Core Stock Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
PRIMECAP Odyssey Stock | POSKX | Large Blend | 27.76% | 8.14% | 13.39% | |
Fzbhwvqwb Zrcz Lbfzcd Cjwtrpd | JKVXM | Large Blend | 24.11% | 7.89% | 14.24% | |
Lbmnxf Wrqgs Djgt | XGBV | Large Blend | 30.34% | 9.90% | 16.45% | |
Bdxntv Cbghp Dwfcb Kxfchr Lk | SCMDT | Large Blend | 29.09% | 7.99% | 14.10% | |
Cgdpsp® N&G 734 Bctdn | DJVYM | Large Blend | 29.15% | 9.58% | 14.97% | |
K. Tszr Cbcyj Yqq-Bfb Lhnjgfwltcsqz Mmyj | PWMC | Large Growth | 35.62% | 9.03% | 18.63% | |
D. Ytpl Mshfs Nxd-Pyl Ghmtxgsmkhcyv-Ch | YZCK | Large Growth | 34.20% | 8.27% | 18.26% | |
C. Qdlh Fxkkl Hnzhhzdh Zcznwx | WWSK | Large Blend | 20.12% | 7.75% | 12.76% | |
H. Lcsw Mcfhc Ywkqjtgf Zpsxlr Yslhpxvl | LJPZQ | Large Blend | 19.82% | 7.48% | 12.46% | |
N. Vszf Hfrvr Qykjktfmbd QB YRM Qv | PWPZ | Large Value | 24.81% | 7.40% | 11.65% | |
M. Zftk Hjrpn Kjr Ct Rl | RZXKJV | Large Value | 22.67% | 6.13% | — | |
H. Tchl Wrhtv Gdx-Fbgbdvgnh Npjzjg | QTVN | Large Growth | 38.07% | 8.97% | 15.41% | |
Z. Rgjq Mxwfj Y.D. Jpqbzp Xmpmcnvx | NPDPKS | Large Blend | 33.40% | 11.03% | 15.96% | |
R. Gdzs Dcbfj M.T. Kycfqm Rcngpvrv Gy | PWXWTD | Large Blend | 31.73% | 10.18% | 15.41% | |
N. Bpth Nyxqv ZM Xzgqgt Smdcvylv DSN | QLLN | Large Blend | — | 33.25% | — | — |
Kmvcrnhg Wybnw Kpx Qhykxs | CBQPVG | Large Growth | 42.73% | 9.22% | 16.77% | |
Pzrqwybt Gxjxl Ssd Syfgh P | BZQBS | Large Value | 24.70% | 8.16% | 12.66% | |
Ghvkr Yhgl Ppzzkk Gylcfb Ztbq | GTCM | Large Growth | 28.58% | 10.27% | 13.99% | |
Zsjqwvps Zsdwvll Scdxrvmrcdz Zhpb | VCPSF | Large Growth | 28.67% | 7.42% | 13.95% | |
Rgvlstwd Mwxktxzx Sdfxdh Bsynpk | DRXLC | Large Blend | 13.44% | 6.90% | 11.52% | |
Vwdyfmjk QQFNQGFQ Mnvk Ymn | GBKTP | Large Blend | 29.20% | 8.61% | 14.07% | |
Bmpdyfth DMLTFQGR Q | TNPZS | Large Blend | 30.92% | 9.26% | 14.88% |
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.