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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
0.950%
76%
52%
57%
Large Growth
1.200%
69%
78%
83%
Large Value
0.950%
83%
78%
66%
Mid-Cap Value
1.190%
33%
35%
61%
Small Value
1.050%
51%
35%
77%
Large Blend
1.290%
78%
75%
60%
Mid-Cap Growth
1.390%
74%
70%
65%
Large Blend
0.890%
33%
54%
67%
Small Blend
1.170%
19%
13%
29%
Large Blend
0.120%
48%
33%
19%
Large Growth
0.650%
83%
68%
63%
Large Growth
0.200%
Small Blend
0.910%
30%
30%
53%
Large Value
0.640%
54%
63%
53%
Large Value
0.850%
77%
Large Growth
1.840%
7%
50%
Mid-Cap Growth
0.900%
41%
47%
57%
Large Growth
0.990%
11%
36%
Large Value
0.000
Large Value
0.850%
8%
22%
32%
Large Growth
0.650%
69%
61%
30%
Mid-Cap Growth
0.880%
96%
89%
85%
Large Blend
0.690%
64%
66%
36%
Mid-Cap Blend
0.880%
35%
Mid-Cap Value
0.850%
67%
90%
58%
Small Growth
0.870%
44%
34%
20%
Small Blend
0.870%
48%
54%
14%
Large Blend
0.800%
90%
74%
68%
Large Blend
0.670%
80%
72%
72%
Large Blend
0.450%
74%
18%
2%
Large Blend
0.600%
74%
18%
2%
Large Value
0.690%
17%
7%
7%
Large Value
0.740%
13%
16%
18%
Large Growth
0.840%
71%
66%
40%
Mid-Cap Growth
0.790%
81%
79%
45%
Mid-Cap Growth
0.690%
82%
79%
45%
Mid-Cap Value
0.880%
64%
51%
63%
Large Value
0.960%
46%
38%
64%
Mid-Cap Blend
0.890%
53%
46%
14%
Small Blend
1.080%
76%
44%
29%
Small Growth
0.830%
93%
90%
74%
Small Growth
0.640%
90%
85%
70%
Small Value
0.850%
51%
29%
46%
Small Growth
0.910%
64%
40%
54%
Small Growth
0.770%
59%
36%
52%
Large Blend
0.510%
4%
2%
4%
Large Blend
0.800%
24%
17%
65%
Mid-Cap Value
0.850%
8%
5%
Small Value
1.040%
38%
41%
88%
Small Value
1.150%
18%
8%
67%
Large Value
1.040%
42%
38%
25%
Small Blend
1.340%
1%
15%
19%
Small Value
1.360%
2%
10%
9%
Large Value
1.230%
19%
52%
68%
Mid-Cap Growth
1.490%
81%
83%
75%
Large Value
0.950%
87%
15%
10%
Large Blend
1.300%
20%
57%
50%
Mid-Cap Blend
1.170%
8%
97%
60%
Small Blend
1.360%
3%
19%
49%
Small Value
1.290%
13%
18%
Large Value
0.630%
27%
16%
5%
Large Growth
0.840%
77%
66%
20%
Small Blend
1.060%
23%
92%
89%
Large Blend
0.500%
53%
47%
41%
Small Growth
1.090%
4%
9%
5%
Large Value
1.100%
97%
97%
Large Blend
0.990%
25%
Large Blend
1.090%
75%
Large Value
0.800%
26%
55%
28%
Large Value
0.950%
56%
74%
31%
Mid-Cap Value
1.010%
2%
65%
70%
Small Value
0.800%
28%
26%
Small Value
0.970%
12%
13%
9%
Large Value
0.940%
14%
35%
19%
Large Value
0.750%
85%
83%
89%
Small Value
1.100%
90%
91%
Large Value
1.390%
9%
14%
60%
Small Value
1.750%
70%
50%
98%
Large Growth
1.040%
38%
77%
89%
Large Blend
1.810%
99%
99%
100%
Large Growth
1.280%
91%
93%
88%
Large Blend
0.710%
9%
4%
Small Blend
0.900%
69%
83%
74%
Large Blend
0.700%
71%
68%
73%
Large Blend
0.680%
29%
20%
38%
Large Blend
0.250%
15%
47%
Large Value
0.950%
31%
30%
39%
Large Blend
1.240%
82%
41%
84%
Small Growth
1.310%
80%
98%
100%
Large Growth
0.700%
70%
63%
55%
Mid-Cap Value
1.110%
38%
42%
78%
Large Growth
0.940%
60%
61%
75%
Large Blend
1.030%
91%
92%
97%
Large Value
0.800%
7%
32%
28%
Large Value
0.920%
6%
18%
41%
Small Growth
1.020%
26%
13%
14%
Mid-Cap Growth
0.780%
41%
26%
31%

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