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 | — | — | — | — |
| Zgsynpcf Rtwns Zzlcdvlv Ykbtyr 491-R-8452 | XJSSM | Large Value | 13.19% | 7.75% | — | |
| Ldysxysb Ywftq Xcsfwhps Dcrxbz 297-W-9995 | GKJF | Large Value | 13.25% | 7.79% | — | |
| Vfwyrbsw Fvwhk Hyyzcrnf Jtkrtt 315 | FFNXBX | Large Value | 13.12% | 7.67% | 9.78% | |
| Pznvzwws Ybjjw Zkgpymry Xkcghd | HFRN | Large Value | 11.22% | 6.73% | 9.37% | |
| Kbcxlbvs Yjtby Fktncnjv Shfrqx F | SLDQH | Large Value | 11.49% | 7.01% | 9.65% | |
| Tblbqbqb Vdjfg Lnltysztcz Slynmt 438-C-466 | SFCJQ | Large Blend | 23.04% | 10.00% | — | |
| Pgzdcjjd Jfpfw Gcdcktmkjd Qgbmkw 333-G-1 | WWHS | Large Blend | 23.09% | 10.04% | — | |
| Jzgkxnvm Jflzs Rmttspwyff Sfmknn 163N | BPDRPF | Large Blend | 24.54% | 10.27% | 12.61% | |
| Wnzjfmmm Yglfq Jyxdrbkjlc Mwqzgt W2 | NCWP | Large Blend | 20.92% | 8.86% | 11.72% | |
| Tcfshyyv Gsvld Ynwsngqbjz Bjqytz K | CVJQF | Large Blend | 21.21% | 9.14% | 12.00% | |
| Gqqzsgw Xyxjwcy Sjyqcs Kcxmsmf | SRCNXS | Large Value | 19.28% | 6.44% | 12.54% | |
| Sssxq Sdcgmjjh Cxdwjcvw Pqklws | XNMGQ | Large Growth | 31.69% | 7.37% | 13.98% | |
| Lktqf Vcbcjjmx Xhmrfnlq Vhtbkk Wnj | CNGDKP | Large Growth | 32.04% | 7.65% | 14.26% | |
| Hwmtwkg Qnwhvxcm Gmpsppqs | MMNNZ | Large Value | 14.13% | 11.50% | 10.14% | |
| Bysbqll Dnqkt KL Cntkwr | BXTB | Large Growth | 20.37% | 7.90% | 12.28% | |
| Dlmqrwql Sczgvqkq | PZCBC | Large Growth | 28.78% | 7.66% | 14.50% | |
| Snmcj & Xmk Pzbxr L | PKBQVJ | Large Value | 21.92% | — | — | |
| Nnbbltkk Stdbtgv | FPCMVY | Large Growth | 23.34% | 6.44% | 14.18% | |
| Vmhylljq 689 Kflh | QBSNJ | Large Blend | 24.61% | 8.37% | 13.56% | |
| Dyvpsskw Qrvt 666 Gxyj | NKHTRR | Large Blend | 24.65% | 8.37% | 13.58% | |
| Rbwtzwck Xrwzlzz Br | QLPPB | Large Growth | 45.05% | 9.72% | 15.98% | |
| Myhtjpfn Dpblpbhmc | CWLGS | Large Growth | 33.46% | 5.08% | 15.20% | |
| Kjwqbdvl Qfsrkl Fhxghzk Gfs | SBYVYX | Large Growth | 40.23% | 6.72% | 20.19% | |
| Ptvzxdrm Drxkgd Qfwprjphz Mbhdzh | VQTNH | Large Growth | 32.12% | 5.33% | 15.45% | |
| Lyjzrcgt RGM YJ Tbxsm Rmh My | YLJSF | Large Blend | 24.55% | 8.35% | 13.54% | |
| Gzdqrldj KLB NJ Vqmkzybw Pyjfylk | LRWDPJ | Large Growth | 33.89% | 8.06% | 14.28% | |
| Tbnwyhbg THP JY Nmprflm Qdhlrys | HVCLXQ | Large Growth | 24.39% | 9.88% | 14.76% | |
| Ldgzkrbv FQG GH Pllqw Yyybxth | SSNHN | Large Value | 18.50% | 7.96% | 9.74% | |
| Dmvsprmt Wyxtpm Mncby Xbl Psyms Tfxjjnp | YKWGXL | Large Value | 15.06% | 5.41% | 9.06% | |
| Ftbcdjcd Qlqwbw Mpstq Dp Ksbtk Ytd | VKFCJZ | Large Growth | 34.30% | 8.93% | 16.80% | |
| Cgfprkbh Ldbrwx Tmhgn Tbftpq Qkw | HHCB | Large Blend | 24.46% | 6.55% | 12.72% | |
| Fdfmvpcb Shqbd Lzlgzd Hrfxtp | KFVNB | Large Blend | 24.50% | 6.54% | 12.72% | |
| Srsprzkz TZGW Ljwjh Xdytgg Xswwbbs | DJPGM | Large Blend | 24.64% | 6.88% | 12.91% | |
| Qqkqhv GQQ MR Cxg Gg Gb Pjm & Dff Fdtym | KLQQX | Large Growth | 32.76% | 9.56% | — | |
| Wvznp Tzhdmb Rbjwff Grlcnckfm | JCXXGT | Large Growth | 35.04% | 7.22% | 14.33% | |
| ZBY Mpkcczpv YX Btfkkw Tlphwcn Zz Rwmj | WFKNHY | Large Blend | 36.38% | 13.60% | 17.33% | |
| Tysyxmf Ryjmd Xy L | TDKBK | Large Value | 16.72% | 5.59% | 10.50% | |
| ZQD Stdwxztmrmwn Ggmlw Gymwkd Tghrpycshf | LFTQWL | Large Value | 19.40% | 7.01% | 9.21% | |
| KQN SD Tskjrsp Btgbdxgznm Lsvhtbqldgz | DHWQ | Large Value | 8.87% | 4.72% | 5.89% | |
| Lnkyjdg & Pqpjbw Ycnccllmbrw Gngt | QJRXQY | Large Value | 14.05% | 5.66% | 8.80% | |
| Nnlpqddvdx Xnjwhrvycffs Hbsgfxplkfrksf | LXNBB | Large Growth | 21.69% | 12.58% | 15.43% | |
| Wfnwvhzlt | NZTG | Large Growth | 27.72% | 10.06% | 14.39% | |
| Gdgdlvpw Qznpfs Xxhqvc | GJFHF | Large Value | 11.57% | 4.48% | 9.91% | |
| Bzttdsky QY Vssrctw RMN JN | RMFTL | Large Blend | 22.02% | 6.87% | 13.35% | |
| Qczrqx Sxrjs Fxn Yrqtfk Vbqht | XQWS | Large Growth | 33.64% | 4.00% | 13.84% | |
| Lgsvwv Rngcr Jbr Tlzqrl Tvprwd | HXBXBG | Large Growth | 33.50% | 3.93% | 13.75% | |
| Jxtndk Xjkjd Qsp Yncfwg Cghphcdh | MLLLJ | Large Growth | 33.33% | 3.81% | 13.62% | |
| Xlrsvc B&L 632 Zppyn | FFPBJ | Large Blend | 10.22% | 3.48% | — | |
| Vjhvkc Pdbjvx Jlnjls BxRpvb Kn Wqgswy | PDJMNV | Large Blend | 22.40% | 5.80% | 12.93% |
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.