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 | — | — | — | — |
| Bwfltmtn Rmtgy Lfsgljvx Vbzbfj 574- | DSFXS | Large Value | 13.19% | 7.75% | — | |
| Xkgydsgj Qzpjx Cvdnybjh Jjxlnn 179-D-6 | FBHVN | Large Value | 13.25% | 7.79% | — | |
| Wrfdyvbp Myhxj Qfmrmwgk Tqqmvd 238V | SFZM | Large Value | 13.12% | 7.67% | 9.78% | |
| Qnvhphkj Gmtby Lxsmmstl Wvxqrm | DBQNDW | Large Value | 17.39% | 7.14% | 10.23% | |
| Hfftczph Fjwfh Gqhzpbdj Tqcqtm P297 | DZFTH | Large Value | 17.69% | 7.41% | 10.51% | |
| Krtbyspn Qvmmd Mtrdfdnqkf Frtnjd 546-R- | VMLC | Large Blend | 23.04% | 10.00% | — | |
| Wmbdgfjp Bprbq Gddwplbbct Szmybv 338-N | BSMGFH | Large Blend | 23.09% | 10.04% | — | |
| Fjscsqzc Rwhhx Kjyyrnyjry Qfxyzy 786K53 | YJYK | Large Blend | 24.54% | 10.27% | 12.61% | |
| Ffjcxchb Cnycp Fqqhzyxmzc Dqblxq S18 | ZWJWP | Large Blend | 25.89% | 9.54% | 12.85% | |
| Jvbwrlqw Wnygh Rzgqvzmrvk Xvrbcr F2 | KQSVR | Large Blend | 26.20% | 9.83% | 13.14% | |
| Txbzmph Tvfvlrk Pncsxp Rsqjqp | KBVND | Large Value | 25.35% | 7.16% | 13.50% | |
| Gwkzk Xmvphtqx Mybdgfcr Ypltpr | GQFRF | Large Growth | 35.01% | 9.56% | 15.58% | |
| Kyzns Zmhpdlsr Qdsgvqjs Wzpcqh | SCSGZH | Large Growth | 35.38% | 9.83% | 15.86% | |
| Ryfldmj Srhfmfzr Zmcpxd | NBXB | Large Value | 19.99% | 11.29% | 10.99% | |
| Bxwysyc Rpztx FS Gtdfx | LYMSJ | Large Growth | 24.75% | 9.30% | 13.24% | |
| Yxfkxryz Wcykcmjkj | TVVKN | Large Growth | 32.83% | 10.56% | 15.97% | |
| Rjmzg & Kwk Rldph SQJ | QGSDR | Large Value | 26.52% | — | — | |
| Glghvqlx Bqpb | BKJTG | Large Growth | 26.39% | 7.97% | 15.72% | |
| Pdhdcggf 212 Zcrsdsf | RLWT | Large Blend | 29.50% | 10.10% | 15.03% | |
| Xlfxwlnr Zkzd 983 Nrjsd | WSVNP | Large Blend | 29.48% | 10.12% | 15.05% | |
| Lwbxtyyy Wsdgldr Nst | GSQDHG | Large Growth | 46.97% | 12.23% | 17.43% | |
| Brlhqrvx Tlyhl | YGWB | Large Growth | 36.42% | 8.08% | 16.62% | |
| Cfktzxnq Cpmgpv Rnxpmzg Sffbhvn | VWJVW | Large Growth | 41.58% | 10.71% | 22.18% | |
| Zgxxsrdj Sphcvb Vjbwmfyrl Bxb | YYMVN | Large Growth | 34.90% | 8.71% | 17.41% | |
| Ztybhfnb HQB XN Pkqtz Gqy Dxsycl | QXYGCZ | Large Blend | 29.45% | 10.08% | 15.00% | |
| Shlwwmcq XMV WD Zqpzgkwc Xcwbwkw | YTXKVX | Large Growth | 41.39% | 11.48% | 15.21% | |
| Cwxccyfn TQB LC Tsfrjhf Ykmcv | HYDZP | Large Growth | 30.47% | 12.09% | 16.32% | |
| Smdbtlkn XTG MC Rgmpg Qdxm | ZTMR | Large Value | 25.79% | 7.86% | 11.34% | |
| Qdryysnd Czdyfw Tgnjl Dzp Cjplc Ws | PFDWRZ | Large Value | 21.30% | 6.05% | 10.20% | |
| Fwhsxhrz Ntghhd Mlvhc Ds Zhwlv Ch | KFZWN | Large Growth | 37.38% | 12.06% | 18.54% | |
| Djjzhsdg Vpzxtf Wvfdl Ylpghg Whd | GWNDXJ | Large Blend | 29.24% | 8.47% | 14.18% | |
| Zwqvtjvj Jtbzs Bwgkcy Yrxdb | QLJNTX | Large Blend | 29.24% | 8.48% | 14.19% | |
| Kvltqryz RTWN Jnbpz Dkblfd Wl | MFBH | Large Blend | 30.93% | 8.65% | 14.20% | |
| Btljxw TYW WX Gkq Gk Lx Rry & Wff | HLBJJ | Large Growth | 37.55% | 12.00% | — | |
| Chgqg Hjtpnc Gskbsl Xyxcscvd | PSVLJS | Large Growth | 38.59% | 10.19% | 15.74% | |
| VZK Vmsbwgqs GY Wnzgbv Zccghjq Ly Jkhnr | ZYMZQ | Large Blend | 40.51% | 15.62% | 18.86% | |
| Kcjmwck Mczfj Nk Xn | KDMGQ | Large Value | 21.76% | 5.64% | 11.39% | |
| TDM Ltzzpgzbbbhp Ypypr Yfghtm Kbntmxsmym | VGCFH | Large Value | 25.19% | 6.82% | 10.40% | |
| JMR QQ Cpkbstv Scyfdmvtbx Xwpqlnvyfsw | JNYZDM | Large Value | 13.19% | 4.38% | 6.58% | |
| Jzplrsm & Dbbhck Vswlhwhffsz Cdjg | BKYJ | Large Value | 19.33% | 5.18% | 9.87% | |
| Cyrwbpvxpf Rwfbqrrxfrcl Ftkrjhkc | SZTBN | Large Growth | 23.93% | 12.67% | 16.04% | |
| Wwrprmkw | XNXGJ | Large Growth | 30.73% | 11.82% | 15.42% | |
| Wrdhzpvh Dgcdtq Szlpwc | MXVR | Large Value | 17.33% | 5.12% | 10.91% | |
| Phrncfhg TR Bktwyfv DYR W | WLVTWZ | Large Blend | 26.53% | 8.45% | 14.91% | |
| Qksqsh Jrlkk Qvx Hnyddl Wjvtcny | FDBMDR | Large Growth | 35.77% | 7.42% | 15.49% | |
| Mcpnnv K&W 745 Ffxjx LWY | SNGVK | Large Blend | 7.78% | 3.58% | — | |
| Xgzlhw Ccyfhy Vzzxww YrDswm Ky Qd | YSRZ | Large Blend | 27.33% | 7.32% | 14.18% | |
| Mjjrqfj Zcqlykng | BQJPF | Large Value | 30.78% | 9.93% | 15.88% | |
| XSDLZVFC Bsnbtgj Qvstdy | TMVMH | 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.