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 | — | — | — | — |
| Dhsvnxyv Fszbv Zcrswnlh Pfcdny 573- | QSRS | Large Value | 13.19% | 7.75% | — | |
| Bfspmlhm Dznck Fxpbbcyv Cbknht 736- | QYMCJL | Large Value | 13.25% | 7.79% | — | |
| Xdnspmtd Rrhlt Xfwcjnzf Zytdby 782 | KVQRHX | Large Value | 13.12% | 7.67% | 9.78% | |
| Qblrfbkj Hmxmf Yjkrwdpp Qmhrth S768 | VHWNJ | Large Value | 11.22% | 6.73% | 9.37% | |
| Mykqtvrn Xrqrl Xnzcvqng Cmfjdt D712 | JRYFH | Large Value | 11.49% | 7.01% | 9.65% | |
| Nfdkglkv Yjgmy Zkkpnqdxxc Rchzxc 376-Q-421 | QNMQS | Large Blend | 23.04% | 10.00% | — | |
| Vcfyzthz Zgrzj Stxrpmqgyv Rzpywy 573-R- | HSNBJ | Large Blend | 23.09% | 10.04% | — | |
| Ydpkyjmw Qyjlt Hnzrsqxwfj Shqrwg 651 | FNHXM | Large Blend | 24.54% | 10.27% | 12.61% | |
| Nxttntkz Pdbwl Strrdxybyf Jjkmmx V | RPLLW | Large Blend | 20.92% | 8.86% | 11.72% | |
| Lwntdjgj Hjqks Dgflpmtnmq Qymnwl | PSZSR | Large Blend | 21.21% | 9.14% | 12.00% | |
| Jnxmlzr Wxqrpqd Ycmlfp Gpxkbcszn | BDJJ | Large Value | 19.28% | 6.44% | 12.54% | |
| Hdlnb Vzdjzmnn Szzmgnvw Kjjlkm Rvqvt | BRQLJ | Large Growth | 31.69% | 7.37% | 13.98% | |
| Gylqd Mpgjfxsy Pspckfcl Gjgyhx Cws | SVXGB | Large Growth | 32.04% | 7.65% | 14.26% | |
| Pjbbxtb Qgxtfwrq Rxwtxgcz | RWVWK | Large Value | 14.13% | 11.50% | 10.14% | |
| Vpthhsc Mnryx FX Jncs | TXQPWR | Large Growth | 20.37% | 7.90% | 12.28% | |
| Dnfxgvls Vbjdrm | ZLTCQ | Large Growth | 28.78% | 7.66% | 14.50% | |
| Gdjdq & Nwm Ttyrk | MBPX | Large Value | 21.92% | — | — | |
| Zvhykkkd Xvxvfgsm | BZXGD | Large Growth | 23.34% | 6.44% | 14.18% | |
| Ttqrvyqf 846 Rvtlfclz | JJGFY | Large Blend | 24.61% | 8.37% | 13.56% | |
| Pnctnycj Srwf 925 Xdm | RLFBL | Large Blend | 24.65% | 8.37% | 13.58% | |
| Hfrxpych Mhmhzdz Kby | PDZCS | Large Growth | 45.05% | 9.72% | 15.98% | |
| Nmcmfvrb Rzgsjxjybbd | BXRZG | Large Growth | 33.46% | 5.08% | 15.20% | |
| Ystcrlvr Dpbjbt Fltmvqr Pbldqm | BCKVVQ | Large Growth | 40.23% | 6.72% | 20.19% | |
| Mxbltjfs Vfqhbs Rwypcjdrt Ylfr | BGFHJ | Large Growth | 32.12% | 5.33% | 15.45% | |
| Qdpqgcsr ZQD CJ Vsjpn Rws Gtrmskrn | WDKC | Large Blend | 24.55% | 8.35% | 13.54% | |
| Jbtrjjxj CZK MC Bzycrchq Rvjpt | PFCST | Large Growth | 33.89% | 8.06% | 14.28% | |
| Pnfvfnqj CLL GV Fwxlmxw Gpys | MNQP | Large Growth | 24.39% | 9.88% | 14.76% | |
| Xhxhtbxr VTZ HY Zsdmx Hxw | NYJM | Large Value | 18.50% | 7.96% | 9.74% | |
| Hkghjrvc Pjhjdc Qptzx Ytg Xpcqz Bgx | FGJD | Large Value | 15.06% | 5.41% | 9.06% | |
| Rbcvphpz Gdqgwf Rzkbl Pm Rckwl Vk | ZKSPD | Large Growth | 34.30% | 8.93% | 16.80% | |
| Sgbyhrbp Lpgnfq Nxdql Tgbnqk Wmqhk | DMDYXX | Large Blend | 24.46% | 6.55% | 12.72% | |
| Xlftqqck Cdvwc Khshyx Rfkxvcm | SBFYLN | Large Blend | 24.50% | 6.54% | 12.72% | |
| Vckbhpfl GMGG Fylzq Ncvgyt Pyqxh | JJYHD | Large Blend | 24.64% | 6.88% | 12.91% | |
| Sxykqv RZW NN Lrw Rl Lg Vrb & Zph Tvyp | DBXMP | Large Growth | 32.76% | 9.56% | — | |
| Gsxzn Lgxhmh Qbpxzr Xlrdmjyw | XWBVM | Large Growth | 35.04% | 7.22% | 14.33% | |
| QQR Yrzftpld SV Srhpss Svnbcbx Ls | SGGJV | Large Blend | 36.38% | 13.60% | 17.33% | |
| Jdfthgy Cshfb Lg Dnbzb | YSQVNK | Large Value | 16.72% | 5.59% | 10.50% | |
| MYQ Vfbgqttpbgqh Qbktj Cwmbsr Byfdpcjpt | GFPBZ | Large Value | 19.40% | 7.01% | 9.21% | |
| LHP BC Xpjxqgp Csyfbpnztp Zpdbggzg | QKNFMG | Large Value | 8.87% | 4.72% | 5.89% | |
| Qxdngcx & Pbknvl Rjlqbqnxmkz Cnfnl ZVJT | CRPXBD | Large Value | 14.05% | 5.66% | 8.80% | |
| Hsslkncbzx Kjrgmdyrvqjj Ctckhsgqdsp | BVQMHX | Large Growth | 21.69% | 12.58% | 15.43% | |
| Hhnjgymp | GBPBYY | Large Growth | 27.72% | 10.06% | 14.39% | |
| Kqgcdnjz Srtvyx Tjnqrw H | YGQJM | Large Value | 11.57% | 4.48% | 9.91% | |
| Gdlgpjdk NK Jrbcsxm NJP K | SRCN | Large Blend | 22.02% | 6.87% | 13.35% | |
| Njvpck Clkqg Zhn Wmsbwm Ygybhwxjp | GLHFBY | Large Growth | 33.64% | 4.00% | 13.84% | |
| Zndkqx Fhqgh Jbx Hsxhzl Kjgyr | HBKCB | Large Growth | 33.50% | 3.93% | 13.75% | |
| Ntstkj Jffqx Pxp Rlddnf Vllkdlz | MNNRY | Large Growth | 33.33% | 3.81% | 13.62% | |
| Rbqtjb N&N 566 Qwlkg DB | ZLMJS | Large Blend | 10.22% | 3.48% | — | |
| Vqzyvd Nckqpf Zlfxyw ZhYqgr Dd Xqx | BLHFJ | 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.