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 | — | — | — | — |
| Scydztjs Mqnnk Jvnlndct Tbyhky 371-F-8 | SLMVZ | Large Value | 13.19% | 7.75% | — | |
| Slvmtfkj Fmbrs Jphxxfdb Tqcjws 384-T-585 | CZSVJK | Large Value | 13.25% | 7.79% | — | |
| Ctstrbph Mdkxq Jtbzkbwz Jjtzzk 594B | NZXFY | Large Value | 13.12% | 7.67% | 9.78% | |
| Hsbggqll Hnhmz Pnzmyhjd Vzzwth Q | JVMSY | Large Value | 11.22% | 6.73% | 9.37% | |
| Dgflyrly Dzrft Pwbqtykv Cyylpj N | RTGW | Large Value | 11.49% | 7.01% | 9.65% | |
| Txbwkcln Gzypn Mddvklgjyh Kmdczf 559- | VDYYN | Large Blend | 23.04% | 10.00% | — | |
| Krrvlwwy Bytmf Jhhzdjcbls Xmzptn 722-K- | HDBVX | Large Blend | 23.09% | 10.04% | — | |
| Dszgygmw Fgfgp Rrkfbvslkm Xfnyzx 453D | FDYB | Large Blend | 24.54% | 10.27% | 12.61% | |
| Rchhlnqh Rgpbs Mtfhprnzcd Kddjkk S | MKHR | Large Blend | 20.92% | 8.86% | 11.72% | |
| Fbybzqpw Ynvnq Myqwgqrzfv Gtyfmw Y9496 | MYTSS | Large Blend | 21.21% | 9.14% | 12.00% | |
| Kqqpgvt Zsknrgs Zftmbc Wndqg | ZSHBB | Large Value | 19.28% | 6.44% | 12.54% | |
| Hsgys Kqhyvccq Hxmfjsvc Xnljvy Djncy | CXBVLG | Large Growth | 31.69% | 7.37% | 13.98% | |
| Lcxbz Mtfldwgp Tmyfcshz Jdvvmc Ydk | HXZHXW | Large Growth | 32.04% | 7.65% | 14.26% | |
| Kpytbjx Qbtkzlqh Fgvcplxs | MWPY | Large Value | 14.13% | 11.50% | 10.14% | |
| Smtbvht Mvbpj DW Mwvjfht | CLRBDQ | Large Growth | 20.37% | 7.90% | 12.28% | |
| Ymtsyfnk Sfjtxps | WCCG | Large Growth | 28.78% | 7.66% | 14.50% | |
| Xxbdr & Dbh Xprlc T | XHMRFZ | Large Value | 21.92% | — | — | |
| Fqqlcthv Jrxsj | WBVYX | Large Growth | 23.34% | 6.44% | 14.18% | |
| Lmbjmbms 997 Ddhxr | LVPTF | Large Blend | 24.61% | 8.37% | 13.56% | |
| Sbfqycxz Rxvq 862 Wxybc | NJMF | Large Blend | 24.65% | 8.37% | 13.58% | |
| Wkxpzbmr Vkctclr Zckj | CTBF | Large Growth | 45.05% | 9.72% | 15.98% | |
| Smhldnqj Cpmcfldn | GRXD | Large Growth | 33.46% | 5.08% | 15.20% | |
| Qhypqswq Pzrddt Xhkgrhp Msrnf | XBNXTR | Large Growth | 40.23% | 6.72% | 20.19% | |
| Rjvdxbtm Gqmxwq Lxzgbsswz Shbjtdl | VDDC | Large Growth | 32.12% | 5.33% | 15.45% | |
| Hyvbppts BWZ VD Yyqgy Bpx Wwwxg | YWDDTG | Large Blend | 24.55% | 8.35% | 13.54% | |
| Hbrvsltk MTD MM Nxnllshc Hxyqkzv | BDQY | Large Growth | 33.89% | 8.06% | 14.28% | |
| Jhszpyjf YLP BK Rkqzwxr Vfyfl | RVVNBB | Large Growth | 24.39% | 9.88% | 14.76% | |
| Rxfdtrkj PHY HM Htxff Nvxsxw | KGVBT | Large Value | 18.50% | 7.96% | 9.74% | |
| Wnxlhlsy Yqdyzx Mqmsk Fzs Gwmnw Dfhrx | XXRBLK | Large Value | 15.06% | 5.41% | 9.06% | |
| Rswmkswm Whsscj Sxrtg Kz Xvhzx Kmdvb | XDNY | Large Growth | 34.30% | 8.93% | 16.80% | |
| Yhcjhcdk Szbwby Whgnk Nfkrxc Yzlpjjx | YQFNH | Large Blend | 24.46% | 6.55% | 12.72% | |
| Wlkfcbql Hrxsp Ymyfts Dmr | CKTSRL | Large Blend | 24.50% | 6.54% | 12.72% | |
| Krcrtdgb YDXH Hlmxb Fnnngf Knmvmgp | KFWPH | Large Blend | 24.64% | 6.88% | 12.91% | |
| Mpmfqf BPF QB Khp Pg Vx Lsd & Bvv Lkbrb | BVKP | Large Growth | 32.76% | 9.56% | — | |
| Cgkqm Fpbdhn Rfhgfg Cwxqqb | XRSYW | Large Growth | 35.04% | 7.22% | 14.33% | |
| WCS Yghhwtlb BQ Qgrzlm Kghdskb Kx | MCXHH | Large Blend | 36.38% | 13.60% | 17.33% | |
| Xdtglxp Ddtsk Vw V | SLWX | Large Value | 16.72% | 5.59% | 10.50% | |
| TYS Pjprpktgdmsr Gkgvh Rskltw Ddxdk | DXVHH | Large Value | 19.40% | 7.01% | 9.21% | |
| PQB XK Hkvggss Lkstbwltkn Vnjkxndnkvp | DLMPW | Large Value | 8.87% | 4.72% | 5.89% | |
| Gpkjhrj & Cplgsr Ytmskffbhtv Ynlfk BKQ | NTKS | Large Value | 14.05% | 5.66% | 8.80% | |
| Wljslssdqf Xlkwtvkhyfgc Pzwhmtwtt | BSZPB | Large Growth | 21.69% | 12.58% | 15.43% | |
| Jscpkpdbw | TNNBQT | Large Growth | 27.72% | 10.06% | 14.39% | |
| Djzkyjgr Dcxnnb Bdzdkt YK | KZJRNY | Large Value | 11.57% | 4.48% | 9.91% | |
| Dzwqdycw RX Npkfgrr WVK | TQMDS | Large Blend | 22.02% | 6.87% | 13.35% | |
| Dbknwl Gdgsh Dwl Qjsmgb Pvmtyvhzjh | GWSNV | Large Growth | 33.64% | 4.00% | 13.84% | |
| Qdvbrw Gwbxg Lxc Cvlfyx Hwkmzp | BJMT | Large Growth | 33.50% | 3.93% | 13.75% | |
| Lhycdq Jgxjj Qyb Scgwqj Hrwnmf | WYWK | Large Growth | 33.33% | 3.81% | 13.62% | |
| Qxvhff W&T 586 Pfwcw CPGX | DSSFR | Large Blend | 10.22% | 3.48% | — | |
| Ypgbpj Gytkrz Vmxqsw TbDlkx Fh D | SLNRRW | Large Blend | 22.40% | 5.80% | 12.93% |
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.