Mid-Cap Growth
1.180
82
79
87
Large Blend
0.980
59
34
42
Large Value
0.700
85
56
45
Large Growth
1.000
92
85
26
Large Growth
0.180
21
36
34
Small Growth
1.030
56
75
45
Large Growth
1.050
2
15
Small Growth
1.960
30
53
82
Mid-Cap Value
1.050
73
79
64
Large Blend
0.550
27
Large Growth
1.000
13
8
15
Large Value
0.960
31
41
57
Mid-Cap Value
1.150
84
79
43
Large Blend
0.510
39
37
39
Mid-Cap Blend
0.550
51
61
55
Small Growth
0.840
19
28
Small Value
1.090
76
54
42
Mid-Cap Growth
1.020
76
67
28
Large Growth
1.000
69
58
Large Blend
0.700
70
Mid-Cap Blend
0.950
9
18
Mid-Cap Growth
1.310
12
11
2
Large Growth
0.960
24
22
35
Large Growth
0.970
Mid-Cap Blend
1.230
31
1
3
Small Growth
1.270
25
52
45
Mid-Cap Growth
1.190
68
65
51
Mid-Cap Blend
1.010
24
33
54
Large Blend
0.820
96
93
88
Large Value
0.650
50
38
36
Large Growth
1.160
71
92
97
Large Value
1.000
76
98
100
Small Value
1.140
19
39
51
Large Value
1.110
63
83
94
Mid-Cap Growth
1.960
95
82
47
Small Growth
1.360
85
24
12
Mid-Cap Blend
0.570
48
60
49
Mid-Cap Blend
0.830
Large Growth
0.750
10

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