Skip to Content

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
0.580
92
89
84
Large Growth
0.860
62
49
52
Large Growth
0.450
67
Large Growth
0.710
61
83
75
Large Growth
0.500
Large Value
0.490
37
35
30
Large Value
0.600
19
39
45
Large Value
0.340
Mid-Cap Growth
0.035
69
74
57
Large Blend
0.000
26
Mid-Cap Value
0.000
1
Mid-Cap Growth
0.000
6
Mid-Cap Blend
0.000
11
Mid-Cap Value
0.000
4
Small Blend
0.000
1
Small Blend
0.000
32
Large Growth
0.880
43
33
44
Large Growth
0.470
53
65
74
Large Growth
0.830
5
4
3
Large Growth
0.450
Large Growth
0.790
21
17
19
Mid-Cap Growth
0.630
34
57
51
Mid-Cap Growth
0.450
31
Large Blend
0.470
83
77
50
Large Blend
0.450
82
Mid-Cap Value
0.650
21
15
38
Mid-Cap Value
0.500
19
Large Growth
0.450
Large Growth
0.790
78
72
63
Large Blend
0.630
53
58
46
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
12
18
9
Mid-Cap Value
0.440
64
77
50
Mid-Cap Value
0.050
Mid-Cap Value
0.450
67
Mid-Cap Blend
0.920
23
24
35
Mid-Cap Blend
0.520
Large Blend
0.550
92
87
83
Large Growth
0.500
Large Growth
0.800
12
7
4
Large Growth
0.110
87
Large Growth
0.100
76
75
Large Value
0.110
77
Small Growth
1.000
40
30
12
Small Growth
0.050
Small Growth
0.600
37
Small Blend
0.025
33
24
23
Small Blend
0.910
22
40
68
Small Blend
0.600
16
Small Value
0.050
Large Growth
0.730
18
22
20
Large Value
0.750
28
47
25
Large Value
0.450
28
Mid-Cap Value
0.570
6
13
10
Large Blend
0.750
Large Blend
0.000
17
Mid-Cap Growth
1.050
40
42
Large Blend
0.910
98
99
98

Sponsor Center