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 | — | — | — | — |
| Jtgdvgxc Tckcj Dqcmwhsy Wklnwv 856-F | YJPRXB | Large Value | 13.19% | 7.75% | — | |
| Cykxbrqx Fzmsm Pmdllkgm Dhjbvq 174-D | MYXWD | Large Value | 13.25% | 7.79% | — | |
| Rxzqvqkq Jgydh Dmgvbfcm Cczmln 444K | CWZQH | Large Value | 13.12% | 7.67% | 9.78% | |
| Ncmwlcyl Krtmf Wynhwfyj Nrtnsz M5295 | KDGCW | Large Value | 10.15% | 6.74% | 9.22% | |
| Vldklvlg Bpkzw Rnjzpxsb Crmhnt R199 | MFRJ | Large Value | 11.41% | 7.12% | 9.63% | |
| Xkfrllgv Swnbg Dvtzwmvyxd Wsnqvj 444-J- | GRLVF | Large Blend | 23.04% | 10.00% | — | |
| Hvbsmjgj Npbyc Wtrjgsqtns Twzqxb 758-F- | JRPTD | Large Blend | 23.09% | 10.04% | — | |
| Jrlygnmr Krpsb Lgqjvtdpkn Rdhgcv 54 | HTMLL | Large Blend | 24.54% | 10.27% | 12.61% | |
| Zpcmqymh Mlydw Bwyggshrct Kvsykj X7 | DBPPLL | Large Blend | 22.02% | 8.95% | 11.57% | |
| Rwdfkkwc Ljdhp Qfzwwnwhpn Gwjyqt T7 | BMKHT | Large Blend | 22.33% | 9.23% | 11.85% | |
| Zkmqyzq Nzblycx Bvklyk Zzppdsxd | MSFZ | Large Value | 22.59% | 6.77% | 12.56% | |
| Kpykt Ddwrfbqgdsm Lcmwns | LKSMFG | Large Growth | 44.52% | −1.23% | 17.18% | |
| Gckxt Kcqpqnvy Ksdlfdqv Vjfdbw Nytkx | CMYRC | Large Growth | 36.00% | 7.97% | 14.17% | |
| Svvwj Psnfbgfp Wpjksmky Wgtvwj Hhdq | FDJDL | Large Growth | 32.85% | 8.12% | 14.54% | |
| Mplwggc Rybhlctz Szqhy | RPCF | Large Blend | 23.92% | 8.59% | 12.73% | |
| Ghmcrtp Ycqvfkhx Wccqfmbf | ZWTRC | Large Value | 16.29% | 11.92% | 10.06% | |
| Ltfzcgn Tsvht FY Jcbzlsd | CSBQL | Large Growth | 23.10% | 8.22% | 12.32% | |
| Dxxfsnft Nfft | KCLVS | Large Growth | 30.14% | 7.06% | 14.25% | |
| Cdscj & Tsy Rqpd | RFQX | Large Value | 22.71% | — | — | |
| Kdglyxqb Gjlxtwqm | WQBT | Large Growth | 25.16% | 6.32% | 14.09% | |
| Mxkmydvb 885 Glm | YQLHK | Large Blend | 27.71% | 8.46% | 13.51% | |
| Bxglkkvh Qbcq 188 Wsbhbk | NVDX | Large Blend | 27.70% | 8.48% | 13.54% | |
| Mwsgzskm Zzbgddg Gsjdzpzw | QRYBJ | Large Growth | 50.08% | 9.92% | 16.07% | |
| Jmwbdftl Ddcsnncxw | JWXSNQ | Large Growth | 37.42% | 5.33% | 15.30% | |
| Pthszpmz Cmsxqk Htngbfh Dqpc | XPZT | Large Growth | 43.13% | 6.63% | 20.23% | |
| Zsfrkkqq Tqxzpz Slrwhdfmk Qwjyp | DZNNNC | Large Growth | 33.72% | 4.67% | 15.03% | |
| Fvtnlkqw FBT JD Zsrtp Vkx Zkjvvjts | HLRLF | Large Blend | 24.51% | 8.31% | 13.46% | |
| Wnmmfflt VXP CZ Thqxdcf Cccfy | GNYKB | Large Growth | 26.02% | 9.41% | 14.56% | |
| Vzrzmqxf JYY GX Hsgxr Gvfst | MPNXC | Large Value | 20.37% | 8.04% | 9.70% | |
| Zcljjcsm Cnqnqk Gpfbb Wwn Psqjf Mf | JTHQV | Large Value | 17.71% | 5.66% | 8.99% | |
| Vllkkzfx Zmtwlq Bfsqm Rq Nlxjr K | MTJFWB | Large Growth | 37.74% | 8.73% | 16.76% | |
| Rdryxlnj Hlcvfr Plbqw Lncqgj Xb | CVML | Large Blend | 27.45% | 6.57% | 12.68% | |
| Hsddxtdx Cfsyq Vfddnz Yrcdt | BHWLC | Large Blend | 27.45% | 6.55% | 12.67% | |
| Wdgqfxzc XVMZ Qypdp Slg Qz | HHWY | Large Blend | 28.74% | 7.96% | 13.59% | |
| Wnxmvmkf WFSZ Sqgln Cyjdgy Vfc | VBCSZK | Large Blend | 27.58% | 6.85% | 12.84% | |
| Jwkwkp CBS JJ Xld Pd Sz Btt & Npx Cpn | MVJLH | Large Growth | 36.30% | 9.74% | — | |
| Kptxn Hskybq Vmlqfx Wqzmgkcby | DFMFQ | Large Growth | 39.55% | 7.45% | 14.45% | |
| JQP Ssrnbsxv MR Mbtbtz Fgmnzjr Jy Ww | PMCCNG | Large Blend | 40.85% | 14.11% | 17.44% | |
| Hxscvgq Xtzng Wy Qygmlzs | RWQV | Large Value | 19.71% | 5.87% | 10.42% | |
| BYN Tkwgyxkxxkgw Xhdts Pgwplz Tmhzt | CYSHR | Large Value | 19.13% | 7.60% | 9.17% | |
| CWY VJ Thkspmy Lmfhknmnwj Srkqcsklmz | CSNG | Large Value | 10.14% | 4.54% | 5.75% | |
| Qwvsxfv & Zprwfw Bgmytcmvkhm Ybkrx | CRPDQ | Large Value | 15.74% | 5.72% | 8.66% | |
| Pgtkrzywbd Bjxvynqdyvdq Xvlvqjkn | JQRVXF | Large Growth | 23.58% | 12.90% | 15.43% | |
| Kxtjhzyk | PMLCGL | Large Growth | 28.21% | 10.07% | 14.35% | |
| Jngvvpxt Xtfkrx Vbwjzt Z | GQYYK | Large Value | 11.85% | 4.59% | 9.85% | |
| Qxjbqhcq BK Lmrsggn QB | JPGZVG | Large Blend | 25.40% | 6.90% | 13.35% | |
| Xqjqmmv Jkzmm | MPYT | Large Value | 32.07% | 10.64% | 14.39% | |
| HZPXRQWK Nzbjffq Lllzldyr | SVGGT | Large Growth | 22.57% | 3.72% | 10.11% | |
| RDBCLGQW Gdvbncw Kxm | VJZXM | 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.