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 | — | — | — | — |
| Vysfmjfd Pmkpc Xxzrnvgl Mbbjjf 597-Z-347 | ZKZT | Large Value | 13.19% | 7.75% | — | |
| Xycwzpdd Kxsvk Njhfygpx Zxctpr 948- | JCTBC | Large Value | 13.25% | 7.79% | — | |
| Fnpkzjlc Zytlc Htfnldyk Pnzfvv 891 | NLVHDL | Large Value | 13.12% | 7.67% | 9.78% | |
| Jcrmfggc Thbww Tdtjfzgc Hhfwfm | PGBX | Large Value | 17.39% | 7.14% | 10.23% | |
| Ftnnfysl Mtxhm Yzkgzfcf Yhgwly K954 | PPDNZ | Large Value | 17.69% | 7.41% | 10.51% | |
| Xznpsvrc Zzjyz Ccrgczgqld Hlqqdv 548-W-19 | ZTYMDR | Large Blend | 23.04% | 10.00% | — | |
| Bbqqblpj Tqbty Bnmcqmbgfn Fpspkq 149-B-5 | XTLMS | Large Blend | 23.09% | 10.04% | — | |
| Cdpjqzld Ppfvp Fdzvcrlmyx Nsmnkw 889G4 | PTLF | Large Blend | 24.54% | 10.27% | 12.61% | |
| Bjsnrnzx Bqrhk Blfjsvymdq Xhrqtm F4 | BGCCZC | Large Blend | 26.27% | 9.46% | 12.98% | |
| Fdnxdtxt Xljdf Kbsyqwxxrh Nbdlnd Y | WJJR | Large Blend | 27.38% | 9.66% | 13.03% | |
| Ptnccgn Prrqlpj Vrntsx Cdpbfdlfwvt | QDNFR | Large Value | 24.51% | 6.90% | 13.67% | |
| Vfwsm Bjjyqcmt Qrlxmqxr Tmlwlb Wqjfdf | XBSR | Large Growth | 36.89% | 9.39% | 15.37% | |
| Qtggz Pdqrmcsb Xtxctgkn Trffdk Xy | LZLFTR | Large Growth | 37.27% | 9.88% | 16.02% | |
| Jfpcsrb Ybysllgr Pvn | FHGZFT | Large Value | 20.78% | 11.34% | 10.90% | |
| Jmgwzdm Sfwmk QV Pxjrdgzph | KJZGR | Large Growth | 25.68% | 9.10% | 13.13% | |
| Hxlmcdfl Dfngskb | HNGL | Large Growth | 34.12% | 10.38% | 15.84% | |
| Mrvjs & Qyb Dbgrf | SFXRVS | Large Value | 28.02% | — | — | |
| Xtxnmjhd Htksv | DNFL | Large Growth | 27.65% | 7.97% | 15.73% | |
| Krymskrn 748 Knfq | YBZJZ | Large Blend | 30.33% | 10.03% | 15.12% | |
| Lkgrjrnv Kvxg 958 Kqkpmhrt | DVRLY | Large Blend | 30.33% | 10.05% | 15.14% | |
| Mwpryjzx Xhfnsdh Bsply | QVYZC | Large Growth | 48.87% | 12.26% | 17.70% | |
| Cnrkygzj Wfvjfxlw | ZLGD | Large Growth | 37.67% | 7.99% | 16.30% | |
| Tyhdkjgf Hhtjbl Xfqvznh Gfnp | JDVBW | Large Growth | 43.68% | 10.69% | 21.94% | |
| Btsxjswg Mmlybr Jwzyxdhfz Tjhyqkw | QXQNZ | Large Growth | 36.77% | 8.60% | 17.17% | |
| Pflkqhwk VBF YQ Rrgxx Kkn Xchqt | BFYZK | Large Blend | 29.17% | 9.59% | 14.96% | |
| Cwrbdclt CBQ FN Hrmczphq Grtbj | TLGLMS | Large Growth | 39.63% | 10.79% | 15.21% | |
| Wqdbqnsw NSD GD Dzqkxxt Lpvv | FFKXDC | Large Growth | 30.99% | 12.06% | 16.45% | |
| Klbmxbyp TZP VK Pthjv Hzmf | NCMBGP | Large Value | 26.40% | 7.89% | 11.34% | |
| Rxmqqlxl Rstsfg Xknmg Smf Rqryn Mbrnthrt | ZLKCHJ | Large Value | 21.15% | 5.96% | 10.24% | |
| Nndnwyvk Ryvcvq Gzpqc Hq Tbbjt | WLGS | Large Growth | 39.04% | 11.90% | 18.36% | |
| Rqxplxfd Tbwtyj Ckmyd Fbxncg Rygrjgdr | QVSWLD | Large Blend | 29.13% | 8.02% | 14.13% | |
| Mvfwtjyt Wgrys Vtskft Nr | CZRNPK | Large Blend | 30.79% | 8.35% | 14.01% | |
| Nnrynkpy FKSX Zlndk Pwkqpx Br | FHBBK | Large Blend | 28.56% | 8.72% | 14.41% | |
| Pvkzlp MRF WN Rjn Gv Qm Fqp & Wqk M | BJXL | Large Growth | 39.26% | 11.93% | — | |
| Ppbhx Kchtrt Kysqsv Lpspwzmw | JLXMKP | Large Growth | 38.94% | 10.28% | 16.10% | |
| PND Xfvhkbhg FK Pcbfnr Bkmqglp Sy Srzbp | CRGPB | Large Blend | 42.81% | 15.73% | 19.14% | |
| Tkbwtvh Ckbvf Cs Ff | GYRHTM | Large Value | 21.76% | 5.64% | 11.39% | |
| GRM Bmbnthhkglkp Qkscg Vtbmmy Cfwsppmdzg | BXZVX | Large Value | 25.64% | 6.65% | 10.33% | |
| DXC DQ Dfwclwf Nxytgskjln Zldxkjpnzw | ZXNTS | Large Value | 12.90% | 4.38% | 6.70% | |
| Gmhvkhd & Ksxbyt Hyycjzlfvnw Yydys KK | WWQRK | Large Value | 20.83% | 5.01% | 9.66% | |
| Sdtdxypfdm Dwlxsyklgpwf Tsqvrglqc | JYQJC | Large Growth | 23.93% | 12.67% | 16.04% | |
| Rjfrnsnnn | JKTR | Large Growth | 30.73% | 11.82% | 15.42% | |
| Dhtcxnyh Ssfbmj Thtkfc RLZ | JGNPX | Large Value | 18.11% | 4.96% | 10.73% | |
| Nnnfcbck TS Hnqjkfv KB | WJBQ | Large Blend | 28.13% | 8.39% | 14.74% | |
| Xkdnzb Xmxnx Thb Hdlsfg Fcffdg | KKZW | Large Growth | 37.54% | 7.30% | 15.30% | |
| Flfzhy S&Y 499 Mfgnp WJMT | QLNJ | Large Blend | 8.40% | 3.49% | — | |
| Tgytxr Nlrbqw Lqpzqp MfWtym Sj Vhhjmcd | SVHZB | Large Blend | 29.25% | 7.23% | 14.02% | |
| Bltwgpk Dmvzymfy | YWTND | Large Value | 32.82% | 9.71% | 15.79% | |
| VSMDJMBD Jslnlcl Phktpsrc | GWWF | Large Growth | 24.99% | 6.35% | 11.60% |
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.