This data is incomplete. We only have market cap data on about 1/2 of all mutual funds.
| Symbol | Name | Category1 | Category2 | Category3 | Morningstar Category | Morningstar Rating | Market cap | Current yield | Fees | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| AGTHX | American Funds The Growth Fund of America Class A | US Equity | Broad market | Large cap | Large Growth | 3 | $139,463,490,000 | 0.22% | 0.62% | Analyze |
| FCNTX | Fidelity Contrafund Fund | US Equity | Broad market | Large cap | Large Growth | 3 | $129,874,090,000 | 0.00% | 0.74% | Analyze |
| CWMAX | American Funds Washington Mutual Investors Fund Class 529-A | US Equity | Broad market | Large cap | Large Blend | 3 | $113,300,000,000 | 1.46% | 0.63% | Analyze |
| CWMCX | American Funds Washington Mutual Investors Fund Class 529-C | US Equity | Broad market | Large cap | Large Blend | 3 | $113,300,000,000 | 0.79% | 1.40% | Analyze |
| CWMEX | American Funds Washington Mutual Investors Fund Class 529-E | US Equity | Broad market | Large cap | Large Blend | 3 | $113,300,000,000 | 1.28% | 0.87% | Analyze |
| CWMFX | American Funds Washington Mutual Investors Fund Class 529-F-1 | US Equity | Broad market | Large cap | Large Blend | 3 | $113,300,000,000 | 1.66% | 0.40% | Analyze |
| AIVSX | American Funds Investment Company of America Class A | US Equity | Broad market | Large cap | Large Blend | 3 | $77,183,570,000 | 1.23% | 0.58% | Analyze |
| AWSHX | American Funds Washington Mutual Investors Fund Class A | US Equity | Broad market | Large cap | Large Blend | 3 | $73,566,000,000 | 1.50% | 0.57% | Analyze |
| ANCFX | American Funds Fundamental Investors Class A | US Equity | Broad market | Large cap | Large Blend | 4 | $68,315,100,000 | 1.31% | 0.60% | Analyze |
| AMCFX | American Funds AMCAP Fund Class F-2 | US Equity | Broad market | Large cap | Large Growth | 3 | $64,300,000,000 | 0.31% | 0.45% | Analyze |
| CAFAX | American Funds AMCAP Fund Class 529-A | US Equity | Broad market | Large cap | Large Growth | 3 | $64,300,000,000 | 0.16% | 0.72% | Analyze |
| CAFCX | American Funds AMCAP Fund Class 529-C | US Equity | Broad market | Large cap | Large Growth | 3 | $64,300,000,000 | 0.00% | 1.49% | Analyze |
| CAFEX | American Funds AMCAP Fund Class 529-E | US Equity | Broad market | Large cap | Large Growth | 3 | $64,300,000,000 | 0.01% | 0.94% | Analyze |
| CAFFX | American Funds AMCAP Fund Class 529-F-1 | US Equity | Broad market | Large cap | Large Growth | 3 | $64,300,000,000 | 0.38% | 0.49% | Analyze |
| FMACX | American Funds AMCAP Fund Class F-3 | US Equity | Broad market | Large cap | Large Growth | 3 | $64,300,000,000 | 0.38% | 0.34% | Analyze |
| TRBCX | T. Rowe Price Blue Chip Growth Fund | US Equity | Broad market | Large cap | Large Growth | 5 | $60,913,240,000 | 0.00% | 0.70% | Analyze |
| AFMFX | American Funds American Mutual Fund Class F-3 | US Equity | Broad market | Large cap | Large Value | 4 | $57,300,000,000 | 2.00% | 0.29% | Analyze |
| AMRFX | American Funds American Mutual Fund Class F-2 | US Equity | Broad market | Large cap | Large Value | 4 | $57,300,000,000 | 1.91% | 0.39% | Analyze |
