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List of Every Diversified US Stock Mutual Fund

This page contains a comprehensive listing of all mutual funds included in the Diversified US Stock category. The sortable table below contains information about each Mutual Fund, including fees, performance, and dividend-related metrics.

How Are Diversified US Stock Mutual Funds Performing?

The following are average values for important financial metrics across all Mutual Funds in the Diversified US Stock category. The leader for the category is also displayed for each metric.

Assets and Yield

Avg. Assets (Millions)
$3,317.26
Avg. Dividend Yield
1.14%

Returns

Avg. YTD Return
-6.50%
Avg. 5 Year Return
7.48%

Portfolio

Avg. Number of Holdings
181
Avg. % Assets in Top 10
29.83%

Expenses

Avg. Expense Ratio
1.21%
Avg. Fund Turnover
67.61%

List of Diversified US Stock Mutual Funds

All Mutual Funds in the Diversified US Stock category are listed in the table below. Click on any Mutual Fund name or ticker to view that Mutual Fund's Report Card

Click on the tabs (General, Expenses, Returns, Yield, Holdings) to view additional data.

Ticker Mutual Fund Assets ($M) Inception Date Issuer Fund Type
Category Average N/A $3,317.26 N/A N/A N/A
Ticker Mutual Fund Expense Ratio 12b-1 Fees Redemption Fees Front Load Deferred Load Initial Investment Fund Turnover
Category Average N/A 1.21% 0.53% N/A 5.38% 2.10% $952,696 67.61%
Ticker Mutual Fund YTD 1-Month 3-Month 6-Month 1-Year 3-Year 5-Year 10-Year
Category Average N/A -6.50% -0.20% -9.09% -6.04% -10.48% 7.81% 7.48% 5.48%
Ticker Mutual Fund 12 Month Yield 30 Day SEC Yield Dividend Frequency Capital Gains Frequency
Category Average N/A 1.14% 1.37% N/A N/A
Ticker Mutual Fund Number of Holdings Number of Long Holdings Number of Short Holdings % Assets in Top 10
Category Average N/A 181 179 5 29.83%

Mutual Fund Sub-Categories Within the Diversified US Stock category

The Diversified US Stock category contains multiple sub-categories. Average data for the funds in each of these sub-categories is presented in the table below.

Click on the tabs (General, Expenses, Returns, Yield, Holdings) to view additional data.

Sub-Category Assets ($M) Funds
Sub-Category Average $3,317.26 536
Sub-Category Expense Ratio Fund Turnover
Sub-Category Average 1.21% 67.61%
Sub-Category YTD 1-Month 3-Month 6-Month 1-Year 3-Year 5-Year 10-Year
Sub-Category Average -6.50% -0.20% -9.09% -6.04% -10.48% 7.81% 7.48% 5.48%
Sub-Category 12 Month Yield 30 Day SEC Yield
Sub-Category Average 1.14% 1.37%
Sub-Category Number of Holdings Number of Long Holdings Number of Short Holdings % Assets in Top 10
Sub-Category Average 181 179 5 29.83%
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