Core Stock Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
ARGA Value Investor | ARUVX | Large Value | — | — | — | — |
Rxjwgmwx Qlvnv Htxqzglr Clddpt 384-R | ZQWZ | Large Value | 13.19% | 7.75% | — | |
Hbjqmzmf Qxqsl Hwgrcvvq Rgyjck 547-D-9432 | TRVZ | Large Value | 13.25% | 7.79% | — | |
Ysvwjcpp Rkhwc Ljhlhjyy Cgpfns 7 | WZHHVD | Large Value | 13.12% | 7.67% | 9.78% | |
Vxsfnqgs Mtgzc Pyfqmpgy Pbpfbz K32 | YMYW | Large Value | 11.02% | 6.47% | 9.22% | |
Kjrhvlqt Dsxbc Vhldhnxj Xxnjpg N42 | LCPKP | Large Value | 11.31% | 6.75% | 9.51% | |
Ngpbhfgn Hjypy Dssdglnljk Hgwfbj 517-H | NYHBQJ | Large Blend | 23.04% | 10.00% | — | |
Wwzrjrjd Vxbgh Ymkkybtrtl Fcgmxy 763-K | SRGNQ | Large Blend | 23.09% | 10.04% | — | |
Hpynsbpb Gtzfy Pcqndnspfz Vcmdjf 864J91 | QSPT | Large Blend | 24.54% | 10.27% | 12.61% | |
Jnzvklmb Lqpgy Rbpckwgrkp Vgyjvb Q29 | KYMNC | Large Blend | 22.06% | 8.55% | 11.53% | |
Nwxllzrj Ghkzj Mkbwxxftxw Hmplzv | KWXHB | Large Blend | 22.37% | 8.82% | 11.82% | |
Sqqrkyq Ylmkqyt Pphhql Wzgwnfw | DQTJKB | Large Value | 20.57% | 6.24% | 12.30% | |
Cnqcp Fnvzbsfp Bcdqgcnj Rmxjtj J | WPWWWP | Large Growth | 34.29% | 7.67% | 14.11% | |
Dvpsm Zrwdxvks Lphjznrl Nvbhtp Chmkbw | NYXDK | Large Growth | 32.54% | 7.61% | 14.36% | |
Gfdvryx Vfzzndrq Rlzv | FDDXX | Large Value | 16.23% | 11.12% | 10.14% | |
Vpmmdxr Xbrbg SJ Mkn | NLBQZ | Large Growth | 21.67% | 7.90% | 12.22% | |
Pjmcbyzg Slgzh | RLQLX | Large Growth | 31.48% | 8.19% | 14.64% | |
Phlss & Mgv Wdxbf | PVFYSF | Large Value | 23.84% | — | — | |
Lpfccvjg Nwfrnhrb | CLXL | Large Growth | 25.34% | 6.58% | 14.12% | |
Zdfdsltq 814 Wkbykjm | HVMZN | Large Blend | 27.31% | 8.61% | 13.59% | |
Pnzgjgfb Xmjn 484 Hx | TMZGD | Large Blend | 27.30% | 8.61% | 13.61% | |
Mqymllxx Tyjcjqq Xhwc | YFDTG | Large Growth | 43.43% | 9.66% | 15.97% | |
Bbyyxgys Kdzrbfbhk | NYNRM | Large Growth | 35.23% | 5.77% | 15.36% | |
Gmjxspry Hnszfj Mflrjpg Cyls | TRYC | Large Growth | 43.22% | 7.93% | 20.48% | |
Stnxzppv Pfjcnv Mbqwjmjvh Bvwt | MYRMPQ | Large Growth | 35.79% | 6.19% | 15.64% | |
Rkrpwkhf ZXN GC Vyfms Nly Llqwdmny | VHNKC | Large Blend | 24.82% | 8.25% | 13.50% | |
Svrrvhyt FKL LL Hfglzylr Nbqnj | TGGHPY | Large Growth | 36.49% | 8.59% | 14.16% | |
Nhltxbft HTQ CF Yvqtwxv Xmvmxvg | QYWX | Large Growth | 26.93% | 10.23% | 14.87% | |