| CMLAX | American Funds American Mutual Fund Class 529-A | US Equity | Broad market | Large cap | Large Value | 4 | $57,300,000,000 | 1.68% | 0.65% | Analyze |
| CMLCX | American Funds American Mutual Fund Class 529-C | US Equity | Broad market | Large cap | Large Value | 3 | $57,300,000,000 | 0.99% | 1.41% | Analyze |
| CMLEX | American Funds American Mutual Fund Class 529-E | US Equity | Broad market | Large cap | Large Value | 3 | $57,300,000,000 | 1.48% | 0.88% | Analyze |
| CMLFX | American Funds American Mutual Fund Class 529-F | US Equity | Broad market | Large cap | Large Value | 4 | $57,300,000,000 | 1.87% | 0.41% | Analyze |
| FDGRX | Fidelity Growth Company | US Equity | Broad market | Large cap | Large Growth | 5 | $51,143,460,000 | 0.00% | 0.85% | Analyze |
| FBGRX | Fidelity Blue Chip Growth Fund | US Equity | Broad market | Large cap | Large Growth | 5 | $50,540,920,000 | 0.00% | 0.72% | Analyze |
| AMCPX | American Funds AMCAP Fund Class A | US Equity | Broad market | Large cap | Large Growth | 3 | $43,856,050,000 | 0.17% | 0.68% | Analyze |
| EAGRX | First Eagle Global Fund Class R4 | US Equity | Broad market | Large cap | Large Growth | 4 | $41,400,000,000 | 0.88% | 0.97% | Analyze |
| AMRMX | American Funds American Mutual Fund Class A | US Equity | Broad market | Large cap | Large Value | 4 | $34,375,910,000 | 1.71% | 0.57% | Analyze |
| FMAGX | Fidelity Magellan Fund | US Equity | Broad market | Large cap | Large Growth | 3 | $29,632,990,000 | 0.00% | 0.69% | Analyze |
| HACAX | Harbor Capital Appreciation Fund Institutional Class | US Equity | Broad market | Large cap | Large Growth | 4 | $28,805,260,000 | 0.00% | 0.66% | Analyze |
| FLPSX | Fidelity Low-Priced Stock Fund | US Equity | Broad market | Mid cap | Mid-Cap Value | 3 | $28,396,840,000 | 1.37% | 0.62% | Analyze |
| PRGFX | T. Rowe Price Growth Stock Fund | US Equity | Broad market | Large cap | Large Growth | 4 | $27,852,720,000 | 0.00% | 0.67% | Analyze |
| PRNHX | T. Rowe Price New Horizons Fund | US Equity | Broad market | Mid cap | Mid-Cap Growth | 5 | $26,034,870,000 | 0.00% | 0.78% | Analyze |
| DFQTX | DFA U.S. Core Equity II Portfolio Institutional Class | US Equity | Broad market | Large cap | Large Blend | 4 | $24,500,000,000 | 1.11% | 0.20% | Analyze |
| FOCPX | Fidelity OTC Portfolio | US Equity | Broad market | Large cap | Large Growth | 5 | $23,297,160,000 | 0.03% | 0.88% | Analyze |
| DFEOX | DFA U.S. Core Equity 1 Portfolio Institutional Class | US Equity | Broad market | Large cap | Large Blend | 4 | $23,200,000,000 | 1.15% | 0.17% | Analyze |
| RPMGX | T. Rowe Price Mid-Cap Growth Fund | US Equity | Broad market | Mid cap | Mid-Cap Growth | 5 | $23,043,600,000 | 0.00% | 0.76% | Analyze |
| FLPKX | Fidelity Low-Priced Stock Fund Class K | US Equity | Broad market | Mid cap | Mid-Cap Value | 3 | $22,600,000,000 | 1.44% | 0.43% | Analyze |
| CNGAX | American Funds The New Economy Fund Class 529-A | US Equity | Broad market | Large cap | Large Growth | 3 | $20,700,000,000 | 0.01% | 0.82% | Analyze |
| CNGCX | American Funds The New Economy Fund Class 529-C | US Equity | Broad market | Large cap | Large Growth | 3 | $20,700,000,000 | 0.00% | 1.60% | Analyze |
