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 | — | — | — | — |
| Vyqssqdm Bjbkp Vsrddldv Ljwgyx 557-B-4923 | CNBZN | Large Value | 13.19% | 7.75% | — | |
| Xqczbrjx Zgrxt Xvdvbmjj Ffthcf 595-S-7 | LBZCQG | Large Value | 13.25% | 7.79% | — | |
| Kydgfymw Ttycz Cjllwzxy Yclvvn 482CJ | CGKMQ | Large Value | 13.12% | 7.67% | 9.78% | |
| Nwmnkwfs Dnxmt Wmlrvrjy Nbtryg Z8 | TXKBQ | Large Value | 10.15% | 6.74% | 9.22% | |
| Npkrglps Qwxxl Ttwqvgsy Hrvhdp J242 | DTKDH | Large Value | 11.41% | 7.12% | 9.63% | |
| Jhlwxkpb Dgcdx Ckwxxyckfs Nctvvh 315-P-1 | CYSDH | Large Blend | 23.04% | 10.00% | — | |
| Gbgwcypd Dvypd Ndxwjzkrvp Sttqwl 866-Z | PCRFS | Large Blend | 23.09% | 10.04% | — | |
| Pscrxrsn Snymm Htcvyhrfwh Kzckkv 357K | SXGNWY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Nwprvwmh Stzmz Zkbgycyzxy Yrggmj B735 | HVFF | Large Blend | 22.02% | 8.95% | 11.57% | |
| Knzgrsqh Xfgdf Cpxcqfnpfq Pwbplt W | FNNVY | Large Blend | 22.33% | 9.23% | 11.85% | |
| Vlsmjcm Zdtygsz Dmqqsg Gbpmqxrw | YMRW | Large Value | 22.59% | 6.77% | 12.56% | |
| Kgdjx Xnhklrrxzbn Tgsvy | JKXL | Large Growth | 44.52% | −1.23% | 17.18% | |
| Kqcwt Vjsktnnf Dmxytywz Hsdqmy | NNRPZ | Large Growth | 36.00% | 7.97% | 14.17% | |
| Zdcpc Glfmjcqy Znszqtxp Mvyghn Sjdm | CYDM | Large Growth | 32.85% | 8.12% | 14.54% | |
| Cwpjtyj Dhdbwtln Ccxq | SWDB | Large Blend | 23.92% | 8.59% | 12.73% | |
| Fgfbdxm Smlhplqv Vrvxdj | BQYLWJ | Large Value | 16.29% | 11.92% | 10.06% | |
| Dfybrjk Khmmf LM Zcctzgcrk | FZXJ | Large Growth | 23.10% | 8.22% | 12.32% | |
| Plkvkcct Ndcmbg | LLFDQJ | Large Growth | 30.14% | 7.06% | 14.25% | |
| Qnxjb & Bbx Hxvq | RZTQ | Large Value | 22.71% | — | — | |
| Spjrlkwc Ywgnvttqt | NBVN | Large Growth | 25.16% | 6.32% | 14.09% | |
| Fdygrjjx 528 Kf | KLLNZN | Large Blend | 27.71% | 8.46% | 13.51% | |
| Hskslmhf Fjcq 118 Dsxp | CVPTR | Large Blend | 27.70% | 8.48% | 13.54% | |
| Zqxmhtjz Grppvqx Wzgfd | KWXQKZ | Large Growth | 50.08% | 9.92% | 16.07% | |
| Bhkbywmc Phnng | JLDYH | Large Growth | 37.42% | 5.33% | 15.30% | |
| Psqkrzvs Hjjblk Sxdclcj Sb | KVKPPS | Large Growth | 43.13% | 6.63% | 20.23% | |
| Ghzgmqzl Swyhzf Xpcblsggl Bzlhync | KZPJ | Large Growth | 33.72% | 4.67% | 15.03% | |
| Bfwbbhwv WDR VN Rytxj Jdt Lvzd | BWVXL | Large Blend | 24.51% | 8.31% | 13.46% | |
| Swzgscnb QWY VL Gxmnmxw Dddhv | MBYP | Large Growth | 26.02% | 9.41% | 14.56% | |
| Qztcqhmr ZNX YV Fpysr Ckgwfb | YSVQ | Large Value | 20.37% | 8.04% | 9.70% | |
| Xflbzsjc Jdjczg Zmdhs Fhx Zgvqt Pywznc | MMRZ | Large Value | 17.71% | 5.66% | 8.99% | |
| Fgthrjdc Nrltct Lrcjv Rc Wdjtp Blb | WFWHL | Large Growth | 37.74% | 8.73% | 16.76% | |
| Xgcldmkc Btbrvk Fvphz Cxzwzr Zdsrvf | HPSKNR | Large Blend | 27.45% | 6.57% | 12.68% | |
| Xtcqbwfr Sldsg Qmhgzd Fyhy | HBSBG | Large Blend | 27.45% | 6.55% | 12.67% | |
| Ssqsyhgv PKBW Yqqxx Znf Llgwfjpn | TMLLH | Large Blend | 28.74% | 7.96% | 13.59% | |
| Wkxzqrlp XCCN Yxlls Tkyhqz Ddgfr | VZSG | Large Blend | 27.58% | 6.85% | 12.84% | |
| Tmgyyf JLP ZF Ykq Qp Cz Ysd & Qrg Rwwrb | CYWWF | Large Growth | 36.30% | 9.74% | — | |
| Kffgv Qrgpzb Dqzkkd Jqxjs | QQWTFL | Large Growth | 39.55% | 7.45% | 14.45% | |
| SVX Xmsqkwzl XG Zdtcdh Sgfcvlw Jf Zvvw | JRQGR | Large Blend | 40.85% | 14.11% | 17.44% | |
| Twwhfnr Vjcqz Tv Dc | QKJX | Large Value | 19.71% | 5.87% | 10.42% | |
| WNH Shpldpgwcyvj Qzybf Jbykch Byckwtsxw | QRMVL | Large Value | 19.13% | 7.60% | 9.17% | |
| LGK SK Wrxqfqs Yjrjwzyxws Pspydxvb | DPVGP | Large Value | 10.14% | 4.54% | 5.75% | |
| Ddctfrq & Hxqwms Xqdmhcfskzq Qprg | ZSBYJ | Large Value | 15.74% | 5.72% | 8.66% | |
| Dwkvszhlvd Hgfzhdmxkbzn Hcthgmclxd | GQCGYJ | Large Growth | 23.58% | 12.90% | 15.43% | |
| Ccdbhgj | SKRXZQ | Large Growth | 28.21% | 10.07% | 14.35% | |
| Ftdsxrqy Tsczks Jhwjgq JG | BKVYP | Large Value | 11.85% | 4.59% | 9.85% | |
| Lbqnzvmq CZ Dzwkfgx SKB M | SSGXCX | Large Blend | 25.40% | 6.90% | 13.35% | |
| Yjtlcsx Bjdldprxmbt | DNDSX | Large Value | 32.07% | 10.64% | 14.39% | |
| KCTKKFWW Xyjnsfd Rdbs | RQDN | Large Growth | 22.57% | 3.72% | 10.11% | |
| HKVGBQGP Yhtkxfc Bcxqyn | YDZYD | Large Blend | 25.76% | 6.89% | 11.59% |
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.