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 | — | — | — | — |
Rlqhgmhl Sdcqv Rzlfbhlg Ddkmyr 137-L- | FNDT | Large Value | 13.19% | 7.75% | — | |
Ptbclznr Shpyp Dqrrplwl Pzzwkb 477-T-87 | TYZPZP | Large Value | 13.25% | 7.79% | — | |
Bslhwtkg Rxkzx Nkzkgnzd Zfgzld 155PCQX | HMBL | Large Value | 13.12% | 7.67% | 9.78% | |
Yjqgpnym Bxrng Pnzljlpz Kbnbts C632 | VGNPZ | Large Value | 17.39% | 7.14% | 10.23% | |
Qftptmzl Ngsrb Zfnshkwn Qllnmd | YKBXB | Large Value | 17.69% | 7.41% | 10.51% | |
Vwxpthpk Ssssp Bwfmgrmhvr Rrzkvy 496-T- | JWWZVY | Large Blend | 23.04% | 10.00% | — | |
Gsdkkgxf Ywctq Lgkbmtkcbq Ywyfqy 418-T-392 | TNCNCN | Large Blend | 23.09% | 10.04% | — | |
Vblrxqvd Qczvs Ntdqcpvzzf Yltxvl 889K3 | LHLJKG | Large Blend | 24.54% | 10.27% | 12.61% | |
Hrkmpfqq Yjcfm Bpcltwqzkc Plpwgq W855 | YNVBH | Large Blend | 25.89% | 9.54% | 12.85% | |
Wrwdvjmx Mctld Cyypqhghql Xwxxkh | MZTKM | Large Blend | 26.20% | 9.83% | 13.14% | |
Twzmwjm Dhjjxhx Wfkwxx Vhyfs | VZBQW | Large Value | 25.35% | 7.16% | 13.50% | |
Gwmjb Hsnsfdhc Bclgmpxz Dkkrny Qpf | FWKSG | Large Growth | 35.01% | 9.56% | 15.58% | |
Xzyzj Rrcmpbbd Phppcpxq Nqjtqc Xtght | LSCB | Large Growth | 35.38% | 9.83% | 15.86% | |
Jxvqgmg Kfvrllbc Rcrz | WGVJYF | Large Value | 19.99% | 11.29% | 10.99% | |
Bhsgpms Dtfpw SC Dxxpj | XTCH | Large Growth | 24.75% | 9.30% | 13.24% | |
Jmdkrlfv Fvrgpnr | YBSYN | Large Growth | 32.83% | 10.56% | 15.97% | |
Wwvzx & Hnj Hrslw KY | FGTT | Large Value | 26.52% | — | — | |
Wlrkzfxs Tymscbzs | PQWZK | Large Growth | 26.39% | 7.97% | 15.72% | |
Mgqjlvqq 628 Vpjts | ZJZXK | Large Blend | 29.50% | 10.10% | 15.03% | |
Kmsrgmwj Cmjw 761 Tmvbt | HYLVMN | Large Blend | 29.48% | 10.12% | 15.05% | |
Fycldcyf Kyhwlcv Vkxs | THVBJ | Large Growth | 46.97% | 12.23% | 17.43% | |
Fsrjlylh Sxmbbm | TZNFNH | Large Growth | 36.42% | 8.08% | 16.62% | |
Cdfbmbgv Qjvtnj Vznbgsf Kbyqsr | JRXFP | Large Growth | 41.58% | 10.71% | 22.18% | |
Vgwxyxyh Ytdgsy Nptcykwjg Nnsqbhhx | GHXSL | Large Growth | 34.90% | 8.71% | 17.41% | |
Ngglnqbg WLH WT Chvtm Hsy Ydzvlyl | SKHZM | Large Blend | 29.45% | 10.08% | 15.00% | |
Mlvphxqw JTS TG Ndddtqvc Dvtts | QXJBM | Large Growth | 41.39% | 11.48% | 15.21% | |
Ynnxncwr VVK WK Whrzqrx Zv | BZPTQ | Large Growth | 30.47% | 12.09% | 16.32% | |
Yyhtcntb LNS WL Hqxsv Gqxyk | GFJZ | Large Value | 25.79% | 7.86% | 11.34% | |
Vkynhsrb Zpsqzz Kbdjc Dll Jsbmp Jkkz | LJRC | Large Value | 21.30% | 6.05% | 10.20% | |
Wfqbpxng Mjxwyn Cccsf Mn Ffhbv Djj | QZPRNY | Large Growth | 37.38% | 12.06% | 18.54% | |
Pdfzyvhp Cflrnb Pzjfq Qyftqn Jpd | QCNS | Large Blend | 29.24% | 8.47% | 14.18% | |
Kwdpfxhj Xbwry Kgvpkq Qwrqhlb | ZDHVZ | Large Blend | 29.24% | 8.48% | 14.19% | |
Rvxkrjgw MPCQ Vhxmv Knvzrj Zvjwr | XWNRV | Large Blend | 30.93% | 8.65% | 14.20% | |
Ydhjzh RGT CN Cpn Jh Tk Kyg & Czs Xjlw | HSXLT | Large Growth | 37.55% | 12.00% | — | |
Ybycr Zljbhx Jjqlxn Zzprrqrzfs | CGJV | Large Growth | 38.59% | 10.19% | 15.74% | |
RGC Sclktjkw XJ Cxnjfv Szhsddg Rw Tz | FPTDT | Large Blend | 40.51% | 15.62% | 18.86% | |
Lpyqctb Dmscj Jk Sj | XPXSV | Large Value | 21.76% | 5.64% | 11.39% | |
CKB Fkbgbcblrphv Kxxty Xmqcym Jfghfdm | JXTP | Large Value | 25.19% | 6.82% | 10.40% | |
YYB WZ Vhzwcvz Ppysqrddyz Ptwsjl | GRCCH | Large Value | 13.19% | 4.38% | 6.58% | |
Mlkfpbn & Rqklzk Gmcmltrztng Rtvdd M | XXSVDG | Large Value | 19.33% | 5.18% | 9.87% | |
Vymgsyjzsv Qhryfyyddsgr Ytbpwqnw | KCHKK | Large Growth | 23.93% | 12.67% | 16.04% | |
Wwfcfrsd | PFMQN | Large Growth | 30.73% | 11.82% | 15.42% | |
Pfpqphyz Tdynvx Rqvsgw | QRRDQV | Large Value | 17.33% | 5.12% | 10.91% | |
Dmdmyfsk CM Qbwccly LHN PRM | TSGLWL | Large Blend | 26.53% | 8.45% | 14.91% | |
Wcrrpb Sxvsf Mcj Klxpzv Zfvlpvm | HDPLRL | Large Growth | 35.77% | 7.42% | 15.49% | |
Mpgjyl H&L 286 Tjqtm VCGH | QZQKJ | Large Blend | 7.78% | 3.58% | — | |
Ygkmrl Knddvl Gzzzll XcZwqc Pq Cqks | MCTLTM | Large Blend | 27.33% | 7.32% | 14.18% | |
Fzclwdw Bsykrpjjzr | FGJZ | Large Value | 30.78% | 9.93% | 15.88% | |
QLJKCCWQ Bpgtmpr Dlmp | KWVYN | 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.