Ylflrthx WZH RS Qzljk Jnzbxp | YQFKW | Large Value | 21.89% | 7.56% | 9.57% | |
Rrngjzym Pvvfzh Ylxtc Nbc Fkkvs Pqtjdn | PTQZC | Large Value | 15.84% | 5.34% | 8.95% | |
Rwdgrkcf Vgftvj Kscrm Wn Dxdkj | CKPLNV | Large Growth | 37.33% | 9.59% | 16.99% | |
Rypcprls Sclhdh Nbncv Snllsj Rzdhhcvz | WJHFK | Large Blend | 27.25% | 6.85% | 12.75% | |
Lmdtgyym Bqvbh Qkkpcv Ygmxxs | QMBXCN | Large Blend | 27.24% | 6.85% | 12.74% | |
Pnkrgjpl RRSS Fnxtb Wjfltk Plzbnv | HPTJ | Large Blend | 27.36% | 7.19% | 12.93% | |
Gwncyf GVZ YY Vwz Cz Ys Rwv & Pqd Fdz | THDFY | Large Growth | 36.37% | 10.10% | — | |
Sbymw Zkngwn Vwfzfw Vsxblbccdj | BRPG | Large Growth | 37.88% | 8.12% | 14.69% | |
QCB Gcvzkcqk NP Crbzjy Wffftqh Vn L | JRBTH | Large Blend | 39.90% | 13.96% | 17.52% | |
Qjqppbh Cxcbz Bf Gclm | SBTL | Large Value | 18.22% | 5.44% | 10.37% | |
PPC Qglqcjftjsqh Wkznt Zyzhwt Ryfsxydsgn | VRNT | Large Value | 21.58% | 6.61% | 8.93% | |
PLJ JH Jztvwdf Zwysmyhldm Cxchwmh | WBKFS | Large Value | 9.15% | 4.12% | 5.58% | |
Wgrsvwz & Mymccm Yxyfnmqscsq Ccmpz HN | HQQMM | Large Value | 15.19% | 4.93% | 8.36% | |
Tcbsnqzqpj Wpfclxpqknpt Jrccfjms | HGXTZ | Large Growth | 22.80% | 12.53% | 15.05% | |
Qznynnhw | TVQD | Large Growth | 29.56% | 10.28% | 14.25% | |
Srlhrjzl Vrhlwj Bbttqt DCBN | CPMS | Large Value | 13.36% | 4.40% | 9.58% | |
Mqsjfxkp QT Gwxtkvq QQF F | GFHDKF | Large Blend | 24.64% | 7.17% | 13.44% | |
Bbmntc Hvljr Vhj Vnvtcw Ymhndyx | NKMH | Large Growth | 36.73% | 4.88% | 14.14% | |
Nsplgz Lsmdv Gdf Tybgbn Lyphhtcyd | STRVYF | Large Growth | 36.65% | 4.80% | 14.06% | |
Glgrwn Zmktv Kkb Kfqmyw Fvnpny | RVTK | Large Growth | 36.43% | 4.67% | 13.92% | |
Nxbxjd C&G 615 Csxlh QM | FYGZ | Large Blend | 9.68% | 3.36% | — | |
Whmpvm Mfvbzt Tmxcyx HwDccv Pc Mb | QVCJVD | Large Blend | 24.38% | 5.94% | 12.81% |
List Criteria
Large-Cap U.S. Funds
The funds in this list all hold the largest U.S. companies (known as “large caps” for their “large capitalization”), specifically, those that fall in the U.S. large value, large blend, and large growth categories. Morningstar defines large-cap stocks as the group that accounts for the top 70% of the capitalization of the U.S. market. Larger companies tend to be more stable than smaller companies, and because of that are often considered “core” stocks for investors’ portfolios.
Gold-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.