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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 Blend
0.810
33
21
8
Small Growth
1.050
21
4
Small Value
1.110
50
58
47
Mid-Cap Growth
1.050
23
6
15
Large Value
0.680
91
76
41
Large Value
0.930
92
88
Large Blend
0.820
76
72
Large Value
0.960
24
26
14
Mid-Cap Value
0.660
76
70
Small Value
1.260
73
67
73
Mid-Cap Value
0.920
60
73
36
Large Value
0.510
10
11
2
Large Blend
1.090
14
61
83
Mid-Cap Growth
1.150
Large Blend
0.560
64
49
Small Growth
1.380
2
1
Small Growth
0.730
6
Mid-Cap Growth
0.950
Large Value
1.100
40
51
72
Small Growth
1.830
32
22
27
Small Value
1.050
81
57
61
Large Value
0.940
13
19
74
Large Growth
0.760
99
96
Small Growth
0.850
99
80
Large Blend
0.990
61
61
74
Large Growth
0.780
64
53
33
Large Growth
1.050
64
60
50
Large Value
1.010
35
28
48
Small Growth
1.210
59
70
70
Mid-Cap Growth
1.180
87
88
92
Large Blend
0.980
48
42
44
Large Value
0.700
88
56
54
Large Growth
1.000
51
35
8
Large Growth
0.180
28
56
35
Small Growth
1.010
69
68
39
Large Growth
1.060
4
17
Small Growth
1.960
69
61
86
Large Growth
1.000
63
67
Large Blend
0.700
85
Mid-Cap Growth
1.010
5
Mid-Cap Blend
0.950
3
Mid-Cap Growth
1.310
53
11
2
Large Growth
0.960
32
50
65
Large Growth
0.970
Mid-Cap Blend
1.230
36
7
11
Small Growth
1.270
46
91
70
Mid-Cap Growth
1.190
85
90
76
Mid-Cap Blend
1.010
76
61
77
Large Blend
0.820
97
94
89
Large Value
0.650
59
34
42
Large Growth
1.160
73
97
99
Mid-Cap Growth
0.730
Large Value
1.000
1
21
88
Small Value
1.140
26
47
60
Large Value
1.110
70
82
94
Mid-Cap Growth
1.960
99
80
58
Small Growth
1.360
83
17
10
Mid-Cap Blend
0.570
53
59
45
Mid-Cap Blend
0.830
Large Growth
0.750
20
Mid-Cap Blend
0.730
33
47
64

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