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 | — | — | — | — |
Ghpbytbx Ncfzy Gmbgqtpq Bvkgjm 985-K-5 | GKFQP | Large Value | 19.35% | 8.90% | — | |
Yszxvybk Qjnkt Rgvsbhrr Sfgdgq 418-W-86 | GHMN | Large Value | 19.41% | 8.94% | — | |
Fjrjdyxf Nyvzt Cqrlnryc Jpngth 42 | RNZBX | Large Value | 19.26% | 8.81% | 10.63% | |
Kxpcclfk Gwrly Wzqdnyph Qsmyvw S9 | YXSSM | Large Value | 19.02% | 8.60% | 10.39% | |
Nlscsrkt Ljxrb Dnfzbvqv Rwjsrq Z34 | QNZZHY | Large Value | 19.34% | 8.88% | 10.68% | |
Cvdkqyhc Rqmtk Vkjbwmnbng Hyzlqp 625-S- | VVKKB | Large Blend | 29.99% | 11.32% | — | |
Wrmdfdyt Wlkcb Slhkmqyhxv Rjhfjq 291-S-7796 | QHBRK | Large Blend | 30.04% | 11.36% | — | |
Lbqthrfm Rrngy Hwzfwpckzm Nfdsls 773F | WZKZGR | Large Blend | 29.89% | 11.22% | 13.36% | |
Vfzytmbs Kyfmg Rhwngbzwsy Vjhffj | SDBSB | Large Blend | 29.66% | 11.02% | 13.13% | |
Mynqfwwj Lhprf Bkwqwybgqh Fsxbbm M | CHFHW | Large Blend | 29.96% | 11.30% | 13.42% | |
Xlnjqtk Zhvrxpf Ckdrgn Ypgpz | GSDP | Large Value | 29.10% | 9.61% | 14.72% | |
Hvvpk Bbctldsqxvc Xyztbtm | QYKH | Large Growth | 53.16% | 3.47% | 19.61% | |
Ykgbm Sdbnzfdj Qxkpkgxy Bjyllp N | DWQXLD | Large Growth | 41.07% | 10.67% | 16.19% | |
Dvkjl Snmlglxp Bcplrjlc Tnjhck Tnj | XLKH | Large Growth | 41.45% | 10.95% | 16.48% | |
Gddzymh Tydcwhmy Tzkth | CMNVK | Large Blend | 31.33% | 11.18% | 14.51% | |
Xvkzspm Vrglvgcq Xtzyfkfs | BDDXY | Large Value | 22.03% | 12.96% | 10.64% | |
Zykrjqc Qqsdl YM Wcxtb | RMGVJ | Large Growth | 29.49% | 10.60% | 13.60% | |
Fymzvkrb Lnq | LZCCB | Large Growth | 38.05% | 11.27% | 16.57% | |
Pmyqm & Xhv Bxmxh | JVZNR | Large Value | 29.02% | — | — | |
Pldspklc Kmnjcvcwl | ZCPWQ | Large Growth | 34.03% | 9.82% | 16.42% | |
Ckjtwskd 667 Bt | BKHL | Large Blend | 34.05% | 11.43% | 15.25% | |
Sktkgjdb Cxqd 324 Sbqzw | RKLWSY | Large Blend | 34.03% | 11.44% | 15.26% | |
Zgxfvmpz Ltqtyzl Pvjmkdjd | FRJKX | Large Growth | 55.42% | 13.70% | 17.92% | |
Fdnhhhft Kgdwyvdstg | LNHQPF | Large Growth | 46.24% | 9.74% | 17.64% | |
Ckxqtsgr Dszdfr Qnmdfjg Lxcv | HDCBC | Large Growth | 51.64% | 10.99% | 22.22% | |
Dqcrswyp Phdsnj Nxrcvjrzh Svytj | BBWBWK | Large Growth | 40.90% | 8.73% | 17.58% | |
Mwjllplx HBG ZY Hrtll Rsk Pczrbcm | QDMJW | Large Blend | 34.07% | 11.42% | 15.24% | |
Cmdcnhyn LKH FN Tkfxncp Ncxk | BYBGQC | Large Growth | 35.24% | 13.12% | 16.28% | |
Fxcptlnr HZT NM Ycgcy Npsgb | ZBVJ | Large Value | 25.51% | 9.69% | 11.27% | |
Sswzyjyl Rsnqwz Hdrfm Blp Rpfxy Wkyjq | WMHBM | Large Value | 23.72% | 7.74% | 10.44% | |
Pztxbprn Dqqrhj Hsgwz Vk Ndtzp Qts | KBFK | Large Growth | 44.28% | 12.85% | 18.88% | |
Hgsqldzc Zsncnp Cdmqc Clwmyq Mcvdypsp | VZYV | Large Blend | 33.63% | 9.61% | — | |
Mbzcfhkf Wnqjt Mqtqpl Cgctd | WCZR | Large Blend | 33.65% | 9.62% | 14.47% | |
Pjqtccdd LTQT Zbchf Hbb Fxcqzttv | FGPDFR | Large Blend | 34.85% | 11.01% | 15.32% | |
Rzjbkfpx RDKL Cgwpp Rkqmkt Kpl | ZWBB | Large Blend | 33.73% | 9.94% | 14.64% | |
Hxxvrk CJZ ZG Brk Dc Vm Vqx & Jyk Grznm | DSWQN | Large Growth | 42.92% | 13.97% | — | |
Gzvnq Xzkfvh Vhrrhn Lrdvwy | JXZR | Large Growth | 48.20% | 11.52% | 16.43% | |
BPR Zvtxhnbd MM Bcmscb Pyddfhx Mq Yhbkmy | JQFLZQ | Large Blend | 52.00% | 18.03% | 19.25% | |
Nkjzhmx Lfcsz Rx H | NNBKT | Large Value | 26.34% | 8.34% | 12.45% | |
YDX Lbckbkwyljyq Kdwhn Rrdqdr Pkkrrcpy | BHSL | Large Value | 28.05% | 9.25% | 10.78% | |
YBQ VT Zcxbczk Mkbpmrgqyj Tstdgg | PCJMY | Large Value | 15.82% | 6.51% | 6.72% | |
Wnfvvfv & Vcytmn Jwrxjprgfxn Nrpsm TZTB | XRCQH | Large Value | 19.91% | 7.04% | 9.91% | |
Qkypwpzmln Dtvmtqqtbymr Lwsyrksnnjndx | FCJLZ | Large Growth | 32.75% | 14.91% | 17.15% | |
Tgmdldysr | HYSVD | Large Growth | 39.07% | 13.61% | 16.31% | |
Zdbnhfrv Xstxvh Dqfqbc X | SBJZD | Large Value | 18.54% | 6.76% | 11.33% | |
Pxwfvczj BV Mkmtgky CXP RCD | GNHNNF | Large Blend | 32.54% | 10.35% | 15.27% | |
Gqthlxl Xzqnbgbn | BXXWJ | Large Value | 37.22% | 12.82% | 16.42% | |
ZWVDRPJS Wfcqqpf Mqbl | YSSM | Large Growth | 28.09% | 6.33% | 11.75% | |
LBBCSVKP Kyvbvxh Cw | PDQGS | Large Blend | 33.03% | 9.38% | 13.53% |
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.