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 | 1.60 Tril | 1.26% | 66 | 50 | 40 | 0.140% | $3,000 | No Load | Limited |
| Vanguard 500 Index Investor | VFINX | Large Blend | 1.11 Tril | 1.24% | 25 | 25 | 17 | 0.140% | — | No Load | Limited |
| Fidelity 500 Index | FXAIX | Large Blend | 534.04 Bil | 1.31% | 21 | 19 | 10 | 0.015% | — | No Load | Open |
| American Funds Growth Fund of Amer 529F | CGFFX | Large Growth | 266.78 Bil | — | 57 | 53 | 57 | 0.730% | $250 | No Load | Open |
| American Funds Growth Fund of Amer F2 | GFFFX | Large Growth | 266.78 Bil | 0.67% | 56 | 52 | 55 | 0.400% | $250 | No Load | Open |
| American Funds Growth Fund of Amer F1 | GFAFX | Large Growth | 266.78 Bil | 0.45% | 59 | 56 | 61 | 0.670% | $250 | No Load | Open |
| American Funds Growth Fund of Amer 529F2 | FAFGX | Large Growth | 266.78 Bil | — | 56 | — | — | 0.410% | $250 | No Load | Open |
| American Funds Growth Fund of Amer 529F3 | FFAFX | Large Growth | 266.78 Bil | — | 56 | — | — | 0.350% | $250 | No Load | Open |
| Vanguard Growth Index Investor | VIGRX | Large Growth | 226.52 Bil | 0.43% | 28 | 15 | 21 | 0.170% | $3,000 | No Load | Limited |
| American Funds Washington Mutual 529-F-3 | FWWMX | Large Blend | 176.38 Bil | — | 10 | — | — | 0.330% | $250 | No Load | Open |
| American Funds Washington Mutual 529F1 | CWMFX | Large Blend | 176.38 Bil | — | 12 | 62 | 57 | 0.700% | $250 | No Load | Open |
| American Funds Washington Mutual 529-F-2 | FWMMX | Large Blend | 176.38 Bil | — | 11 | — | — | 0.360% | $250 | No Load | Open |
| American Funds Washington Mutual F1 | WSHFX | Large Blend | 176.38 Bil | 1.43% | 15 | 66 | 62 | 0.640% | $250 | No Load | Open |
| American Funds Washington Mutual F2 | WMFFX | Large Blend | 176.38 Bil | 1.65% | 11 | 62 | 55 | 0.380% | $250 | No Load | Open |
| Vanguard Value Index Inv | VIVAX | Large Value | 170.60 Bil | 2.25% | 26 | 37 | 19 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 166.71 Bil | 1.38% | 64 | 46 | 27 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Small Cap Index Inv | NAESX | Small Blend | 145.28 Bil | 1.31% | 52 | 44 | 18 | 0.170% | $3,000 | No Load | Limited |
| Fidelity Contrafund | FCNTX | Large Growth | 135.90 Bil | 0.42% | 14 | 22 | 25 | 0.390% | — | No Load | Open |
| American Funds Invmt Co of Amer 529-F-2 | FCIAX | Large Blend | 135.00 Bil | — | 6 | — | — | 0.360% | $250 | No Load | Open |
| American Funds Invmt Co of Amer F2 | ICAFX | Large Blend | 135.00 Bil | 1.44% | 6 | 38 | 52 | 0.370% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529F | CICFX | Large Blend | 135.00 Bil | — | 6 | 41 | 52 | 0.700% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529-F-3 | FAOOX | Large Blend | 135.00 Bil | — | 5 | — | — | 0.320% | $250 | No Load | Open |
| American Funds Invmt Co of Amer F1 | AICFX | Large Blend | 135.00 Bil | 1.21% | 8 | 48 | 58 | 0.640% | $250 | No Load | Open |
| American Funds Fundamental Invs 529F1 | CFNFX | Large Blend | 133.49 Bil | — | 30 | 57 | 43 | 0.710% | $250 | No Load | Open |
| American Funds Fundamental Invs F2 | FINFX | Large Blend | 133.49 Bil | 1.19% | 28 | 56 | 42 | 0.380% | $250 | No Load | Open |
