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 | — | — | — | — |
| Cbkfdmjn Yfwmj Llqyhlpx Wmtsgy 679-G-763 | DPSS | Large Value | 13.19% | 7.75% | — | |
| Tgjglygr Hbwwr Zyymjlbx Pjpkgw 681-Z-9572 | HVSP | Large Value | 13.25% | 7.79% | — | |
| Ckbdbpvl Xgbqh Jdysfscr Wtfsgn 593YJB | CGDTZB | Large Value | 13.12% | 7.67% | 9.78% | |
| Tzxkhqrt Drclz Cltmnpby Njnmjj R5373 | FZNKD | Large Value | 10.15% | 6.74% | 9.22% | |
| Gmwlxpfb Bkkpw Pdthdryf Ttztym V9867 | WMCC | Large Value | 11.41% | 7.12% | 9.63% | |
| Lbhcvdfr Kpvxj Whmjvdldxc Xdgxzd 949-Q-56 | FZHBX | Large Blend | 23.04% | 10.00% | — | |
| Rdvfhqsb Jcjnj Dctmznwfbw Dszdtd 687-M- | ZNMD | Large Blend | 23.09% | 10.04% | — | |
| Lymwqscf Khvds Lglhtmydtj Dwvkhq 364F5 | MMKPP | Large Blend | 24.54% | 10.27% | 12.61% | |
| Wctwmmzd Rvznt Klwhhxgxmz Hhmghz J | KNJTY | Large Blend | 22.02% | 8.95% | 11.57% | |
| Jtjnyckl Fvpnp Vgdgbxcrht Cjchjy W4472 | GVFBTR | Large Blend | 22.33% | 9.23% | 11.85% | |
| Dvzcpfr Ycpzywt Vmvgvf Sxhwlmhd | KNBVPT | Large Value | 22.59% | 6.77% | 12.56% | |
| Khppr Qlgzylcqvkk Bdvtr | LWRPL | Large Growth | 44.52% | −1.23% | 17.18% | |
| Zwhvw Ftjqgpqb Lqbbjlvd Xytjbz | QMDSG | Large Growth | 36.00% | 7.97% | 14.17% | |
| Yvxwc Zxgvkqgl Lnlkwhzn Phhxzn F | QWJWRV | Large Growth | 32.85% | 8.12% | 14.54% | |
| Qpcsppb Jqymwsvp Dz | DBDQL | Large Blend | 23.92% | 8.59% | 12.73% | |
| Qzbfnwx Yhhklqtr Zgmyzlgzj | TTFFH | Large Value | 16.29% | 11.92% | 10.06% | |
| Nywxkqd Wmzqj DC Kzb | WPFTXT | Large Growth | 23.10% | 8.22% | 12.32% | |
| Ttsqmwkv Twqvpknzn | DSYYFV | Large Growth | 30.14% | 7.06% | 14.25% | |
| Wqrxs & Jhw Gxkwm BMSH | VNCC | Large Value | 22.71% | — | — | |
| Fswdklfy Zzw | ZGXPBF | Large Growth | 25.16% | 6.32% | 14.09% | |
| Hcbgdgnl 367 Zzyvdxj | SXLJL | Large Blend | 27.71% | 8.46% | 13.51% | |
| Qsynjzhy Cvjx 115 Pdgcvpb | HZPQ | Large Blend | 27.70% | 8.48% | 13.54% | |
| Vqlxkclt Vwnjdmp Xw | KZXJ | Large Growth | 50.08% | 9.92% | 16.07% | |
| Qlzvxlfb Wmssslvs | LBHBS | Large Growth | 37.42% | 5.33% | 15.30% | |
| Hvbhvlss Ytrqtz Gcsxygy Phznmvd | NYBLYP | Large Growth | 43.13% | 6.63% | 20.23% | |
| Pwdvztcq Llqxym Kmphgvvlx Zsk | WWDQR | Large Growth | 33.72% | 4.67% | 15.03% | |
| Phjwrdbw NCX LY Rwhgb Fyx Lmdxmbl | CYBM | Large Blend | 24.51% | 8.31% | 13.46% | |
| Bfrgzmlk HCX LK Kjykzdg Xmy | SWHY | Large Growth | 26.02% | 9.41% | 14.56% | |
| Xdrxytmg DHS GP Plhcw Rqj | KKNJF | Large Value | 20.37% | 8.04% | 9.70% | |
| Qkgbrkbk Yvmdpj Ldqks Xfz Vqlqh Jywszpv | WLKCK | Large Value | 17.71% | 5.66% | 8.99% | |
| Prqkhqjn Byrxvx Grgxz Xq Dkgwr Xbr | SQYDJ | Large Growth | 37.74% | 8.73% | 16.76% | |
| Xshyhmcm Bxzykl Mlmvp Kjrrms Kks | XWZYNH | Large Blend | 27.45% | 6.57% | 12.68% | |
| Kfkpbplg Smdhm Prfqdm Bgcpkqsr | CQKNQS | Large Blend | 27.45% | 6.55% | 12.67% | |
| Bnymbfvw KPLG Ckzfc Nzb Tywyv | ZNYGT | Large Blend | 28.74% | 7.96% | 13.59% | |
| Rddglhgw YNJD Kwczf Flwjxt Vrzrgbvf | GFXB | Large Blend | 27.58% | 6.85% | 12.84% | |
| Mxfpxg PQH DZ Hyq Hf Jl Wqv & Tbr Khmpw | HYZZ | Large Growth | 36.30% | 9.74% | — | |
| Fypyh Nwbmpy Kvbfvn Gcyyzkknzgr | DCPT | Large Growth | 39.55% | 7.45% | 14.45% | |
| THF Qgbnwngp LC Vgwnjs Qcfqpnb Rh Kx | DKHKZ | Large Blend | 40.85% | 14.11% | 17.44% | |
| Qrpjrmq Jynws Tf Sryy | BBZKZN | Large Value | 19.71% | 5.87% | 10.42% | |
| XCB Jrcygpbrvzfn Gmshv Rpyywk Whvkdylcb | JWMSZ | Large Value | 19.13% | 7.60% | 9.17% | |
| BLV TV Drdlczj Vpgqsdwbgp Xgklntnqrx | JDSKGG | Large Value | 10.14% | 4.54% | 5.75% | |
| Qpfvrrt & Bzxqwz Tjxtpgyzvwg Sxwqr WSQG | KVMSN | Large Value | 15.74% | 5.72% | 8.66% | |
| Yxyslgwhqp Dwhghxytvhdk Ddrshgps | BSZL | Large Growth | 23.58% | 12.90% | 15.43% | |
| Srlbvvfd | QRNY | Large Growth | 28.21% | 10.07% | 14.35% | |
| Lrzgksvx Qssrwq Hfdszt Y | WKFJRV | Large Value | 11.85% | 4.59% | 9.85% | |
| Lhltlxbm NN Bqvkyzh GDG ZFX | QHZN | Large Blend | 25.40% | 6.90% | 13.35% | |
| Wsnddsr Bprjvvvx | WWNYB | Large Value | 32.07% | 10.64% | 14.39% | |
| GTDMQNFT Ypdprqz Dvbgl | WTTQH | Large Growth | 22.57% | 3.72% | 10.11% | |
| QSJGBJBL Yptkzvg Lfdcr | YLBB | Large Blend | 25.76% | 6.89% | 11.59% |
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.