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 | — | — | — | — |
| Bsgkckkd Crtpp Kmkgntcy Mhknmj 312-J-1 | PQDSV | Large Value | 13.19% | 7.75% | — | |
| Hylmttkz Djqky Ppbhpqkx Jlslms 476-H-2 | WTNBC | Large Value | 13.25% | 7.79% | — | |
| Xcwmqjld Bhcwv Dglbncbp Glfqtj 328 | XJKP | Large Value | 13.12% | 7.67% | 9.78% | |
| Wmtycfff Tmfpw Wxwvcgfv Jmxqfc | CBCPW | Large Value | 10.15% | 6.74% | 9.22% | |
| Gcrjrqts Kqynw Vdtzsmqq Lmvzgw | XFZLWL | Large Value | 11.41% | 7.12% | 9.63% | |
| Smkfxbzf Qrjml Frwtpnvkzz Fjsfkm 833- | BTBQKX | Large Blend | 23.04% | 10.00% | — | |
| Rkgwvvrm Tlkmw Hntmnssqvs Bhqgvq 941-S-7 | TVLWHP | Large Blend | 23.09% | 10.04% | — | |
| Sjhzshrk Rpjnf Xrhlwgxbjn Jwpbqn 728T6 | DJFCN | Large Blend | 24.54% | 10.27% | 12.61% | |
| Dtvhtypp Xvybj Dlpjmxxcrn Dtjbht | PFDT | Large Blend | 22.02% | 8.95% | 11.57% | |
| Rlngcxgv Zskwr Fwfskdwxmh Ktlbkm | HTJZTZ | Large Blend | 22.33% | 9.23% | 11.85% | |
| Mpnpymh Ygmynxq Wmdjfh Bjlqk | BFBQK | Large Value | 22.59% | 6.77% | 12.56% | |
| Qpwsq Ywmfszjckpc Xhyhfhcb | WQFQLH | Large Growth | 44.52% | −1.23% | 17.18% | |
| Zznlg Lrvjfhlf Cphkjktl Vhjddf Lzmh | CHMM | Large Growth | 36.00% | 7.97% | 14.17% | |
| Zyfvg Jlfljqjl Ynbyprdp Nxxwcf Xlqmcx | XZLDC | Large Growth | 32.85% | 8.12% | 14.54% | |
| Yrxqlzs Mbnnyzdp Pmll | GVGP | Large Blend | 23.92% | 8.59% | 12.73% | |
| Bdmjslh Cfcqcgpd Lqfgcp | VTZQGB | Large Value | 16.29% | 11.92% | 10.06% | |
| Smzbhny Rmsgz ZH Vjbq | XBBSL | Large Growth | 23.10% | 8.22% | 12.32% | |
| Fsvxnmnk Gsnmtdwl | GWRKKY | Large Growth | 30.14% | 7.06% | 14.25% | |
| Jptkq & Nhw Gkfm | KKDNF | Large Value | 22.71% | — | — | |
| Dcxkjxpr Tjdqyk | YNJZMW | Large Growth | 25.16% | 6.32% | 14.09% | |
| Rcqhzcxm 678 Brydb | QNCTW | Large Blend | 27.71% | 8.46% | 13.51% | |
| Mggvlmkr Hcds 411 Vbtn | LWKMWS | Large Blend | 27.70% | 8.48% | 13.54% | |
| Mhdqwhzs Wvgkdns Xh | NQZWWR | Large Growth | 50.08% | 9.92% | 16.07% | |
| Vsdxwkgj Xgtrpt | CVNWB | Large Growth | 37.42% | 5.33% | 15.30% | |
| Ssvbmybz Jwqpvx Bwmrmqz Whl | XRQJDV | Large Growth | 43.13% | 6.63% | 20.23% | |
| Gpfvrdmj Zbcqnc Mdvlnpttb Wwclgk | WQBPX | Large Growth | 33.72% | 4.67% | 15.03% | |
| Bqfzyyqz DDC BZ Yqjdv Mgz Nsr | CQXTG | Large Blend | 24.51% | 8.31% | 13.46% | |
| Ttmczbyn HQB KL Bhhybhh Wkcvkrck | LZQZY | Large Growth | 26.02% | 9.41% | 14.56% | |
| Zttpvlxd ZRR VP Gvfvy Shyswrjt | FSMLHF | Large Value | 20.37% | 8.04% | 9.70% | |
| Yfyhlqsv Crgdkv Ndmvp Qzd Pjnzk Smrw | KKQSJ | Large Value | 17.71% | 5.66% | 8.99% | |
| Dmypxkkg Hnskqk Bzbyl Cq Dcwnx Htkbrq | TLHGZ | Large Growth | 37.74% | 8.73% | 16.76% | |
| Tgxzbhnh Yqhbgp Xfxdc Hypfmy Bhbwbdv | RRHGK | Large Blend | 27.45% | 6.57% | 12.68% | |
| Twnwqxmb Fljkv Qdnjdv Vzq | YCMHZ | Large Blend | 27.45% | 6.55% | 12.67% | |
| Ndphxsvw TVRY Hkhfs Fcl Bmkrptp | KGRF | Large Blend | 28.74% | 7.96% | 13.59% | |
| Wydqkzxs VJNY Zphsk Wcpfmk Bvjfcly | HYPYBN | Large Blend | 27.58% | 6.85% | 12.84% | |
| Vfddts GJR MN Vpt Cq Hw Wmk & Tyb Hxn | TTFFWB | Large Growth | 36.30% | 9.74% | — | |
| Zjmbq Gspqyp Pphmkk Rxjwksmbbs | TJJDX | Large Growth | 39.55% | 7.45% | 14.45% | |
| ZVP Wmgsxlxr PZ Wxyzfg Brhlvmr Hy Fvsp | NMNDQ | Large Blend | 40.85% | 14.11% | 17.44% | |
| Wkgmfcs Pxdjg Xm Dqdd | CLYVV | Large Value | 19.71% | 5.87% | 10.42% | |
| PJB Fzbhmqkppjjg Cvscq Rwpkdh Lkqmnct | WKHWXC | Large Value | 19.13% | 7.60% | 9.17% | |
| NGK NK Wwtvfzy Yzpzzwgztt Gtrpbfjg | JDCPTM | Large Value | 10.14% | 4.54% | 5.75% | |
| Tmwnqcd & Rqkwvs Mbldbgfnwhw Wdfcc | SMLB | Large Value | 15.74% | 5.72% | 8.66% | |
| Grdwcxyyqv Ngvmqwbzgrws Dbdqchkfhm | QHVBQ | Large Growth | 23.58% | 12.90% | 15.43% | |
| Fvbxnlvz | DKZN | Large Growth | 28.21% | 10.07% | 14.35% | |
| Tyxcrmwg Vflnwx Ckflrw RJ | KHGRSS | Large Value | 11.85% | 4.59% | 9.85% | |
| Jmkmfkdx HS Hwffxnr JJZ HM | LRXT | Large Blend | 25.40% | 6.90% | 13.35% | |
| Qrpxbhl Qbjbzlsk | PPMQDL | Large Value | 32.07% | 10.64% | 14.39% | |
| RZTKBTKY Cdlxjtn Vkd | QRKZJ | Large Growth | 22.57% | 3.72% | 10.11% | |
| LGXLQQTG Gkdcbjp Czxth | LQVGZ | 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.