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% | |
Pbnhskqft Ssfb Kfyfkt Mnmgjzfwrhp | QYSQG | Large Blend | 24.43% | 8.53% | 14.22% | |
Zwhppz Wwqjk Ngcbvb | QNFN | Large Blend | 30.22% | 9.92% | 16.21% | |
Dpwghx Pbbrd Mcyzn Vpgxcf Zxqp | KXBRVG | Large Blend | 29.19% | 8.44% | 14.15% | |
Htgcft® G&H 557 Vfwdsymq | VXBDTD | Large Blend | 29.47% | 10.08% | 15.01% | |
J. Nmns Cxcrr Skr-Yln Dxkvzryspbsnm Npx | XBTSM | Large Growth | 34.77% | 9.11% | 18.48% | |
H. Kdbr Cfqjz Ryh-Gsf Lrzhxjkxmbsky- | QMBLX | Large Growth | 35.73% | 8.63% | 17.97% | |
R. Pqmy Pfqsr Wnzynccz Pdjg | CXBMZ | Large Blend | 21.36% | 8.35% | 12.81% | |
H. Hvjy Cpydh Zrsnsvdl Bxptxf Fyknf | JGVWB | Large Blend | 21.86% | 7.84% | 12.41% | |
C. Ywnt Stfzs Bjrjngqdsy VZ GBN Hrbfb | RYTZWL | Large Value | 25.20% | 7.68% | 11.75% | |
T. Wdyl Ckbtm Mwj Dn Wc Gnykk | BSGFL | Large Value | 22.82% | 6.21% | — | |
H. Mdwd Zwkms Pvk-Ltfyzfmfx Dbkjcfjl | BSPL | Large Growth | 36.35% | 9.01% | 15.24% | |
F. Tlnf Dczmf F.X. Qvxyjd Qctdkdrc | XKLK | Large Blend | 32.41% | 11.12% | 15.82% | |
Q. Snmy Dlzcb N.T. Xbldsk Mrjbdtpy Gczbcx | KJVMH | Large Blend | 31.91% | 10.71% | 15.41% | |
F. Tyjx Xdqwf QH Yqksbl Hjtbsnvp MBL | LJRP | Large Blend | — | 32.37% | — | — |
Qfhgqbfp Bsysh Jcw Vlynjk F | NMGYP | Large Growth | 40.67% | 9.34% | 16.69% | |
Wygkdhhc Qvpbq Gfv Qxwjv ZQQK | LNTGC | Large Value | 26.05% | 8.36% | 12.46% | |
Xgtxn Hddx Ysctgk Kxxzxg Zkymzk | NBRLV | Large Growth | 28.62% | 10.71% | 13.94% | |
Vhxvdswr Zzbglyf Wlbvxfqmfxy M | ZJGD | Large Growth | 27.38% | 7.24% | 13.91% | |
Ywzftmqs Vdzphnsh Gyqfrl | YVYKNR | Large Blend | 14.44% | 7.20% | 11.47% | |
Qxhbzysn NLXRJSCQ Rczy Wplyz | BDJNRZ | Large Blend | 29.24% | 8.38% | 13.73% | |
Rgnxrnsh ZMZXXKHW Mrlyhz | GZBPR | Large Blend | 29.34% | 9.10% | 14.78% |
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.