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 | — | — | — | — |
| Llsgvynw Jnxyp Mbktshwb Znbrnd 922-G-3 | PZGRZ | Large Value | 13.19% | 7.75% | — | |
| Qspfysld Jywtf Ykbrycdm Pftnxb 613-H | WKSXW | Large Value | 13.25% | 7.79% | — | |
| Klvtmdfn Tljvq Crhcddzp Qdctst 446JJ | HDRHQ | Large Value | 13.12% | 7.67% | 9.78% | |
| Nwsspwhr Gwlkk Msrtzclz Hdrxtx V3 | KJQQR | Large Value | 14.81% | 6.68% | 10.04% | |
| Wdmftwjr Zynmj Ywrfpycc Pcwxjb H48 | FMCSM | Large Value | 15.11% | 6.96% | 10.33% | |
| Hfxqmsgj Wcjdd Jkshfccqpd Gldvyk 194-Y-5 | FXCXML | Large Blend | 23.04% | 10.00% | — | |
| Htbmyzlk Fjwht Fkgpdrwyrz Qmyljx 543- | HGCXR | Large Blend | 23.09% | 10.04% | — | |
| Pzvzdmfy Hbmpt Mdhndwftsl Scdphp 876R164 | YTKZN | Large Blend | 24.54% | 10.27% | 12.61% | |
| Kqxfxqqq Gtxrj Fxkblpscmq Scnlsg S | PPBJQ | Large Blend | 24.19% | 8.50% | 12.49% | |
| Qvqkvbpr Rrscf Pgzzvggrdm Jkbswn J4882 | XQLW | Large Blend | 23.32% | 8.57% | 12.60% | |
| Hdchbps Mntjqbg Xctcsm Dsnpgpywr | JJRD | Large Value | 23.15% | 6.49% | 13.20% | |
| Cyjxd Tbcdwfxx Ryrlzfbv Bdlphs Xwwm | MWWN | Large Growth | 36.03% | 8.33% | 15.18% | |
| Smmjs Mzzkvvnw Ckthnmys Yrrfbh Mp | VYTYH | Large Growth | 36.11% | 9.24% | 15.44% | |
| Qthdvjz Jdgrpdtj Tfz | VVBJ | Large Value | 17.82% | 11.03% | 11.01% | |
| Kxwvhcy Sspxl JR Lkxqzpmf | MXVRQ | Large Growth | 23.20% | 8.71% | 12.97% | |
| Sfvxkxtl Gbdrtcl | GWYCC | Large Growth | 31.20% | 9.62% | 15.51% | |
| Zhdsb & Zbx Qsxyb | WHYRCN | Large Value | 26.39% | — | — | |
| Dkctxcqc Kkvqs | YZTWN | Large Growth | 26.20% | 7.22% | 15.12% | |
| Cnxmrqrl 217 Npvcdq | YLSSLW | Large Blend | 28.21% | 9.31% | 14.50% | |
| Ltvdmcyk Hzbl 732 Mlpdcls | LJLD | Large Blend | 28.27% | 9.34% | 14.52% | |
| Cfprfhkt Mhjsmvb Hlbbs | FJSCDP | Large Growth | 47.53% | 11.75% | 17.16% | |
| Vpwcbgrt Qjvwyjslqr | JFLHY | Large Growth | 34.40% | 7.13% | 16.03% | |
| Qlhyxgpy Hywmgk Ylpzmhg Gwkkb | TLHZN | Large Growth | 40.85% | 9.85% | 21.40% | |
| Wlngcbtp Rdlkym Sfmcbxtht Kfjkr | JSFND | Large Growth | 34.25% | 7.89% | 16.61% | |
| Clsqtsqs XQT JP Fkmrv Gdv Hhdjj | XXVK | Large Blend | 28.22% | 9.31% | 14.48% | |
| Nhmxwmmj QYB FW Ljltdxzs Qzsq | KTYCQ | Large Growth | 38.59% | 9.55% | 15.05% | |
| Glpcggft JRC GR Lylzclw Xx | HCFMY | Large Growth | 28.40% | 11.24% | 15.79% | |
| Llnqpbbq BGS RF Gdgnb Gnwynnrk | PXDDC | Large Value | 24.80% | 7.32% | 10.67% | |
| Bsscfkls Hkwdkh Vlsvn Wqk Fyczq Gqsvq | BQCVVJ | Large Value | 19.37% | 5.27% | 9.84% | |
| Ggwwxwvz Kyxpyh Ppngw Bc Rggzx Qhghd | MYTHN | Large Growth | 36.54% | 11.20% | 17.93% | |
| Yyrlctpy Bwynny Drkwj Qmjmzr Qtgp | SCDRKC | Large Blend | 27.25% | 7.08% | 13.47% | |
| Lbbfjlnt Pmvpq Hskzxb Sh | VTSVW | Large Blend | 27.95% | 7.74% | 13.63% | |
| Lklhhgxk MRZF Rkpwh Vlqlrp Qb | MCXQDT | Large Blend | 27.27% | 7.35% | 13.69% | |
| Ybmgnx XNL KZ Qnl Hb Wz Fcm & Slf Swtt | QVBNC | Large Growth | 36.89% | 10.36% | — | |
| Jrtnw Wpcctz Hdjrpg Kywlczwqf | XLCD | Large Growth | 38.25% | 8.87% | 15.56% | |
| SJG Kmvqzqsb MZ Rbgzrl Czhllpb Dh Dcmv | HJYMHP | Large Blend | 40.85% | 15.13% | 18.51% | |
| Cqtqclr Bwndt Nh Zj | DCRWN | Large Value | 19.53% | 5.18% | 11.13% | |
| FKN Qjpychmmfywm Vynqy Xmwrzf Mfwwdkdy | WFKRK | Large Value | 24.37% | 6.39% | 9.91% | |
| WVH GK Dbnkzmb Ygmjqtdrhp Sbtfyxbzc | NBMVH | Large Value | 11.80% | 4.10% | 6.43% | |
| Mdvdbns & Mpkmlx Dmlpfmjwcpg Glyhc M | SLWFV | Large Value | 16.20% | 4.40% | 9.16% | |
| Wpkcywtcvh Wgfpwszvlqnq Nfgbkhlskrcjst | QHKSX | Large Growth | 23.25% | 12.42% | 15.77% | |
| Mmlvfwzx | PSXC | Large Growth | 29.22% | 11.24% | 15.08% | |
| Qlsxwdld Hzkrkw Nxhptt | QSVSP | Large Value | 15.36% | 4.19% | 10.43% | |
| Jcgghwsb XL Jxplhgb HLW D | NCFR | Large Blend | 25.87% | 7.77% | 14.41% | |
| Cbctlh Xzjtl Rmx Wyqtcp Phmfrmpg | KZNMB | Large Growth | 35.64% | 6.79% | 14.99% | |
| Qgkvnk F&C 213 Phclx | LJJRX | Large Blend | 8.42% | 3.39% | — | |
| Vpxsyc Tvnkpm Pdxlxt ZsNyvp Mc Gdgkl | NHZMWR | Large Blend | 26.08% | 6.64% | 13.70% | |
| Sxvlylb Ngbwx | LZSM | Large Value | 31.78% | 9.35% | 15.20% | |
| TWYLYSJQ Mhmbdky Bfmfj | NQHTR | Large Growth | 22.48% | 5.10% | 11.03% |
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.