| CNGEX | American Funds The New Economy Fund Class 529-E | US Equity | Broad market | Large cap | Large Growth | 3 | $20,700,000,000 | 0.00% | 1.06% | Analyze |
| CNGFX | American Funds The New Economy Fund Class 529-F | US Equity | Broad market | Large cap | Large Growth | 3 | $20,700,000,000 | 0.27% | 0.60% | Analyze |
| FNEFX | American Funds The New Economy Fund Class F-3 | US Equity | Broad market | Large cap | Large Growth | 3 | $20,700,000,000 | 0.26% | 0.46% | Analyze |
| FOCKX | Fidelity OTC Portfolio Class K | US Equity | Broad market | Large cap | Large Growth | 5 | $20,300,000,000 | 0.06% | 0.78% | Analyze |
| TWCUX | American Century Ultra Fund Investor Class | US Equity | Broad market | Large cap | Large Growth | 4 | $19,996,750,000 | 0.00% | 0.98% | Analyze |
| DFLVX | DFA U.S. Large Cap Value Portfolio Institutional Class | US Equity | Broad market | Large cap | Large Value | 4 | $19,600,000,000 | 1.56% | 0.26% | Analyze |
| CDDRX | Columbia Dividend Income Fund Institutional 2 Class | US Equity | Broad market | Large cap | Large Value | 5 | $18,900,000,000 | 1.49% | 0.63% | Analyze |
| CDDYX | Columbia Dividend Income Fund Institutional 3 Class | US Equity | Broad market | Large cap | Large Value | 5 | $18,900,000,000 | 1.53% | 0.58% | Analyze |
| CDIRX | Columbia Dividend Income Fund Class R | US Equity | Broad market | Large cap | Large Value | 4 | $18,900,000,000 | 1.03% | 1.21% | Analyze |
| CVIRX | Columbia Dividend Income Fund Advisor Class | US Equity | Broad market | Large cap | Large Value | 5 | $18,900,000,000 | 1.43% | 0.71% | Analyze |
| EGFFX | Edgewood Growth Fund Retail | US Equity | Broad market | Large cap | Large Growth | $18,700,000,000 | 0.00% | 1.40% | Analyze | |
| EGFIX | Edgewood Growth Fund Insti | US Equity | Broad market | Large cap | Large Growth | $18,700,000,000 | 0.00% | 1.00% | Analyze | |
| ANEFX | American Funds The New Economy Fund Class A | US Equity | Broad market | Large cap | Large Growth | 3 | $18,562,160,000 | 0.01% | 0.77% | Analyze |
| HLIEX | JPMorgan Equity Income Fund Class I | US Equity | Broad market | Large cap | Large Value | 4 | $18,438,250,000 | 1.50% | 0.75% | Analyze |
| FRDPX | Franklin Rising Dividends Fund Class A | US Equity | Broad market | Large cap | Large Blend | 3 | $18,324,560,000 | 0.72% | 0.88% | Analyze |
| PRHSX | T. Rowe Price Health Sciences Fund | US Equity | Single sector | Health care | Health | 5 | $17,929,630,000 | 0.00% | 0.77% | Analyze |
| FRDAX | Franklin Rising Dividends Fund Advisor Class | US Equity | Broad market | Large cap | Large Blend | 3 | $17,200,000,000 | 0.92% | 0.63% | Analyze |
| FRDRX | Franklin Rising Dividends Fund Class R | US Equity | Broad market | Large cap | Large Blend | 3 | $17,200,000,000 | 0.52% | 1.12% | Analyze |
| FRISX | Franklin Rising Dividends Fund R6 Class | US Equity | Broad market | Large cap | Large Blend | 3 | $17,200,000,000 | 0.98% | 0.53% | Analyze |
| PCBIX | Principal MidCap Fund Institutional Class | US Equity | Broad market | Mid cap | Mid-Cap Growth | 4 | $15,751,400,000 | 0.00% | 0.68% | Analyze |