| American Funds Fundamental Invs 529-F-2 | FFXFX | Large Blend | 133.49 Bil | — | 28 | — | — | 0.370% | $250 | No Load | Open |
| American Funds Fundamental Invs 529-F-3 | FEEFX | Large Blend | 133.49 Bil | — | 27 | — | — | 0.330% | $250 | No Load | Open |
| American Funds Fundamental Invs F1 | AFIFX | Large Blend | 133.49 Bil | 0.96% | 35 | 62 | 49 | 0.650% | $250 | No Load | Open |
| Strategic Advisers Fidelity US TtlStk | FCTDX | Large Blend | 112.47 Bil | 0.94% | 43 | 14 | — | 0.350% | — | No Load | Open |
| Dodge & Cox Stock X | DOXGX | Large Value | 109.91 Bil | 1.45% | — | — | — | 0.410% | $2,500 | No Load | Open |
| Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 103.55 Bil | 1.09% | 99 | 76 | 58 | 0.190% | $3,000 | No Load | Limited |
| American Funds American Mutual 529F | CMLFX | Large Value | 95.22 Bil | — | 40 | 49 | 27 | 0.700% | $250 | No Load | Open |
| American Funds American Mutual F1 | AMFFX | Large Value | 95.22 Bil | 1.93% | 42 | 55 | 34 | 0.640% | $250 | No Load | Open |
| American Funds American Mutual 529-F-2 | FFMMX | Large Value | 95.22 Bil | — | 38 | — | — | 0.360% | $250 | No Load | Open |
| American Funds American Mutual 529-F-3 | FFFMX | Large Value | 95.22 Bil | — | 37 | — | — | 0.330% | $250 | No Load | Open |
| American Funds American Mutual F2 | AMRFX | Large Value | 95.22 Bil | 2.16% | 38 | 48 | 26 | 0.380% | $250 | No Load | Open |
| Fidelity Total Market Index | FSKAX | Large Blend | 90.96 Bil | 1.28% | 63 | 48 | 37 | 0.015% | — | No Load | Open |
| Schwab® S&P 500 Index | SWPPX | Large Blend | 89.62 Bil | 1.29% | 22 | 19 | 12 | 0.020% | — | No Load | Open |
| American Funds AMCAP 529-F-3 | FMCMX | Large Growth | 83.93 Bil | — | 66 | — | — | 0.400% | $250 | No Load | Open |
| American Funds AMCAP F2 | AMCFX | Large Growth | 83.93 Bil | 0.82% | 66 | 85 | 85 | 0.440% | $250 | No Load | Open |
| American Funds AMCAP 529-F-2 | FMMMX | Large Growth | 83.93 Bil | — | 66 | — | — | 0.460% | $250 | No Load | Open |
| American Funds AMCAP F1 | AMPFX | Large Growth | 83.93 Bil | 0.42% | 69 | 87 | 88 | 0.730% | $250 | No Load | Open |
| American Funds AMCAP 529F1 | CAFFX | Large Growth | 83.93 Bil | — | 67 | 85 | 86 | 0.790% | $250 | No Load | Open |
| Vanguard PRIMECAP Inv | VPMCX | Large Blend | 75.93 Bil | 0.95% | 46 | 42 | 2 | 0.380% | $3,000 | No Load | Closed |
| Fidelity Series Total Market Index | FCFMX | Large Blend | 68.66 Bil | 1.32% | 63 | 47 | — | — | — | No Load | Open |
| Strategic Advisers Large Cap | FALCX | Large Blend | 62.96 Bil | 1.13% | 20 | 11 | 15 | 0.240% | — | No Load | Open |
| Fidelity Growth Company Fund | FDGRX | Large Growth | 60.97 Bil | — | 33 | 1 | 1 | 0.720% | — | No Load | Limited |
| Vanguard Windsor™ II Inv | VWNFX | Large Value | 60.80 Bil | 1.46% | 37 | 6 | 11 | 0.340% | $3,000 | No Load | Open |
| Fidelity Blue Chip Growth | FBGRX | Large Growth | 60.61 Bil | — | 37 | 2 | 4 | 0.480% | — | No Load | Open |
| T. Rowe Price Blue Chip Growth | TRBCX | Large Growth | 58.26 Bil | — | 71 | 74 | 34 | 0.710% | $2,500 | 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.