U.S. Equity Funds
Stock funds with at least 70% of assets in U.S. stocks are placed in U.S. equity categories.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | 1.53 Tril | 1.26% | 62 | 51 | 40 | 0.140% | $3,000 | No Load | Limited |
| Vanguard 500 Index Investor | VFINX | Large Blend | 1.08 Tril | 1.23% | 24 | 25 | 16 | 0.140% | — | No Load | Limited |
| Fidelity 500 Index | FXAIX | Large Blend | 512.39 Bil | 1.32% | 20 | 20 | 9 | 0.015% | — | No Load | Open |
| American Funds Growth Fund of Amer 529F | CGFFX | Large Growth | 270.93 Bil | — | 63 | 54 | 60 | 0.730% | $250 | No Load | Open |
| American Funds Growth Fund of Amer F1 | GFAFX | Large Growth | 270.93 Bil | 0.46% | 66 | 57 | 64 | 0.670% | $250 | No Load | Open |
| American Funds Growth Fund of Amer 529F2 | FAFGX | Large Growth | 270.93 Bil | — | 63 | — | — | 0.410% | $250 | No Load | Open |
| American Funds Growth Fund of Amer 529F3 | FFAFX | Large Growth | 270.93 Bil | — | 62 | — | — | 0.350% | $250 | No Load | Open |
| American Funds Growth Fund of Amer F2 | GFFFX | Large Growth | 270.19 Bil | 0.68% | 63 | 52 | 59 | 0.400% | $250 | No Load | Open |
| Vanguard Growth Index Investor | VIGRX | Large Growth | 219.99 Bil | 0.42% | 23 | 14 | 21 | 0.170% | $3,000 | No Load | Limited |
| American Funds Washington Mutual 529-F-3 | FWWMX | Large Blend | 178.93 Bil | — | 30 | — | — | 0.330% | $250 | No Load | Open |
| American Funds Washington Mutual 529-F-2 | FWMMX | Large Blend | 178.93 Bil | — | 30 | — | — | 0.360% | $250 | No Load | Open |
| American Funds Washington Mutual 529F1 | CWMFX | Large Blend | 178.93 Bil | — | 32 | 69 | 58 | 0.700% | $250 | No Load | Open |
| American Funds Washington Mutual F2 | WMFFX | Large Blend | 178.93 Bil | 1.66% | 30 | 68 | 56 | 0.380% | $250 | No Load | Open |
| American Funds Washington Mutual F1 | WSHFX | Large Blend | 178.93 Bil | 1.44% | 36 | 73 | 64 | 0.640% | $250 | No Load | Open |
| Vanguard Value Index Inv | VIVAX | Large Value | 163.46 Bil | 2.27% | 31 | 41 | 18 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 159.23 Bil | 1.41% | 65 | 56 | 33 | 0.170% | $3,000 | No Load | Limited |
| American Funds Invmt Co of Amer 529-F-2 | FCIAX | Large Blend | 140.19 Bil | — | 10 | — | — | 0.360% | $250 | No Load | Open |
| American Funds Invmt Co of Amer F1 | AICFX | Large Blend | 140.19 Bil | 1.21% | 14 | 51 | 62 | 0.640% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529-F-3 | FAOOX | Large Blend | 140.19 Bil | — | 9 | — | — | 0.320% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529F | CICFX | Large Blend | 140.19 Bil | — | 11 | 45 | 56 | 0.700% | $250 | No Load | Open |
| American Funds Invmt Co of Amer F2 | ICAFX | Large Blend | 139.26 Bil | 1.43% | 10 | 43 | 55 | 0.370% | $250 | No Load | Open |
| Vanguard Small Cap Index Inv | NAESX | Small Blend | 135.80 Bil | 1.35% | 51 | 49 | 22 | 0.050% | $3,000 | No Load | Limited |
| American Funds Fundamental Invs F2 | FINFX | Large Blend | 132.88 Bil | 1.19% | 38 | 53 | 42 | 0.380% | $250 | No Load | Open |
| American Funds Fundamental Invs 529F1 | CFNFX | Large Blend | 132.88 Bil | — | 44 | 58 | 47 | 0.710% | $250 | No Load | Open |