| VAFAX | Invesco American Franchise Fund Class A | US Equity | Broad market | Large cap | Large Growth | 2 | $15,670,630,000 | 0.00% | 1.01% | Analyze |
| PRBLX | Parnassus Core Equity Fund - Investor Shares | US Equity | Broad market | Large cap | Large Blend | 3 | $15,284,810,000 | 0.37% | 0.87% | Analyze |
| DDFIX | Invesco Diversified Dividend Fund R5 Class | US Equity | Broad market | Large cap | Large Value | 3 | $15,200,000,000 | 2.17% | 0.51% | Analyze |
| DDFRX | Invesco Diversified Dividend Fund Class R | US Equity | Broad market | Large cap | Large Value | 2 | $15,200,000,000 | 1.68% | 1.07% | Analyze |
| PRILX | Parnassus Core Equity Fund - Institutional Shares | US Equity | Broad market | Large cap | Large Blend | 3 | $14,975,960,000 | 0.54% | 0.64% | Analyze |
| VWNFX | Vanguard Windsor II Fund Investor Share | US Equity | Broad market | Large cap | Large Value | 3 | $14,696,160,000 | 1.07% | 0.34% | Analyze |
| PRFDX | T. Rowe Price Equity Income Fund | US Equity | Broad market | Large cap | Large Value | 3 | $14,300,950,000 | 1.71% | 0.65% | Analyze |
| FCGAX | Franklin Growth Fund Advisor Class | US Equity | Broad market | Large cap | Large Growth | 3 | $14,100,000,000 | 0.24% | 0.59% | Analyze |
| FGSRX | Franklin Growth Series Class R | US Equity | Broad market | Large cap | Large Growth | 3 | $14,100,000,000 | 0.00% | 1.09% | Analyze |
| FIFRX | Franklin Growth Series Class R6 | US Equity | Broad market | Large cap | Large Growth | 4 | $14,100,000,000 | 0.29% | 0.49% | Analyze |
| FKGRX | Franklin Growth Series Class A | US Equity | Broad market | Large cap | Large Growth | 3 | $13,686,880,000 | 0.11% | 0.84% | Analyze |
| PRDGX | T. Rowe Price Dividend Growth Fund | US Equity | Broad market | Large cap | Large Blend | 4 | $13,283,860,000 | 0.87% | 0.64% | Analyze |
| VWUSX | Vanguard U.S. Growth Fund Investor Shares | US Equity | Broad market | Large cap | Large Growth | 3 | $13,136,200,000 | 0.03% | 0.42% | Analyze |
| MFEIX | MFS Growth Fund Class I | US Equity | Broad market | Large cap | Large Growth | 4 | $13,070,190,000 | 0.00% | 0.00% | Analyze |
| AULDX | American Century Ultra Fund R6 Class | US Equity | Broad market | Large cap | Large Growth | 5 | $12,900,000,000 | 0.00% | 0.63% | Analyze |
| AULGX | American Century Ultra Fund R5 Class | US Equity | Broad market | Large cap | Large Growth | 4 | $12,900,000,000 | 0.00% | 0.77% | Analyze |
| AULNX | American Century Ultra Fund G Class | US Equity | Broad market | Large cap | Large Growth | 4 | $12,900,000,000 | 0.00% | 0.00% | Analyze |
| AULRX | American Century Ultra Fund R Class | US Equity | Broad market | Large cap | Large Growth | 4 | $12,900,000,000 | 0.00% | 1.47% | Analyze |
| AULYX | American Century Ultra Fund Y Class | US Equity | Broad market | Large cap | Large Growth | 4 | $12,900,000,000 | 0.00% | 0.62% | Analyze |
| JVMIX | John Hancock Funds Disciplined Value Mid Cap Fund Class I | US Equity | Broad market | Mid cap | Mid-Cap Blend | 4 | $12,873,340,000 | 0.66% | 0.85% | Analyze |
| AKRSX | Akre Focus Fund Supra Institutional Class | US Equity | Broad market | Large cap | Large Growth | 5 | $12,700,000,000 | 0.00% | 0.95% | Analyze |
