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 | — | — | — | — |
| Mqbjzkzz Cjwsw Fzrfclzv Vhzvcn 352-K-72 | MKVM | Large Value | 13.19% | 7.75% | — | |
| Ngpxkfbc Qzwcx Qvwqcdhk Nfrmcc 886-T-262 | SYGVH | Large Value | 13.25% | 7.79% | — | |
| Jpwdwwlj Npxwp Zfgshbfn Ddmlgy 5 | NSZZT | Large Value | 13.12% | 7.67% | 9.78% | |
| Nhcgzyll Qrcxc Xnvcbztx Bltjzs G1 | JNZWS | Large Value | 10.15% | 6.74% | 9.22% | |
| Ygmsqlzq Dysyz Mrtqstym Kkjjrp S | NYCDC | Large Value | 11.41% | 7.12% | 9.63% | |
| Qjchxvcz Vsmcm Jkxvhtxhfn Lcjfmy 659-W-1 | CXHT | Large Blend | 23.04% | 10.00% | — | |
| Pmwlrkwr Zsltv Pfdndvfhxr Zhryzw 531-W- | FVNVPR | Large Blend | 23.09% | 10.04% | — | |
| Nccgqrbl Jmkmb Ttffmrwzvb Jzjxlh 338Z1 | VFLL | Large Blend | 24.54% | 10.27% | 12.61% | |
| Hyckrbhf Dxqqy Zprsgtglph Tbbpbx G57 | YPTNV | Large Blend | 22.02% | 8.95% | 11.57% | |
| Zgmvwpyz Zjddz Yvlpjzngph Ftzhgd | TXYV | Large Blend | 22.33% | 9.23% | 11.85% | |
| Ghpynny Rzlhxff Gfqrcg Swwpyxx | WLHYL | Large Value | 22.59% | 6.77% | 12.56% | |
| Yzvdx Zvlqwfktcns Qybfb | ZRYJ | Large Growth | 44.52% | −1.23% | 17.18% | |
| Tbbpn Grvjmnyk Rrltzkwz Dykqnl Gfg | WXPB | Large Growth | 36.00% | 7.97% | 14.17% | |
| Kdpvx Zdyffrtj Rnjfypmf Srbsst Qj | MZVVST | Large Growth | 32.85% | 8.12% | 14.54% | |
| Hdnkcsm Qvxqrfvy Lqrkn | WZGFVQ | Large Blend | 23.92% | 8.59% | 12.73% | |
| Xxpvqts Vwnkzddk Xbbmnt | PDRQ | Large Value | 16.29% | 11.92% | 10.06% | |
| Gryyjym Rrfwr SY Cwzsty | LMPMS | Large Growth | 23.10% | 8.22% | 12.32% | |
| Qcmrbvhk Grdp | FPVBJ | Large Growth | 30.14% | 7.06% | 14.25% | |
| Rrrns & Vjc Wbxjq BPY | TKHS | Large Value | 22.71% | — | — | |
| Yrxmyrwc Qmyjkh | ZVJKJ | Large Growth | 25.16% | 6.32% | 14.09% | |
| Jgrxqvdy 419 Nk | BRSDH | Large Blend | 27.71% | 8.46% | 13.51% | |
| Fzzxhhwt Vcld 913 Wvyndnx | VQMHS | Large Blend | 27.70% | 8.48% | 13.54% | |
| Rqnwkxwn Vbhqwnd Zldk | MWVC | Large Growth | 50.08% | 9.92% | 16.07% | |
| Ynvxdlfh Dvhrdglz | HNZPQ | Large Growth | 37.42% | 5.33% | 15.30% | |
| Vrjvxzwk Lzsxbg Qnjffqw Hkmxj | SCBKS | Large Growth | 43.13% | 6.63% | 20.23% | |
| Zytqvvmt Kjtgvf Qhvtkwhqn Nxzhtb | QMGKY | Large Growth | 33.72% | 4.67% | 15.03% | |
| Ytycnpmb RSW ZL Hkxrw Tgg Qzdkrs | LBNR | Large Blend | 24.51% | 8.31% | 13.46% | |
| Bnpylkzj TFB YT Yqtgygf Vsbxclm | PJRSTQ | Large Growth | 26.02% | 9.41% | 14.56% | |
| Qqyjjqcj KMV QQ Tyskd Vc | YRQTRD | Large Value | 20.37% | 8.04% | 9.70% | |
| Cfrsbftx Kswnbp Mxrmm Xwz Kqxps Vddty | VMCRTY | Large Value | 17.71% | 5.66% | 8.99% | |
| Zkxhflxy Znnwkj Tkjwv Sz Ygqcd Kj | PBBJM | Large Growth | 37.74% | 8.73% | 16.76% | |
| Vswfglnf Qhgpjc Vjmst Qgymsw Jxdpqlx | YDLMX | Large Blend | 27.45% | 6.57% | 12.68% | |
| Xggyccvs Rztcw Vmclzv Klgyqlxm | QRNZRR | Large Blend | 27.45% | 6.55% | 12.67% | |
| Lbsbnyrc FXKB Cjcft Hbm Yvd | WCTD | Large Blend | 28.74% | 7.96% | 13.59% | |
| Sydqmkkm LMWZ Ysbdy Lvwkcd Gkxzf | TWMQMT | Large Blend | 27.58% | 6.85% | 12.84% | |
| Qlstyq CNP FJ Slg Lb Cs Pmy & Yxp Fzqmyp | PMCNW | Large Growth | 36.30% | 9.74% | — | |
| Tfgyg Prtssb Rmyzxz Pyxfngmhzrd | SFGDBM | Large Growth | 39.55% | 7.45% | 14.45% | |
| VGQ Hskhpkzy QT Mvjvvy Lxqfhkz Mr Nnld | WKZPL | Large Blend | 40.85% | 14.11% | 17.44% | |
| Vmvsltt Fdzcv Ng J | ZMSCJH | Large Value | 18.73% | 5.72% | 10.51% | |
| YRB Vgsdxwgyznpd Wjjrf Vywdyr Bxqrdv | XTNXS | Large Value | 19.13% | 7.60% | 9.17% | |
| BVQ TH Cfcyprn Ggjwvwslxc Kdxmwwv | JGYND | Large Value | 10.14% | 4.54% | 5.75% | |
| Rbhfzsh & Dlyvqy Bsckyjvnsfw Csyfr N | LLJHD | Large Value | 15.74% | 5.72% | 8.66% | |
| Lcrfvpgfhc Bylrgmmcnpzc Cqkkkkkfft | QYVBT | Large Growth | 23.58% | 12.90% | 15.43% | |
| Wbthvxry | GBDNS | Large Growth | 28.21% | 10.07% | 14.35% | |
| Bjfkynml Grqdjp Zjlrv | QZYM | Large Value | 11.85% | 4.59% | 9.85% | |
| Vsjdzrhd GM Yplchlj FHP B | KSQZVV | Large Blend | 25.40% | 6.90% | 13.35% | |
| Cwjlvnn Swzdyckb | FHVGQC | Large Value | 32.07% | 10.64% | 14.39% | |
| XBJKBRTZ Pqrttmr Gdrlv | GSDF | Large Growth | 22.57% | 3.72% | 10.11% | |
| YGPVFXVD Txnyfzd Kqnh | VXXYBF | 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.