Advertisement
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 %
Small Value
0.950%
42%
32%
Mid-Cap Blend
1.510%
40%
68%
46%
Large Value
2.040%
99%
88%
99%
Large Blend
0.810%
87%
76%
86%
Large Blend
1.170%
88%
82%
Large Growth
0.750%
43%
29%
45%
Large Blend
1.130%
86%
70%
52%
Mid-Cap Growth
0.910%
82%
81%
64%
Small Value
0.830%
56%
67%
43%
Large Value
0.970%
68%
52%
66%
Large Growth
1.120%
50%
36%
17%
Large Growth
0.830%
48%
16%
7%
Large Value
0.900%
39%
44%
24%
Large Blend
1.210%
47%
44%
39%
Small Blend
0.870%
61%
77%
Small Growth
1.110%
86%
46%
22%
Small Value
0.910%
62%
79%
Large Growth
0.660%
13%
21%
Large Value
0.700%
29%
84%
91%
Large Blend
1.710%
12%
38%
69%
Small Growth
0.940%
6%
7%
12%
Small Blend
1.300%
75%
42%
25%
Small Blend
1.150%
10%
67%
69%
Mid-Cap Blend
0.870%
43%
9%
Small Growth
1.010%
19%
26%
64%
Large Growth
0.910%
32%
23%
78%
Large Growth
0.660%
3%
15%
21%
Mid-Cap Blend
0.830%
98%
91%
Mid-Cap Value
1.100%
38%
80%
71%
Small Value
1.360%
85%
22%
24%
Small Value
1.290%
81%
20%
24%
Mid-Cap Growth
0.980%
30%
14%
35%
Small Growth
0.990%
55%
61%
63%
Large Growth
0.880%
61%
90%
92%
Large Value
1.260%
62%
12%
32%
Large Value
0.720%
50%
13%
37%
Large Blend
0.370%
91%
64%
22%
Large Growth
0.400%
30%
59%
66%
Large Blend
0.400%
26%
88%
74%
Small Growth
0.600%
37%
79%
79%
Small Blend
0.600%
35%
64%
53%
Large Value
0.850%
5%
1%
Large Growth
1.500%
97%
89%
Mid-Cap Blend
0.450%
21%
Small Value
0.480%
12%
Small Blend
1.500%
11%
52%
Small Value
1.430%
25%
64%
66%
Mid-Cap Value
1.290%
76%
Large Blend
1.980%
Large Blend
1.940%
Small Value
1.500%
1%
1%
3%
Large Growth
1.040%
83%
40%
22%
Large Growth
0.550%
81%
58%
Large Growth
1.270%
89%
74%
58%
Large Growth
1.230%
88%
74%
57%
Large Growth
0.940%
84%
65%
46%
Large Growth
0.910%
75%
44%
20%
Large Blend
0.970%
20%
17%
45%
Large Blend
0.930%
22%
16%
41%
Large Growth
0.870%
75%
54%
60%
Mid-Cap Growth
0.780%
73%
Mid-Cap Growth
1.950%
68%
59%
76%
Mid-Cap Growth
0.970%
78%
70%
72%
Mid-Cap Growth
1.430%
74%
68%
67%
Large Growth
1.360%
58%
37%
67%
Small Growth
1.180%
100%
96%
84%
Small Growth
2.000%
96%
76%
92%
Small Growth
1.000%
97%
75%
82%
Small Growth
1.300%
98%
80%
88%
Large Growth
1.480%
94%
88%
76%
Small Growth
1.250%
94%
60%
53%
Small Growth
1.090%
92%
50%
37%
Large Value
0.750%
28%
43%
19%
Mid-Cap Value
0.900%
85%
66%
40%
Mid-Cap Blend
1.260%
19%
54%
64%
Small Blend
0.850%
44%
84%
65%
Large Blend
0.840%
32%
56%
40%
Large Growth
1.260%
88%
78%
77%
Large Growth
1.030%
84%
51%
49%
Mid-Cap Growth
1.180%
92%
81%
80%
Mid-Cap Growth
1.130%
90%
83%
77%
Small Growth
1.230%
90%
51%
67%
Small Growth
1.200%
60%
59%
44%
Large Growth
0.750%
83%
78%
72%
Large Blend
0.250%
43%
30%
21%
Large Blend
0.670%
16%
70%
40%
Large Growth
0.750%
79%
74%
60%
Large Value
0.750%
44%
45%
65%
Large Growth
1.180%
20%
65%
86%
Large Growth
1.110%
82%
81%
80%
Small Blend
0.900%
53%
87%
85%
Small Growth
1.190%
26%
56%
48%
Small Value
1.050%
50%
44%
35%
Large Value
0.700%
80%
39%
49%
Mid-Cap Value
0.790%
40%
10%
8%
Small Value
1.240%
88%
59%
21%
Large Blend
1.570%
93%
98%
89%

Sponsor Center