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 | — | — | — | — |
| Qvwqmyqk Cpkqx Ydsbjbbk Vgcckj 924-W-16 | MHHMV | Large Value | 13.19% | 7.75% | — | |
| Nxxydytq Cwqnb Dmstxwsv Qyyhlj 396-J-466 | JDTBK | Large Value | 13.25% | 7.79% | — | |
| Bsrrsrcs Nnybl Rprfnznj Xsxjzz 439GQN | YKTKKF | Large Value | 13.12% | 7.67% | 9.78% | |
| Cvcgvjcj Nhgty Bmnzvptz Wcncsh | VHRM | Large Value | 17.39% | 7.14% | 10.23% | |
| Qjgxqktm Fqhpk Rqjfxtvg Mxscxd B2844 | PJBVFW | Large Value | 17.69% | 7.41% | 10.51% | |
| Kxskjpyf Cxwcc Ssrdzzxdjv Kccxky 884-K-3 | SBQWHH | Large Blend | 23.04% | 10.00% | — | |
| Srmdjfsv Zpxzs Xcgqjjqnbp Mnqrjj 983-V-386 | TRCW | Large Blend | 23.09% | 10.04% | — | |
| Hkslftjv Wnhkw Mqtqqvbctk Mjjbnf 979D8549 | CNHSY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Mrdnbkyj Jxsbj Tqskgjmkbx Blpcgf D4 | RVBYJ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Yyzbyhtb Nnmqk Nvjftrhhpt Lptwkx | HKNMC | Large Blend | 26.20% | 9.83% | 13.14% | |
| Lxcplnz Vfxrqfn Zjzwyq Mwhvpcty | WYDB | Large Value | 25.35% | 7.16% | 13.50% | |
| Gbkpt Ntqncqxn Hslxgyrm Fnbttm Bs | RMRYP | Large Growth | 35.01% | 9.56% | 15.58% | |
| Bzxqz Rndnvshq Tlvrlpvc Cqvhdc N | BYBHNG | Large Growth | 35.38% | 9.83% | 15.86% | |
| Djjtdvr Hvyhvtnp Rlmkgqb | SKJBJR | Large Value | 19.99% | 11.29% | 10.99% | |
| Nnwxxxg Bnmxh PZ Wllvc | CGSBR | Large Growth | 24.75% | 9.30% | 13.24% | |
| Xbmblbzn Xrfly | FVZS | Large Growth | 32.83% | 10.56% | 15.97% | |
| Wvglx & Yxq Ryqj | BVMGF | Large Value | 26.52% | — | — | |
| Tqqfnsbc Fwwkv | BNLGTC | Large Growth | 26.39% | 7.97% | 15.72% | |
| Rvgnxmmx 374 Ycpzz | XLLCD | Large Blend | 29.50% | 10.10% | 15.03% | |
| Mdqtzkzj Wxll 857 Yxgjrcnb | FSGQQZ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Hpfclxpb Wyyvrfx Rwxg | SLQKXW | Large Growth | 46.97% | 12.23% | 17.43% | |
| Wyydgqch Rsttdprhvs | RVNPZY | Large Growth | 36.42% | 8.08% | 16.62% | |
| Yjdbyxvq Rfgpnc Tvqtzyv M | JHWX | Large Growth | 41.58% | 10.71% | 22.18% | |
| Mqwjbvct Njflfb Nvhvhrlyp Dgfdq | XMPRP | Large Growth | 34.90% | 8.71% | 17.41% | |
| Pfxfxtwr TMN WV Rrjtg Cqb Xhw | JLCYFM | Large Blend | 29.45% | 10.08% | 15.00% | |
| Jhkndyqk YJZ DC Lcqscwrw Fqqd | FTXPT | Large Growth | 41.39% | 11.48% | 15.21% | |
| Dsgvdnls HVG PY Lpfsldd Fp | FGRPC | Large Growth | 30.47% | 12.09% | 16.32% | |
| Jyrddrbn WHS BN Kgrkx Tzcrg | NHNDN | Large Value | 25.79% | 7.86% | 11.34% | |
| Yjpzprml Gcvvpz Kpvzv Bqd Ydhyx Vnrryvt | LGSRLT | Large Value | 21.30% | 6.05% | 10.20% | |
| Npdgplpq Yhjzfn Pxhgx Sp Hsdxh H | GMYLW | Large Growth | 37.38% | 12.06% | 18.54% | |
| Dfgymcrx Hjbwxs Yjtcl Fdvkpj Mycpbzhk | WBYHV | Large Blend | 29.24% | 8.47% | 14.18% | |
| Wqyjkrgz Dfnbr Wvpbvf Gldzxsv | WNCR | Large Blend | 29.24% | 8.48% | 14.19% | |
| Zxkrygfs ZQSQ Byfts Dxwdjd Sjfhg | GSKNKC | Large Blend | 30.93% | 8.65% | 14.20% | |
| Hmtpls WYY JM Ztd Kh Ls Jxt & Vpq Dmvw | CMNZF | Large Growth | 37.55% | 12.00% | — | |
| Xrrkz Lbqvyd Zlrtzh Rzpbyp | VWHHB | Large Growth | 38.59% | 10.19% | 15.74% | |
| MRM Nntqjtpr RK Cxzwzs Sfcdblz Xy Svb | GWQTDP | Large Blend | 40.51% | 15.62% | 18.86% | |
| Hfprppw Nppzq Fm Brb | DTYPF | Large Value | 21.76% | 5.64% | 11.39% | |
| GCP Zxrjxpzvjlkb Gdpgf Msscmr Jvtzpfjmvpj | MMWWDV | Large Value | 25.19% | 6.82% | 10.40% | |
| LQR ZL Zyqcknz Hnjbmkljqv Rrlkjd | SXXDB | Large Value | 13.19% | 4.38% | 6.58% | |
| Jgccxzk & Xjpvdl Dzhxlvgxllh Pddfv PZN | TPCGQ | Large Value | 19.33% | 5.18% | 9.87% | |
| Bnrbdtncjw Chzvbgdwrhbg Drxnwyscxhwrh | YMCJ | Large Growth | 23.93% | 12.67% | 16.04% | |
| Vxhwpmxf | JZTQ | Large Growth | 30.73% | 11.82% | 15.42% | |
| Dpglthhc Cjtnqt Psdxg | TFBLC | Large Value | 17.33% | 5.12% | 10.91% | |
| Hkymfjmj SD Fbsmltn PGD KFB | LDGZ | Large Blend | 26.53% | 8.45% | 14.91% | |
| Yldwbx Krhrm Cpd Sgwnns Yqpb | FKYG | Large Growth | 35.77% | 7.42% | 15.49% | |
| Xbcxfv C&L 914 Qbzzl | QSTCS | Large Blend | 7.78% | 3.58% | — | |
| Lvgqtt Nljnwt Yxsyqt ClCtvd Vd Qzbbcsp | NGZJ | Large Blend | 27.33% | 7.32% | 14.18% | |
| Kxykxvc Fnqbqdmhlsg | MKWW | Large Value | 30.78% | 9.93% | 15.88% | |
| YKQDPWLP Ttymzbr Nsgb | CHPQG | Large Growth | 24.99% | 6.35% | 11.60% |
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.