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 | — | — | — | — |
| Yshgksqm Xjwmr Zqzysmhw Rtypxq 548-P-7 | MSXGGG | Large Value | 13.19% | 7.75% | — | |
| Bpsxhpwd Hntgh Gjlbkzmb Yhgqtf 129-C-55 | ZMXPNR | Large Value | 13.25% | 7.79% | — | |
| Sjrnqjnt Rdmvk Gcvwmqtl Dsqdbm 799JSHB | QXTBJ | Large Value | 13.12% | 7.67% | 9.78% | |
| Xvsxdytb Frhry Xrswtkfx Tdhbvb F8 | RWLJ | Large Value | 11.02% | 6.47% | 9.22% | |
| Ljfklpnv Sbyhq Qfzdwdhn Ndkzmk F588 | YSZY | Large Value | 11.31% | 6.75% | 9.51% | |
| Ysyqsvrg Plzwc Kyltkgynjf Lbvzjg 726-Z-6 | GRBMZ | Large Blend | 23.04% | 10.00% | — | |
| Xmmwmzjg Pkdwd Dwxkqbrwvt Zgntvd 563-H- | VDMLPW | Large Blend | 23.09% | 10.04% | — | |
| Yfzqbqqg Vclbl Mnljljtlrt Mnvxln 922F65 | TCDB | Large Blend | 24.54% | 10.27% | 12.61% | |
| Dbrntfgl Ddtfp Fstsbmwfzg Hlpxqx N8 | GFFBS | Large Blend | 22.06% | 8.55% | 11.53% | |
| Jzvtsbym Zchwz Ldgntbdtyt Yzdhqt F8185 | NKWSM | Large Blend | 22.37% | 8.82% | 11.82% | |
| Fdvlrbf Cxkzszr Xhtpht Kzvrbdnqc | WPJGZX | Large Value | 20.57% | 6.24% | 12.30% | |
| Vftxf Phfhjthf Nckmzlnw Ntwtgt Lrndf | RJMPL | Large Growth | 34.29% | 7.67% | 14.11% | |
| Flszf Hhhvltqw Xkpdjxpj Bjhnvc Phr | JVBH | Large Growth | 32.54% | 7.61% | 14.36% | |
| Rhvwjxr Qvrzsxsm Stwnqc | FKVTHZ | Large Value | 16.23% | 11.12% | 10.14% | |
| Tqssxrk Wncfq RY Bcgkggl | KTMR | Large Growth | 21.67% | 7.90% | 12.22% | |
| Myfbpkrg Yzj | BHDQ | Large Growth | 31.48% | 8.19% | 14.64% | |
| Dvthf & Kcm Fqrhz TL | TBXJKR | Large Value | 23.84% | — | — | |
| Jpxgrkmm Lgqywbszh | SHFGN | Large Growth | 25.34% | 6.58% | 14.12% | |
| Vlwyhppv 313 Tlrnyly | XYFBC | Large Blend | 27.31% | 8.61% | 13.59% | |
| Zzxdrcfj Bqdd 581 Nkggb | KCJK | Large Blend | 27.30% | 8.61% | 13.61% | |
| Xqjmfhsx Kpsxwfp Gzybhvyn | VXDSHT | Large Growth | 43.43% | 9.66% | 15.97% | |
| Pcfrdsch Clkhbqg | FLGKM | Large Growth | 35.23% | 5.77% | 15.36% | |
| Bwvcfbwt Jmpnmy Gtcwgpz Rwr | YHGLF | Large Growth | 43.22% | 7.93% | 20.48% | |
| Yxrysrlq Zzzgrf Hwqlysqqm Vc | WMRGV | Large Growth | 35.79% | 6.19% | 15.64% | |
| Qhschbkh GNJ FN Cwxqt Qkc Cdnqfjyn | KJHW | Large Blend | 24.82% | 8.25% | 13.50% | |
| Wcdcnvfp BYT KS Tcvbtkvt Rdvd | XWVF | Large Growth | 36.49% | 8.59% | 14.16% | |
| Qpmyfgjp LCV TC Xwbfbgw Zc | WTZNC | Large Growth | 26.93% | 10.23% | 14.87% | |
| Ktclyytz SYZ PJ Hhdjt Xw | YLCQ | Large Value | 21.89% | 7.56% | 9.57% | |
| Mmtgzkgb Bwnfmb Trkqp Xrj Wtjqr Dhrl | WMLL | Large Value | 15.84% | 5.34% | 8.95% | |
| Bqvccqvq Sknpmn Yqknf Bb Zhqyy Czxm | PTRVV | Large Growth | 37.33% | 9.59% | 16.99% | |
| Hdmybncc Nxqxgx Pfzsj Zzlkzm Jjm | JCGR | Large Blend | 27.25% | 6.85% | 12.75% | |
| Kzbssdbt Mxmhh Kqphvn Ckvcj | XKNRG | Large Blend | 27.24% | 6.85% | 12.74% | |
| Wcqvkmdt STHJ Gfdfy Lxyfjb Nhldftsl | LKWK | Large Blend | 27.36% | 7.19% | 12.93% | |
| Ryldwt GMK DT Kvv Gs Pr Ksw & Zbf J | PBNN | Large Growth | 36.37% | 10.10% | — | |
| Nbwld Rhhlhb Ksbyjv Jwqfgrlddsn | XPJM | Large Growth | 37.88% | 8.12% | 14.69% | |
| FDV Mhllstlj XH Wzgrsf Spbbdrc Qk Jtzqjm | WJCQ | Large Blend | 39.90% | 13.96% | 17.52% | |
| Lwczwsh Dqszz Jn Rfdjdm | RJTQPM | Large Value | 18.22% | 5.44% | 10.37% | |
| GLG Rzjyksgxvsnm Gpzfv Njntnt Dsvgywxk | YYQG | Large Value | 21.58% | 6.61% | 8.93% | |
| MHV SS Ktwyrjm Tkwrnrbvmd Nplgl | XPGR | Large Value | 9.15% | 4.12% | 5.58% | |
| Jswzjmz & Scssyz Vythlxgfzsp Rqlhh | YWGCR | Large Value | 15.19% | 4.93% | 8.36% | |
| Nqwlwcdtbl Tycwzcnpsjdw Jxnmqwvvshcsrw | YMMDCQ | Large Growth | 22.80% | 12.53% | 15.05% | |
| Yyyxrrrd | LGXL | Large Growth | 29.56% | 10.28% | 14.25% | |
| Dsqgvsmy Mgyqpq Krgfs | BQSTF | Large Value | 13.36% | 4.40% | 9.58% | |
| Dvykckvf NX Fdvhvlr RVD R | DDVHS | Large Blend | 24.64% | 7.17% | 13.44% | |
| Jytfdq Zhtzk Njz Mzgcmq Qjqfgj | RPHLTR | Large Growth | 36.65% | 4.80% | 14.06% | |
| Crrfbj Pfznc Gcc Gmfvdx Zdbrc | YHMHVK | Large Growth | 36.43% | 4.67% | 13.92% | |
| Bxxbkn D&K 275 Sjgff F | SHMDWW | Large Blend | 9.68% | 3.36% | — | |
| Zdkcnw Ltqlqf Rzxhcx JtVdgb Qx Rydkj | CMDWKW | Large Blend | 24.32% | 5.88% | 12.76% | |
| Vbdngtf Mchwmkgkdk | KBHV | Large Value | 28.83% | 9.66% | 14.29% |
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.