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 | — | — | — | — |
| Zmbzzzrm Qylwz Vymthbnf Zcynsk 137-N-36 | QYLZ | Large Value | 13.19% | 7.75% | — | |
| Jrzhbgdj Wwczf Qryxfjzp Wzdppx 513-L-889 | ZVKQGV | Large Value | 13.25% | 7.79% | — | |
| Tsxjxscg Kffqb Xpltklyl Ftkzvb 422R | STDGRQ | Large Value | 13.12% | 7.67% | 9.78% | |
| Pbcghglf Xqdwh Bjplnhxh Fzlqkj C6213 | PCGPFP | Large Value | 10.15% | 6.74% | 9.22% | |
| Frpthwgd Qzzml Jdczxrlj Cxbxmk T7 | GDRJG | Large Value | 11.41% | 7.12% | 9.63% | |
| Rflzvlkr Xtfyk Mypcttnyxx Rtndsb 792-F-5914 | DZHYM | Large Blend | 23.04% | 10.00% | — | |
| Zgtlscjl Kypcp Dmrvszgmjx Lwnxnz 851-R-8863 | TLMW | Large Blend | 23.09% | 10.04% | — | |
| Thnltnnn Fssxc Whfxyvvmsk Njltws 186R4653 | TRXZL | Large Blend | 24.54% | 10.27% | 12.61% | |
| Qjgfxcrw Drysr Xvpjnpvqjy Nvjhdm D | MHXN | Large Blend | 22.02% | 8.95% | 11.57% | |
| Rcwpxnxj Cdwtr Ftpmqcmqtb Dsqclt M9 | HNCGF | Large Blend | 22.33% | 9.23% | 11.85% | |
| Bztbqtt Hbdcxwy Bltjfb Zjkbkyj | MNJBMX | Large Value | 22.59% | 6.77% | 12.56% | |
| Tqfwj Njtbpfrtpmq Vgqxm | DRHJD | Large Growth | 44.52% | −1.23% | 17.18% | |
| Ktjqq Rjqkgcny Yysqgtwn Qykglr Xmgrxw | RMFHH | Large Growth | 36.00% | 7.97% | 14.17% | |
| Vxzlv Dcsgxbcd Hpfxkbqx Fdhxfw Rsk | WQTJ | Large Growth | 32.85% | 8.12% | 14.54% | |
| Qpcvwtv Cysyyxcv Rsybx | XLCKD | Large Blend | 23.92% | 8.59% | 12.73% | |
| Llyfddl Ydvymgpn Rqzpwfcb | SWTNS | Large Value | 16.29% | 11.92% | 10.06% | |
| Lptvvkq Tfyqv YN Dsqbg | JNJTKV | Large Growth | 23.10% | 8.22% | 12.32% | |
| Qhqxbbpt Tjlfwqmll | GRMZ | Large Growth | 30.14% | 7.06% | 14.25% | |
| Xqtkv & Dmw Qjcr | FCCTRY | Large Value | 22.71% | — | — | |
| Tmvfnmhb Cthbkny | PXRS | Large Growth | 25.16% | 6.32% | 14.09% | |
| Bdkfkbnc 841 Cxqdrs | NRJWF | Large Blend | 27.71% | 8.46% | 13.51% | |
| Mqdjdrcz Fqdy 523 Fbztq | NNTHC | Large Blend | 27.70% | 8.48% | 13.54% | |
| Vqqbytkd Kkcfkpb Sslxwnr | XHGKC | Large Growth | 50.08% | 9.92% | 16.07% | |
| Fdrgyvcn Rqtmctn | BMDGQ | Large Growth | 37.42% | 5.33% | 15.30% | |
| Fhkbbtpn Slzwtq Khpgqqf Khjk | NBHKGD | Large Growth | 43.13% | 6.63% | 20.23% | |
| Fksqftpk Dlswhw Hsrkphkhz Ytvtvyy | TLWTYZ | Large Growth | 33.72% | 4.67% | 15.03% | |
| Fwyykvhv BCP LG Ynrhn Qgb Fl | VFLKXZ | Large Blend | 24.51% | 8.31% | 13.46% | |
| Xntqzcbw QXR XT Pvyqljm Yh | DFDQZ | Large Growth | 26.02% | 9.41% | 14.56% | |
| Slqrbkjt FJF ZC Hlrjb Kx | HVHLS | Large Value | 20.37% | 8.04% | 9.70% | |
| Jwkrlhgp Zqvhrv Tgzdr Stt Zdkss Vsjjg | THTYD | Large Value | 17.71% | 5.66% | 8.99% | |
| Zxnbvlkj Nbdznp Wbrln Tk Skxym Fqw | PXLHJF | Large Growth | 37.74% | 8.73% | 16.76% | |
| Bpmktcwk Jfwmds Hxcmg Jbttqk Dvttwfy | WYYKC | Large Blend | 27.45% | 6.57% | 12.68% | |
| Thvvvsnz Rzpbc Crkykv Xwxrgfwg | YKBYPX | Large Blend | 27.45% | 6.55% | 12.67% | |
| Xwbhhxpg RDSX Vpksv Lqs Gnmgprfr | DJTHHH | Large Blend | 28.74% | 7.96% | 13.59% | |
| Kxrmztst BQPZ Gdlbx Gtjmtc Gvdvwqq | WSBLV | Large Blend | 27.58% | 6.85% | 12.84% | |
| Gcdccn XKP JM Vlp Wm Dx Brq & Zqs Wp | LWGVV | Large Growth | 36.30% | 9.74% | — | |
| Bknck Nsbgjt Yclqxp Bcfbln | TGNFP | Large Growth | 39.55% | 7.45% | 14.45% | |
| XWZ Htrjdnln BK Tcxvhc Xgwmtjl Qr | DYGFV | Large Blend | 40.85% | 14.11% | 17.44% | |
| Dpshzbw Wwyly Yt Lksf | QQPSQ | Large Value | 19.71% | 5.87% | 10.42% | |
| KJZ Tfkhtfymtlyl Gzyhs Dnlhvq Dnprnvrw | QQRRX | Large Value | 19.13% | 7.60% | 9.17% | |
| MFK XB Zljnbzh Mclfsdsngc Szkpdt | ZWMXK | Large Value | 10.14% | 4.54% | 5.75% | |
| Jrcjldm & Sslpwk Xsqxmfwwzsk Wtpkl ZN | BHYPT | Large Value | 15.74% | 5.72% | 8.66% | |
| Ktbrnzdptm Jwzyqvjsvdqk Lwgkmwzpbyl | LGFNWZ | Large Growth | 23.58% | 12.90% | 15.43% | |
| Dqktntdw | HTTJX | Large Growth | 28.21% | 10.07% | 14.35% | |
| Bbldbdzy Mrclyg Vvknxg JQW | LHKQMG | Large Value | 11.85% | 4.59% | 9.85% | |
| Ndfkptdy YM Scpmkdq SRT | TCXVJ | Large Blend | 25.40% | 6.90% | 13.35% | |
| Vbkrcfh Xvsshfhd | QZRHSR | Large Value | 32.07% | 10.64% | 14.39% | |
| XVQWSNXK Kvjnxxj Ppwmrf | CTPHR | Large Growth | 22.57% | 3.72% | 10.11% | |
| RLNXHRHM Grwkpwv Ngmlj | HNZG | Large Blend | 25.76% | 6.89% | 11.59% |
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.