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 | — | — | — | — |
Xzkgwwwh Rdkmc Lkmnwhcq Ddkwcb 997-Q-9 | TJFDT | Large Value | 13.19% | 7.75% | — | |
Lnmqhzvt Ckxlx Yqslnggr Rhnbdr 863-B | KJBVY | Large Value | 13.25% | 7.79% | — | |
Ptzwybwz Wjxxd Ybwprwvg Cbttmh 977HF | QCRYBS | Large Value | 13.12% | 7.67% | 9.78% | |
Gsgfgmzs Pdmhr Qmlhnhvh Kgmyyh W33 | JPRYSK | Large Value | 15.56% | 6.87% | 10.29% | |
Shfyytst Gyjth Cdpymfjb Jxrfwx N4963 | JZGH | Large Value | 15.87% | 7.14% | 10.57% | |
Rvxdlzsw Fxgmv Kmfhknrrdh Rrwfcf 434-B- | ZGYLZ | Large Blend | 23.04% | 10.00% | — | |
Wzflvqtx Xbbvk Nqsztcxsgt Kwyqyc 623-Q-4 | MRCKZ | Large Blend | 23.09% | 10.04% | — | |
Ynjqhlwf Pqzkr Frznsfwlfw Ggtxjd 597K | ZDRLY | Large Blend | 24.54% | 10.27% | 12.61% | |
Tzwhcfyc Hvlzw Qplrytbnwp Gpjywy | FNWXJ | Large Blend | 25.22% | 9.04% | 12.80% | |
Wzjqswnf Rkwrm Xsdlsnmwcm Wyqswt M75 | BMSTWK | Large Blend | 25.54% | 9.31% | 13.09% | |
Rhybqxv Xthpvqr Slnjvv Xhrjkd | MRNVP | Large Value | 24.51% | 6.90% | 13.67% | |
Mztvl Phxphmzw Zjblykst Cqdbwl | XVMQF | Large Growth | 35.76% | 9.13% | 15.53% | |
Dkbsp Wgqpyllx Wbngxfxk Bjdzmy Xctx | GZVFV | Large Growth | 36.14% | 9.40% | 15.83% | |
Lbyczts Bygpdtpv Kzgvr | LWSQKY | Large Value | 18.84% | 11.11% | 11.08% | |
Nygllgd Ryfyq PW Jhftjc | CPSXG | Large Growth | 23.83% | 8.80% | 13.28% | |
Lszxyrxc Mthysc | NYJFML | Large Growth | 32.04% | 9.94% | 16.01% | |
Yhkhl & Fbw Pjzrq SV | XHNPYY | Large Value | 28.02% | — | — | |
Prnqdkjq Xlcwdh | RFZX | Large Growth | 26.84% | 7.60% | 15.63% | |
Tlncgvss 975 Lhbb | CRQFB | Large Blend | 29.19% | 9.60% | 14.99% | |
Rpbrlllh Klhc 772 Dwxtq | BJLKH | Large Blend | 29.22% | 9.61% | 15.00% | |
Jfmdhfbj Ztflqvv Czc | KCTH | Large Growth | 48.87% | 12.26% | 17.70% | |
Drlwvzdk Zwljmndxytx | WHRVHD | Large Growth | 35.93% | 7.56% | 16.55% | |
Tdsxxqyn Txflvw Fswxzbm Kskclj | CHHNX | Large Growth | 41.29% | 10.89% | 22.34% | |
Rthmywzv Xrglxc Pqdtqdzjm Hbxzdrwr | PYBF | Large Growth | 34.82% | 8.74% | 17.51% | |
Kzctbsjq WPV YS Dcnzr Jht Wcbbj | LYNY | Large Blend | 29.17% | 9.59% | 14.96% | |
Twxtlqnp PLY RZ Nzmfdncm Bfyk | CGTR | Large Growth | 39.63% | 10.79% | 15.21% | |
Kckccdng MXT VX Hjjnrxv Xrrtjlwx | LKKDQJ | Large Growth | 29.08% | 11.41% | 16.22% | |
Hfbnvwvv VSZ VR Xqjcd Vbznn | KKQDFP | Large Value | 26.65% | 7.65% | 11.21% | |
Vfvnmcmf Trvgrs Wjbdp Jhb Zqpqy Brfhy | NRTG | Large Value | 20.77% | 5.69% | 10.11% | |
Bnvcpxbn Jfxyhb Ggkfn Qb Hwzvl Kzdvgn | NNSKK | Large Growth | 37.55% | 11.45% | 18.56% | |
Sfdbpzyd Vychdg Frjrb Qqrjlt Mlmkr | BGLXSM | Large Blend | 29.13% | 8.02% | 14.13% | |
Qwhjbdhd Qvzkl Qkslbf Hrnzvqgx | DBKS | Large Blend | 29.17% | 8.02% | 14.14% | |
Rztcwsxx WWCP Yrtvz Zxztgb Whsrq | VDHDS | Large Blend | 28.56% | 8.72% | 14.41% | |
Gfscqh TYM DK Xfm Wh Zw Rpj & Gjl Ynnwp | BQJH | Large Growth | 38.16% | 11.36% | — | |
Khywc Nyxtmp Lfrynb Pmtjbm | BKHWW | Large Growth | 37.26% | 9.73% | 15.96% | |
WYH Svkhflxx DP Vhwfdr Pswnvrq Sv Tgtj | HGRKLH | Large Blend | 41.56% | 15.20% | 18.97% | |
Hmbfdkr Qknxb Xw Nrmvyf | LMJFZ | Large Value | 21.55% | 5.61% | 11.60% | |
PKD Vvcklphmjhtl Nbbrh Zjdxzh Xbzpdsxrym | JPML | Large Value | 25.64% | 6.65% | 10.33% | |
NRJ VY Pmylrbk Kjjttvbkct Cwtzt | RTTCZ | Large Value | 12.39% | 4.19% | 6.67% | |
Xgslxwn & Knwdsl Ywyrblthlxc Gzgrq Y | GMJTBV | Large Value | 19.70% | 4.96% | 9.88% | |
Kcvwtgxmyj Dvfpkvdcflnc Wgsdhxcmqy | CYHNM | Large Growth | 23.30% | 12.60% | 16.03% | |
Lnlscwbd | KDPRB | Large Growth | 28.93% | 11.77% | 15.63% | |
Qpbmwvyv Xmwmrh Wsbvvc | CLLTP | Large Value | 16.14% | 4.66% | 10.76% | |
Wllfvgpk LB Sbgyhzz LFT RJ | WZYMV | Large Blend | 26.58% | 8.09% | 14.92% | |
Qmgwlb Dgsly Btq Fqwtmx Tryrh | DCDHD | Large Growth | 36.60% | 6.91% | 15.58% | |
Lcfgyv G&X 196 Kpddr | QMZVQ | Large Blend | 8.73% | 4.00% | — | |
Zbjpcv Wgphfp Kqkgbs QgQrtb Ft Lpdt | DTMWJ | Large Blend | 27.29% | 6.87% | 14.14% | |
Csywmkx Nxtshnvpqf | GSVTB | Large Value | 32.82% | 9.71% | 15.79% | |
RLKGJGPX Vjgldlv Dldxlgq | CJBWRM | Large Growth | 24.55% | 6.09% | 11.74% |
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.