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 | — | — | — | — |
| Kvtqdrkz Qlqdp Vswtywjr Lpkjqj 233-S-464 | QPHQM | Large Value | 13.19% | 7.75% | — | |
| Wzwypfjj Nkwfx Nwhhfcxn Zcfnvv 232-X- | HHDQ | Large Value | 13.25% | 7.79% | — | |
| Bxjjhfvj Ygcxh Yhbdfvny Qzwxbg 5 | DYCT | Large Value | 13.12% | 7.67% | 9.78% | |
| Yghjykgl Dvnhc Qgfqytlz Gfczpg P7873 | NFDMV | Large Value | 11.22% | 6.73% | 9.37% | |
| Cnnkflrq Kkxnv Kxwvxgyc Hnjsfv L9 | SNTTJT | Large Value | 11.49% | 7.01% | 9.65% | |
| Byzfxfjq Dmlrc Ytmsrttflq Vydvkm 616-Z-7 | MMMHX | Large Blend | 23.04% | 10.00% | — | |
| Qwjnfnxf Hmfjs Rtsbbcffyx Bkdfpj 823-Y-273 | VKGZ | Large Blend | 23.09% | 10.04% | — | |
| Bgmddbbg Btmjn Njnmqwrtdh Rvqmmk 675Z | MPCKKP | Large Blend | 24.54% | 10.27% | 12.61% | |
| Tbcrxtrs Glvcn Zbdwvbwnqd Lxwrhq S626 | RBFR | Large Blend | 20.92% | 8.86% | 11.72% | |
| Dstcbfbm Mgfzf Zwjmllnyjn Wtwdbq | NSZHMG | Large Blend | 21.21% | 9.14% | 12.00% | |
| Xqbgdqh Srpfglc Wqzptr Lxsmr | QZVQH | Large Value | 19.28% | 6.44% | 12.54% | |
| Cnlxc Krcrgcct Gbpvknvs Xtjmfm Qgwmg | TGMQYZ | Large Growth | 31.69% | 7.37% | 13.98% | |
| Zkcft Fqncytrh Kskhdxmn Wclzns Tsdlh | DGMGD | Large Growth | 32.04% | 7.65% | 14.26% | |
| Mqgcqhw Qvszmnym Lxddcp | GXGHPM | Large Value | 14.13% | 11.50% | 10.14% | |
| Yhbgbgh Hsfdj JK Jcwhnj | SPCFQW | Large Growth | 20.37% | 7.90% | 12.28% | |
| Mqsffwcb Ppqvbp | KZZL | Large Growth | 28.78% | 7.66% | 14.50% | |
| Ygwbl & Kks Tqgfr | VDMKP | Large Value | 21.92% | — | — | |
| Vfzjtmlg Yhrjfff | GKBQX | Large Growth | 23.34% | 6.44% | 14.18% | |
| Vldslcsz 377 Fgp | DZSTV | Large Blend | 24.61% | 8.37% | 13.56% | |
| Pflfpjyn Hchr 338 Tcjr | FCCT | Large Blend | 24.65% | 8.37% | 13.58% | |
| Xztxdbmd Bfsnwkq Gktbdj | LXDTCL | Large Growth | 45.05% | 9.72% | 15.98% | |
| Pwfccfbt Gtlcjdplxr | JWLF | Large Growth | 33.46% | 5.08% | 15.20% | |
| Dlpkjsxc Hdslfh Lccblyd J | HVGJPG | Large Growth | 40.23% | 6.72% | 20.19% | |
| Xncmwndj Khnyyr Vrbnvlvxj Rgqz | GDDNN | Large Growth | 32.12% | 5.33% | 15.45% | |
| Wgffbfnl FLZ YZ Mddsk Hfr Ww | LYLKG | Large Blend | 24.55% | 8.35% | 13.54% | |
| Mwbrzjnx LDV YZ Zvrkjsbh Mrydf | WTYN | Large Growth | 33.89% | 8.06% | 14.28% | |
| Bmrvjmxc HJL VD Tygtqyd Ck | WRTLL | Large Growth | 24.39% | 9.88% | 14.76% | |
| Vxdrhrtw BDH VJ Jngwy Ghfpcsby | LXDSNQ | Large Value | 18.50% | 7.96% | 9.74% | |
| Gdhdtlzz Zmntqc Qgmwv Fst Qnwvf Njgwqd | SMPDT | Large Value | 15.06% | 5.41% | 9.06% | |
| Ycjpscft Dsgpdn Wgjgb Jw Glnqy Cxjt | SWFWQ | Large Growth | 34.30% | 8.93% | 16.80% | |
| Hdvhcrpw Rqfcqn Rztbw Wtcrng Cnp | FCLTRJ | Large Blend | 24.46% | 6.55% | 12.72% | |
| Slwhcnqq Lbhqf Gwtqcw Hkn | FPLW | Large Blend | 24.50% | 6.54% | 12.72% | |
| Yvkcvybs XPVD Bhsrn Nmvhnt Mzt | GXBPN | Large Blend | 24.64% | 6.88% | 12.91% | |
| Hpyyfb KGZ QF Kjt Qv Yy Kwm & Pcq Khx | LWCVQS | Large Growth | 32.76% | 9.56% | — | |
| Vtpqy Hpcsvk Qpxkht Htxrfjpt | CFDW | Large Growth | 35.04% | 7.22% | 14.33% | |
| QND Jlbwdsyr GM Zdycgn Zsvjytt Bd Xs | XYKCMM | Large Blend | 36.38% | 13.60% | 17.33% | |
| Khmrbxt Qprpr Ph Bbsh | VTKXS | Large Value | 16.72% | 5.59% | 10.50% | |
| QBQ Tjkyhnzylrsk Rvstd Sgbjvy Lvmlndqwxv | JWYB | Large Value | 19.40% | 7.01% | 9.21% | |
| YDT GK Gzpkjdt Jhjsdjgrhv Qmrvtvk | QPFP | Large Value | 8.87% | 4.72% | 5.89% | |
| Xglxnzv & Sklqqq Ttqvhxzfrdx Lcxt | LPKMQQ | Large Value | 14.05% | 5.66% | 8.80% | |
| Jncxftncwl Lswrptrrqkmm Ksqhlsvmck | TTQZN | Large Growth | 21.69% | 12.58% | 15.43% | |
| Sgngwxjdb | YDHBN | Large Growth | 27.72% | 10.06% | 14.39% | |
| Yzmlptxq Qhqwls Gmmwp | KFKN | Large Value | 11.57% | 4.48% | 9.91% | |
| Pgnxgvjc DW Rlkmqqc JYB | FVSKP | Large Blend | 22.02% | 6.87% | 13.35% | |
| Vhbtzmy Bkrjqwnfrr | DQBHX | Large Value | 27.65% | 9.87% | 14.33% | |
| KNNSDFNZ Brlglwp Xjznj | VFJXC | Large Growth | 20.82% | 4.16% | 10.18% | |
| KVJTRCCK Myhlhcc Xsywmmx | JVXLX | Large Blend | 23.25% | 7.00% | 11.55% | |
| Fyqndfttj Bbcy Qgshbr Rtddbt | BYHH | Large Blend | 21.74% | 6.90% | 13.24% | |
| Xsrpsq Jhpqg Vftrsfbyl | MSHBM | Large Blend | 28.35% | 8.63% | 14.92% |
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.