How 6 of Our Top Core Stock Funds Have Fared
Our Gold-rated large-blend funds range from focused to super diversified passive funds.
This article mentions funds that have an issuer-initiated rating and/or track a Morningstar Index. For full disclosure information, please refer to the specific funds, which are demarcated with a * symbol, listed below.
This article was originally published in the February 2017 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.
Let's get right to the core of a portfolio and examine some of our favorite large-blend funds. I've selected six with Morningstar Analyst Ratings of Gold for performance reviews. (You can see me chat with Christine Benz about four of these funds in this video.)
As you'd expect from a good index fund,
One notch ahead of Vanguard Total Stock Market in all those periods since 2011 was
United States