| American Funds Fundamental Invs 529-F-2 | FFXFX | Large Blend | 132.88 Bil | — | 43 | — | — | 0.370% | $250 | No Load | Open |
| American Funds Fundamental Invs 529-F-3 | FEEFX | Large Blend | 132.88 Bil | — | 42 | — | — | 0.330% | $250 | No Load | Open |
| American Funds Fundamental Invs F1 | AFIFX | Large Blend | 132.88 Bil | 0.97% | 48 | 61 | 51 | 0.650% | $250 | No Load | Open |
| Fidelity Contrafund | FCNTX | Large Growth | 129.08 Bil | 0.41% | 11 | 20 | 21 | 0.390% | — | No Load | Open |
| Strategic Advisers Fidelity US TtlStk | FCTDX | Large Blend | 109.61 Bil | 0.93% | 42 | 15 | — | 0.350% | — | No Load | Open |
| Dodge & Cox Stock X | DOXGX | Large Value | 105.96 Bil | 1.45% | — | — | — | 0.410% | $2,500 | No Load | Open |
| Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 96.79 Bil | 1.13% | 97 | 77 | 56 | 0.190% | $3,000 | No Load | Limited |
| American Funds American Mutual F1 | AMFFX | Large Value | 96.75 Bil | 1.94% | 40 | 68 | 36 | 0.640% | $250 | No Load | Open |
| American Funds American Mutual 529F | CMLFX | Large Value | 96.75 Bil | — | 36 | 63 | 29 | 0.700% | $250 | No Load | Open |
| American Funds American Mutual 529-F-2 | FFMMX | Large Value | 96.75 Bil | — | 35 | — | — | 0.360% | $250 | No Load | Open |
| American Funds American Mutual 529-F-3 | FFFMX | Large Value | 96.75 Bil | — | 34 | — | — | 0.330% | $250 | No Load | Open |
| American Funds American Mutual F2 | AMRFX | Large Value | 96.75 Bil | 2.17% | 35 | 62 | 27 | 0.380% | $250 | No Load | Open |
| Schwab® S&P 500 Index | SWPPX | Large Blend | 92.62 Bil | 1.29% | 21 | 21 | 11 | 0.020% | — | No Load | Open |
| Fidelity Total Market Index | FSKAX | Large Blend | 87.50 Bil | 1.31% | 58 | 47 | 35 | 0.015% | — | No Load | Open |
| American Funds AMCAP 529-F-3 | FMCMX | Large Growth | 83.64 Bil | — | 72 | — | — | 0.400% | $250 | No Load | Open |
| American Funds AMCAP 529-F-2 | FMMMX | Large Growth | 83.64 Bil | — | 73 | — | — | 0.460% | $250 | No Load | Open |
| American Funds AMCAP F1 | AMPFX | Large Growth | 83.64 Bil | 0.43% | 76 | 86 | 89 | 0.720% | $250 | No Load | Open |
| American Funds AMCAP 529F1 | CAFFX | Large Growth | 83.64 Bil | — | 73 | 84 | 87 | 0.790% | $250 | No Load | Open |
| American Funds AMCAP F2 | AMCFX | Large Growth | 83.16 Bil | 0.83% | 73 | 83 | 86 | 0.450% | $250 | No Load | Open |
| Vanguard PRIMECAP Inv | VPMCX | Large Blend | 73.03 Bil | 0.94% | 43 | 19 | 3 | 0.380% | $3,000 | No Load | Closed |
| Fidelity Series Total Market Index | FCFMX | Large Blend | 65.53 Bil | 1.32% | 59 | 48 | — | — | — | No Load | Open |
| T. Rowe Price Blue Chip Growth | TRBCX | Large Growth | 60.43 Bil | — | 63 | 69 | 33 | 0.700% | $2,500 | No Load | Open |
| T. Rowe Price Blue Chip Growth Advisor | PABGX | Large Growth | 60.43 Bil | — | 66 | 71 | 41 | 0.970% | $2,500 | No Load | Open |
| Strategic Advisers Large Cap | FALCX | Large Blend | 59.85 Bil | 1.12% | 19 | 12 | 15 | 0.240% | — | No Load | Open |
| Fidelity Blue Chip Growth | FBGRX | Large Growth | 58.45 Bil | — | 24 | 2 | 4 | 0.480% | — | No Load | Open |
| Vanguard Windsor™ II Inv | VWNFX | Large Value | 58.34 Bil | 1.47% | 31 | 6 | 12 | 0.340% | $3,000 | No Load | Open |
U.S. Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.