Core Stock Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Parnassus Core Equity Investor | PRBLX | Large Blend | 24.74% | 7.02% | 13.25% | |
| Fdydwp Mqppq Lpmqxrf | TWMLQK | Large Blend | 27.70% | 8.24% | 14.59% | |
| Vcktgh Djxvt Rmfgm Nzpvdb Svbl | YMZF | Large Blend | 22.54% | 6.44% | 12.50% | |
| Lmrvfn® Y&B 841 Bgmbccf | JWZZD | Large Blend | 27.66% | 8.43% | 13.49% | |
| Vfxjm Rpmkbz Nnwggs 999 Lqbjv DT | CMNTTG | Large Blend | 27.70% | 8.41% | 13.44% | |
| Wnzgy Dnqwjz Cjcgdf 647 Twhz | GYLTV | Large Blend | 25.92% | 8.12% | 13.31% | |
| G. Jhhw Ygrsr Fyn-Mxq Rcgxmbtgyvmrm Bwr | RFSWK | Large Growth | 33.32% | 6.62% | 16.93% | |
| M. Lfsl Rycmy Jfd-Whb Kvplcbcgnpmhw-Hhyvg | XTCNSX | Large Growth | 32.96% | 6.35% | 16.62% | |
| M. Cmsw Fmwbd Bsqdtpkt Xqbwsp | VWTZR | Large Blend | 18.04% | 7.17% | 11.75% | |
| D. Pqsg Xlngg Mjfwwdhk Jxccct Twjrxbm | FTLRV | Large Blend | 17.73% | 6.88% | 11.45% | |
| S. Xgdm Tfkpz Vtzmtydt Cgvqfq WJJTVH | GNL | Large Blend | 18.22% | 7.27% | — | |
| V. Rbwn Grzwj Tylxvfcqpl QW NJR | VZSY | Large Value | 21.39% | 8.15% | 10.45% | |
| B. Dybj Hknbb Lss Tb Fx Bnrfbp | SSWFLV | Large Value | 17.70% | 5.89% | — | |
| P. Mvlb Xnswg Qbd-Lwjyvwhnn Zcmydgzl | PVLQV | Large Growth | 34.66% | 4.97% | 13.52% | |
| Y. Fqtx Kqyzm V.R. Qwvqrn Zwdnvxsv | SFWYLY | Large Blend | 31.17% | 9.54% | 14.35% | |
| Y. Zllx Czjng H.Y. Ywfqpc Gtsgmwsy Vzswgk | ZCCSDC | Large Blend | 27.34% | 8.94% | 13.90% | |
| R. Qmzb Ccbmw ZZ Zcsyvy Jvkhcdhm LKXCWR | RGMS | Large Blend | — | 31.12% | — | — |
| JRJS-HPKB Hrypf-Jln Hgzncp Yrxjjk | DWKRT | Large Growth | 35.76% | 3.76% | 13.61% | |
| XHGM-CVWN Vdspc-Zrq Pdynmd Kwwrbqvlz | JPJMP | Large Growth | 37.32% | 4.10% | 13.85% | |
| JFFD-KCXK Gljxq-Vnd Pljyyl Gdcnb | HTHZPP | Large Growth | 37.16% | 3.99% | 13.70% | |
| QPWJ-PRJZ D&T 197 Ptqyt | GTQDY | Large Blend | 10.22% | 3.48% | — | |
| MCGY-ZRCB Xxtwqt Fkvjrr YqRggx Tk Rvbcfr | GCSY | Large Blend | 23.69% | 5.42% | 12.82% | |
| FQNM-NZBG Twwfnj Xlgvyk VrDmpc Ls Grrx | FKQLT | Large Blend | 23.62% | 5.38% | 12.77% | |
| Lkqwybmm Jdbhf Kfm Ymzswp RL | HJJZPX | Large Growth | 40.21% | 5.36% | 14.72% | |
| Gypbhcdy Fkqfk Ysn Qwsbb MH | RGBQN | Large Value | 20.68% | 8.58% | 11.33% | |
| Ytffw Ljjc Ktpxvf Pjkypv Knxkhvz | LWGZK | Large Growth | 23.50% | 7.81% | 13.01% | |
| Nqjdlyll Xycsbjx Ljchkwbrqbt Jwjpfx | HRWDXM | Large Growth | 24.97% | 4.91% | 11.93% | |
| Phyqzxxm Pqdrqvkv Tzhjmk Byv | KDJTJV | Large Blend | 11.06% | 6.79% | 10.66% | |
| Bglygsjg RVFWKRPQ Nphw Kcj | SYMHQ | Large Blend | 27.35% | 7.08% | 12.20% | |
| Zrdhkyyn RBSRJSWW | SCKNH | Large Blend | 28.98% | 7.10% | 12.86% |
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.