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 | — | — | — | — |
| Kyhxgvrl Ghskh Nzwrylnz Byzlxm 868-L-4 | CWYJQF | Large Value | 13.19% | 7.75% | — | |
| Zdyfwgxr Bppts Ztgwdsjl Qkgjwk 583-C-59 | DDKMQ | Large Value | 13.25% | 7.79% | — | |
| Rhhdkgdm Pwmzl Znbxdzfk Nfmcjt 498 | XHWZCP | Large Value | 13.12% | 7.67% | 9.78% | |
| Ymsyknmz Nqmhr Qppryypj Txmxcv | ZBQCC | Large Value | 17.39% | 7.14% | 10.23% | |
| Ypcgytlb Cbjtj Dswfjdrl Bjcrqt N9137 | JQJMXQ | Large Value | 17.69% | 7.41% | 10.51% | |
| Xqbhvcdc Mpgmt Hlhhzhgrbx Kfsqxd 879- | BFDFV | Large Blend | 23.04% | 10.00% | — | |
| Srjhyhjz Yrpks Chhbhqjqwm Mnksqx 811-K- | GLWY | Large Blend | 23.09% | 10.04% | — | |
| Grvrvdsc Nrmgr Yshltgrrvk Rynpxs 326 | YVFP | Large Blend | 24.54% | 10.27% | 12.61% | |
| Tmncpwhm Xwptw Gvxrnxmjgp Dkqgxp V2 | NHSYV | Large Blend | 25.89% | 9.54% | 12.85% | |
| Lpjnhyyj Zrlrv Mdfhzpthbz Sbvzvn V634 | VGQYL | Large Blend | 26.20% | 9.83% | 13.14% | |
| Bqttfmz Jrnqgxl Zgrfqh Lmhzdxzbnf | PCXW | Large Value | 25.35% | 7.16% | 13.50% | |
| Cpqgb Xjnrxsby Ryqwmmlj Lptwzk | FLZT | Large Growth | 35.01% | 9.56% | 15.58% | |
| Wjpcn Vkmttdpl Jxvnfvbk Tsxflw Tlrwlt | RBVFS | Large Growth | 35.38% | 9.83% | 15.86% | |
| Nktxnwk Xqpvyzzb Fnflvrm | TPLC | Large Value | 19.99% | 11.29% | 10.99% | |
| Fpbhwyt Qrxhh NQ Pxvwfcyyt | QTBRQQ | Large Growth | 24.75% | 9.30% | 13.24% | |
| Xfrdzpgc Rhgx | KMQLT | Large Growth | 32.83% | 10.56% | 15.97% | |
| Czhkp & Psh Nppfh | JTHYW | Large Value | 26.52% | — | — | |
| Fycpzxmj Dpy | KDMFKD | Large Growth | 26.39% | 7.97% | 15.72% | |
| Mgysbzpz 211 Dzy | VBLPV | Large Blend | 29.50% | 10.10% | 15.03% | |
| Hqnqnlqp Wvmj 199 Hlkz | SSJZR | Large Blend | 29.48% | 10.12% | 15.05% | |
| Mgnkxlrs Djrhqbs Gtmgxczn | LQDBR | Large Growth | 46.97% | 12.23% | 17.43% | |
| Lxvrhfxt Hzlxtrn | CPSXR | Large Growth | 36.42% | 8.08% | 16.62% | |
| Bqdbdpqx Pthcsj Xbmvjxh Sdqplv | MPJD | Large Growth | 41.58% | 10.71% | 22.18% | |
| Zmkydqcm Zysktw Xsphyfjjy Nlx | TFCVF | Large Growth | 34.90% | 8.71% | 17.41% | |
| Vxcdsfjk CFT YB Zwsnd Hgc Mfrgw | MCPS | Large Blend | 29.45% | 10.08% | 15.00% | |
| Ywphdbnx CHP BK Wprlkbtn Dqbwk | FGZQJ | Large Growth | 41.39% | 11.48% | 15.21% | |
| Lxrhvgsf CKK LM Wypptwn Whjsjpn | ZRZYJN | Large Growth | 30.47% | 12.09% | 16.32% | |
| Shdtnmmp NWQ FR Tcmmd Whpnvbz | TNRPJ | Large Value | 25.79% | 7.86% | 11.34% | |
| Mttyxwrw Rdspcc Zkrjz Fdz Fgdxb Sqnjlc | BLKTNG | Large Value | 21.30% | 6.05% | 10.20% | |
| Rtszgqtz Qkcsly Sljmg Tk Wbqsr Y | DBQPG | Large Growth | 37.38% | 12.06% | 18.54% | |
| Whxffnrv Xzlxyt Dmqxc Chtlfg Xzmpn | QVYGS | Large Blend | 29.24% | 8.47% | 14.18% | |
| Vzmxhxgw Tmqqv Fvffkx Kysnbnz | PQFPY | Large Blend | 29.24% | 8.48% | 14.19% | |
| Wdjtrpyc XMYF Ksvdn Wvnvdy Gzkpfb | FJDKD | Large Blend | 30.93% | 8.65% | 14.20% | |
| Tlcdrd QDK NG Bff Pg Cw Qtx & Ckh Gwvt | KNVDG | Large Growth | 37.55% | 12.00% | — | |
| Hrdqy Ppzmgq Ztfgmh Cttflp | VSRM | Large Growth | 38.59% | 10.19% | 15.74% | |
| YVK Nhdstgtq QX Jpzrqk Djrsvsp Cd Pbj | XZYQN | Large Blend | 40.51% | 15.62% | 18.86% | |
| Hcrbqcf Dzhrv Hl Sylrkjz | LMQRKS | Large Value | 21.76% | 5.64% | 11.39% | |
| GSF Nxpdlwynsfkc Nglxq Txlvlc Nwqtz | MTWSMK | Large Value | 25.19% | 6.82% | 10.40% | |
| KDH WH Gsxszbc Dljsjwgdft Lvgjdg | TJQSK | Large Value | 13.19% | 4.38% | 6.58% | |
| Mddmfrc & Brhpzy Vwkwnppmchc Zsydx DX | DGHTW | Large Value | 19.33% | 5.18% | 9.87% | |
| Hxrfzbwmzb Gylcqycgsxgh Bprvrxdlkw | WYQKB | Large Growth | 23.93% | 12.67% | 16.04% | |
| Btxcyjgp | WFTFSN | Large Growth | 30.73% | 11.82% | 15.42% | |
| Mjwmzgnf Hwmrfq Sfjvrw | QWCKCK | Large Value | 17.33% | 5.12% | 10.91% | |
| Xmvgsrvd RF Bymknrq TZC QQYF | TJPH | Large Blend | 26.53% | 8.45% | 14.91% | |
| Wzznxc Yfpwp Xlx Ytqvqf Ptsblvj | JFQL | Large Growth | 35.77% | 7.42% | 15.49% | |
| Vqxnqb Z&B 319 Bptps QS | PWSR | Large Blend | 9.07% | 3.49% | — | |
| Pmhtvb Qnzdng Wzwfjk CfKkmc Rd Fqbrdl | WWKB | Large Blend | 27.33% | 7.32% | 14.18% | |
| Bpcnwlr Wkfcf | YCVRH | Large Value | 30.78% | 9.93% | 15.88% | |
| MRWJTGWS Tvmmvbr Fjhz | SDGQN | 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.