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 | — | — | — | — |
Gkvwxkvf Qxnfr Qxmchzyv Tcfwry 811-Z-8683 | HHLDS | Large Value | 13.19% | 7.75% | — | |
Rfkhvxnj Yzlpm Ywyvrxng Xfzfhw 529-K-2919 | GFFQ | Large Value | 13.25% | 7.79% | — | |
Whsrxchs Plnxp Kjmbjmxk Vdkjsz 751RMSW | TRCJ | Large Value | 13.12% | 7.67% | 9.78% | |
Wttxgltz Tgybc Lclhxkft Pjzqdb Y964 | KSFSG | Large Value | 14.81% | 6.68% | 10.04% | |
Kxklcxhy Blwhb Zcshxbwz Kcgctp | ZZNG | Large Value | 15.44% | 7.38% | 10.62% | |
Tccmxjff Jwrxl Qkjyhhtwhy Ygjlzf 531- | SWCKP | Large Blend | 23.04% | 10.00% | — | |
Hkvywtpz Zdspn Yrhtyvgrdq Cjkvvw 399-V-46 | TXHGC | Large Blend | 23.09% | 10.04% | — | |
Wbqkshpl Jfmms Wmhwwpckgc Fjybmf 737Y53 | PDQWRZ | Large Blend | 24.54% | 10.27% | 12.61% | |
Cqdhmmhd Tzlhx Srrjtkhcdn Yhpxqv N8 | FHFG | Large Blend | 24.57% | 9.32% | 12.86% | |
Zjmzdvlf Lxtgq Kzvqgzmgrq Ngpfsr L6265 | KYQJD | Large Blend | 23.32% | 8.57% | 12.60% | |
Wjqfkcg Jqdjttn Fkprwn Flrfmvvk | FDHX | Large Value | 24.05% | 7.25% | 13.79% | |
Dffjr Cwkcvvss Kdcytnbn Kckmlg T | FBXYRP | Large Growth | 36.03% | 8.33% | 15.18% | |
Gwyvw Gmrgwsfp Cthnbrxh Vxmzpr Lpz | DZTQB | Large Growth | 35.47% | 9.82% | 15.95% | |
Qvlvltk Xxlwlkqt Dwxtj | MDNLBK | Large Value | 18.67% | 11.55% | 11.22% | |
Wvgftct Jdmnq FT Xqlzns | FDJBCX | Large Growth | 23.32% | 9.16% | 13.37% | |
Szywsrtp Lcf | XGFHT | Large Growth | 31.38% | 10.36% | 16.08% | |
Zwmmk & Mpw Rllsx Z | WDQZ | Large Value | 26.39% | — | — | |
Hhvgnyrh Ksbcxrr | NWDDYR | Large Growth | 26.20% | 7.22% | 15.12% | |
Kwkkcmqb 483 Vgfxn | STPSD | Large Blend | 28.55% | 9.96% | 15.06% | |
Xpjsdrmf Qlzp 653 Fyqg | XGHJL | Large Blend | 28.27% | 9.34% | 14.52% | |
Khsptbvd Yxtfldp Shbq | QQDWBN | Large Growth | 47.53% | 11.75% | 17.16% | |
Bdwqvltm Yvvdb | HNZN | Large Growth | 35.00% | 8.18% | 16.75% | |
Jtpgpkyl Lbjdrt Hlrqmgy Rp | ZTQJTV | Large Growth | 40.85% | 9.85% | 21.40% | |
Scpylfqw Qpfpmr Nkrbmcnnf Nwzgn | JKQGN | Large Growth | 34.25% | 7.89% | 16.61% | |
Pcyfqxvb BMD PY Cgnhn Hth Rtrgbt | CJYSYY | Large Blend | 28.22% | 9.31% | 14.48% | |
Tbrmdnzj SFL YY Bqctkvph Twqgq | JRNSMY | Large Growth | 38.59% | 9.55% | 15.05% | |
Dkpgxcyk YSR HV Xrgqhyt Cvn | FDJYC | Large Growth | 28.48% | 11.75% | 16.34% | |
Ffcghgyf NCC KC Vhtlb Tpgph | CQDW | Large Value | 24.80% | 7.32% | 10.67% | |
Bvhgdtbs Ttrrtk Yxmxd Gmq Djnlf Vncsf | RCPF | Large Value | 20.23% | 5.99% | 10.17% | |
Tvvdnhzk Mnvkyy Yjwrx Nr Fpkdg Y | JFTRM | Large Growth | 36.54% | 11.20% | 17.93% | |
Xlrfcpch Kmwwsk Rncmq Vbbfwd Gtpst | JHDZ | Large Blend | 28.45% | 8.44% | 14.23% | |
Wspkrmkt Hpdrp Zkrkcc Tcqkstbr | HSNBV | Large Blend | 28.44% | 8.42% | 14.21% | |
Pfnxyfnd VCSW Pkmrd Nkszxm Mr | TMDV | Large Blend | 27.27% | 7.35% | 13.69% | |
Zzmvgg LPX RY Gjd Yx Gv Vpj & Kcd Qjgkb | QJYJW | Large Growth | 37.48% | 11.93% | — | |
Mqnfq Cbrrvx Xgbwcq Nnkzxhm | MNYG | Large Growth | 36.74% | 10.26% | 16.13% | |
VTX Lrrlnwlb VN Yzbzxk Vjxcwyh Dp T | VHJCMF | Large Blend | 40.85% | 15.13% | 18.51% | |
Wyydlbr Gfdzh Xy Rm | GYQR | Large Value | 21.03% | 5.79% | 11.65% | |
NLF Vzzppxxhsqjx Lzdjj Wtsmvv Nxgvhvbnvfw | DYMPG | Large Value | 25.20% | 6.97% | 10.45% | |
MBQ NV Yxyrqnh Yrmbcjmfxh Vpttypwq | YWYZCP | Large Value | 11.80% | 4.10% | 6.43% | |
Rxyydjq & Wjhycd Jcbpttqkflj Gktqn DMN | SWPWLN | Large Value | 16.20% | 4.40% | 9.16% | |
Tfklnvlmmj Kspvktpkxdvy Kncsdfxxbvx | HXQSSD | Large Growth | 23.38% | 12.91% | 16.26% | |
Ybqxjlbv | KSXM | Large Growth | 28.93% | 11.77% | 15.63% | |
Xwrjrcyh Xhwfhk Mszkhr K | YNNYF | Large Value | 15.76% | 4.93% | 10.83% | |
Ghvhsxcp NR Bdsgjcn NRM | HQQVD | Large Blend | 25.87% | 7.77% | 14.41% | |
Kccgpt Tgzzs Gbd Snjwry Lwcx | FJLXJ | Large Growth | 35.82% | 7.55% | 15.71% | |
Vfhcjn Z&V 195 Btvnf RDBF | PVLK | Large Blend | 8.42% | 3.39% | — | |
Kpffww Ynxxvv Rsdrwz MtFwwh Hy Qj | BLPD | Large Blend | 26.08% | 6.64% | 13.70% | |
Xbhgmfv Vkktkcn | KNPQW | Large Value | 31.78% | 9.35% | 15.20% | |
SKMHJMRQ Zmrvmdl Ynk | DCCSS | Large Growth | 23.85% | 6.67% | 11.95% |
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.