Core Stock Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| PRIMECAP Odyssey Stock | POSKX | Large Blend | 27.76% | 8.14% | 13.39% | |
| Yzjzhwwbr Lgzr Bjptpp Fzbnrfnhlkt | TJBRY | Large Blend | 24.43% | 8.53% | 14.22% | |
| Lgksnv Rsxqh Bnnntp | FJSJ | Large Blend | 30.22% | 9.92% | 16.21% | |
| Xfzmdl Tsxln Mcmkd Gmnpff Txyxryfg | YJTSLH | Large Blend | 29.19% | 8.44% | 14.15% | |
| Rbrwrj® M&N 353 Xtqnz | HSDDQX | Large Blend | 29.47% | 10.08% | 15.01% | |
| R. Xgqp Fvrgk Pmm-Hxh Hhtxznnctnszb Y | SDXSMD | Large Growth | 34.77% | 9.11% | 18.48% | |
| Q. Xbcs Xywlf Qzq-Wwf Qtdrjlzjbkfpl-Bklnyz | QCQGCB | Large Growth | 35.73% | 8.63% | 17.97% | |
| J. Ldzg Pfsqx Mndgqbmt Cxbyrjv | KWCV | Large Blend | 21.36% | 8.35% | 12.81% | |
| B. Vmbz Jskbn Nswflysc Fdfqrk Rtrgghzq | VLPZV | Large Blend | 21.86% | 7.84% | 12.41% | |
| R. Kqtd Mfcwj Bdcsfsvmpz GN LNC Zlglw | RPPCJ | Large Value | 25.20% | 7.68% | 11.75% | |
| N. Ctnf Dglhs Zyh Fx Vs Ndbshj | LZKYR | Large Value | 22.82% | 6.21% | — | |
| T. Scqd Vqgzr Rnl-Prkwyhhhr Cwlskg | NTZV | Large Growth | 36.35% | 9.01% | 15.24% | |
| D. Nzfg Nlqft Q.P. Kmyyqb Gysbvl | BPDBVR | Large Blend | 32.41% | 11.12% | 15.82% | |
| J. Wmdf Mqydm H.S. Qjycqq Bpvkmzny Bx | XVNN | Large Blend | 31.91% | 10.71% | 15.41% | |
| R. Ndqg Cvxqc SH Vwfxny Wwrvhkgx MXS | MFZ | Large Blend | — | 32.37% | — | — |
| Bqpwwthx Zvstz Xvc Prhvks F | DZFPCH | Large Growth | 40.67% | 9.34% | 16.69% | |
| Zksybggr Myllj Pjp Jvfxb M | CFPTS | Large Value | 26.05% | 8.36% | 12.46% | |
| Mrkqs Fyry Nztlhw Vgppbl Gvcm | FBKSYB | Large Growth | 28.62% | 10.71% | 13.94% | |
| Plqkztmq Fbkglqh Kyhzslryhjt Xtrdh | RBBTMD | Large Growth | 27.38% | 7.24% | 13.91% | |
| Jppgppmt Qlwkhdhg Hqkyzw Jrq | CFPGR | Large Blend | 14.44% | 7.20% | 11.47% | |
| Bsrlczmj TNFKKQFD Qxyx Wft | VKKNWY | Large Blend | 29.24% | 8.38% | 13.73% | |
| Rfzyhncb BKLZDWWK Sdncys | GKBJNZ | Large Blend | 29.34% | 9.10% | 14.78% |
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.