| POLIX | Polen Growth Fund Institutional Class | US Equity | Broad market | Large cap | Large Growth | 4 | $12,209,570,000 | 0.00% | 1.00% | Analyze |
| FKDNX | Franklin DynaTech Fund Class A | US Equity | Broad market | Large cap | Large Growth | 5 | $11,976,620,000 | 0.00% | 0.87% | Analyze |
| SEEGX | JPMorgan Large Cap Growth Fund Class I | US Equity | Broad market | Large cap | Large Growth | 4 | $11,763,290,000 | 0.05% | 0.69% | Analyze |
| LSGRX | Loomis Sayles Growth Fund Class Y | US Equity | Broad market | Large cap | Large Growth | 4 | $11,621,440,000 | 0.12% | 0.00% | Analyze |
| PRMTX | T. Rowe Price Communications & Technology Fund Investor Class | US Equity | Single sector | Communication Services | Communications | 5 | $11,491,160,000 | 0.00% | 0.78% | Analyze |
| MADVX | BlackRock Equity Dividend Fund Institutional Shares | US Equity | Broad market | Large cap | Large Value | 3 | $11,329,630,000 | 1.38% | 0.73% | Analyze |
| CUSUX | Six Circles U.S. Unconstrained Equity Fund | US Equity | Broad market | Large cap | Large Blend | $10,800,000,000 | 1.28% | 0.08% | Analyze | |
| SBLYX | ClearBridge Large Cap Growth Fund Class I | US Equity | Broad market | Large cap | Large Growth | 4 | $10,718,000,000 | 0.06% | 0.78% | Analyze |
| ERASX | Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | US Equity | Broad market | Mid cap | Mid-Cap Growth | 3 | $10,600,000,000 | 0.00% | 0.82% | Analyze |
| ERSMX | Eaton Vance Atlanta Capital SMID-Cap Fund Class R | US Equity | Broad market | Mid cap | Mid-Cap Growth | 4 | $10,600,000,000 | 0.00% | 1.42% | Analyze |
| CMGIX | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares | US Equity | Broad market | Mid cap | Mid-Cap Growth | 5 | $10,569,040,000 | 0.00% | 0.80% | Analyze |
| DFSVX | DFA U.S. Small Cap Value Portfolio Institutional Class | US Equity | Broad market | Small cap | Small Value | 4 | $10,400,000,000 | 1.67% | 0.51% | Analyze |
| AKRIX | Akre Focus Fund Institutional Class | US Equity | Broad market | Large cap | Large Growth | 5 | $10,105,520,000 | 0.00% | 1.05% | Analyze |
| TWCGX | American Century Growth Fund Investor Class | US Equity | Broad market | Large cap | Large Growth | 3 | $9,988,540,000 | 0.00% | 0.98% | Analyze |
| MFEGX | MFS Growth Fund Class A | US Equity | Broad market | Large cap | Large Growth | 4 | $9,938,930,000 | 0.00% | 0.94% | Analyze |
| FDNRX | Franklin DynaTech Fund Class R | US Equity | Broad market | Large cap | Large Growth | 4 | $9,600,000,000 | 0.00% | 1.11% | Analyze |
| FDTRX | Franklin DynaTech Fund Class R6 | US Equity | Broad market | Large cap | Large Growth | 5 | $9,600,000,000 | 0.00% | 0.51% | Analyze |
| FDYZX | Franklin DynaTech Fund Advisor Class | US Equity | Broad market | Large cap | Large Growth | 5 | $9,600,000,000 | 0.00% | 0.62% | Analyze |
| PEYAX | Putnam Large Cap Value Fund Class A | US Equity | Broad market | Large cap | Large Value | 4 | $9,555,560,000 | 1.23% | 0.91% | Analyze |
| DSEEX | DoubleLine Shiller Enhanced CAPE Class I | US Equity | Broad market | Large cap | Large Value | 5 | $9,522,990,000 | 2.62% | 0.56% | Analyze |
| TOTAL | 100 | $3,130,667,290,000 | 0.72% |
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