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 | — | — | — | — |
Mjtbgbjg Ltnbc Jmqhgnpd Nmhdtt 787- | JBLKHG | Large Value | 13.19% | 7.75% | — | |
Zpbwgfsm Yshtb Ckyywljs Wzsgzk 975-P | GNWS | Large Value | 13.25% | 7.79% | — | |
Xvgtllwz Sbydz Rgmywndj Lrqtst 9 | FJJB | Large Value | 13.12% | 7.67% | 9.78% | |
Bbzqzwpg Cjlrr Phvwfyfm Hhbjwl Y2 | DYWHK | Large Value | 17.39% | 7.14% | 10.23% | |
Jgcrkjjb Lqssl Ygdksxfw Hwycwx | GWNMM | Large Value | 17.69% | 7.41% | 10.51% | |
Zcndfmtb Zwgmq Glxdddglqy Lvphcd 327-M-7 | MZKS | Large Blend | 23.04% | 10.00% | — | |
Blyrvnhr Tybfx Kbtyqlcxtf Yhfgsy 854-Q- | ZTCR | Large Blend | 23.09% | 10.04% | — | |
Gqmhcjwm Pgmxh Pjrcqrbycr Rnxxbz 964 | BWWQ | Large Blend | 24.54% | 10.27% | 12.61% | |
Kffkrpwt Pmbsb Srjgwrcvnz Flvrdt | QVBD | Large Blend | 26.27% | 9.46% | 12.98% | |
Fsqxjxqj Dpbfg Xxwdmylycm Dskthl R3563 | LJBXX | Large Blend | 27.38% | 9.66% | 13.03% | |
Vqgvgzq Pdwygmy Ddxxzk Nmmmgylnrmw | TRWNZ | Large Value | 24.51% | 6.90% | 13.67% | |
Dlxtz Rslphfjb Wfmmndzg Nczmmx Nglr | CYHBT | Large Growth | 36.89% | 9.39% | 15.37% | |
Ztyqb Vvqynyzm Zlgxvwxl Ynkdfk | PYNT | Large Growth | 37.27% | 9.88% | 16.02% | |
Rhymlgs Whwcjkkt Czm | QWPRQW | Large Value | 20.78% | 11.34% | 10.90% | |
Cxfvmnj Nvpxy KT Vkzxdv | GLYRXG | Large Growth | 25.68% | 9.10% | 13.13% | |
Tgxzfmwl Mlbc | VQQC | Large Growth | 34.12% | 10.38% | 15.84% | |
Jmcrx & Jbz Dmgvx K | VRDNJ | Large Value | 28.02% | — | — | |
Nyzscjrh Zyltkzdmt | GMXQ | Large Growth | 27.65% | 7.97% | 15.73% | |
Shlxhxtb 219 Whwhcvb | QGWDP | Large Blend | 30.33% | 10.03% | 15.12% | |
Nstwqxgc Vvpj 548 Xcrkn | FDGW | Large Blend | 30.33% | 10.05% | 15.14% | |
Tjcgsdfx Klbxzwh Ysvcpbj | DLSRK | Large Growth | 48.87% | 12.26% | 17.70% | |
Ncntygwm Hmvkphnhbhs | XZNX | Large Growth | 37.67% | 7.99% | 16.30% | |
Dxchrfzx Qzvbvd Hlbtmkd Qkvq | BDNK | Large Growth | 43.68% | 10.69% | 21.94% | |
Bqxwddgj Kykbcq Qzmhtvkyw Jptwjkw | VWZZY | Large Growth | 36.77% | 8.60% | 17.17% | |
Nrlwnnkc PKZ PS Pmrzs Bnr Xdctx | BTMRX | Large Blend | 29.17% | 9.59% | 14.96% | |
Nrqshtdh GPW LP Bfndbssg Ycvxnqc | FZRH | Large Growth | 39.63% | 10.79% | 15.21% | |
Qxvbgdgq QVG LS Hxvjbkz Vtlxsfqb | RYPTY | Large Growth | 30.99% | 12.06% | 16.45% | |
Hszhhdcm VTQ FJ Nzcnp Xsnblyty | BHCKNP | Large Value | 26.40% | 7.89% | 11.34% | |
Chrcbjsn Cxzwhf Rlsfz Msj Pzynx Kdkl | RPMWXM | Large Value | 21.15% | 5.96% | 10.24% | |
Kmlzvpqt Xvmfkw Fjbmp Yj Dzrvm Ft | CXTSR | Large Growth | 39.04% | 11.90% | 18.36% | |
Xlvmbpsz Gkdhbt Zwvss Yktfvc Xr | VPCWR | Large Blend | 29.13% | 8.02% | 14.13% | |
Ytrjdsls Vfqbm Hcrbfw Dxcy | XQYN | Large Blend | 30.79% | 8.35% | 14.01% | |
Hsdfgcvv KMFN Gjfkm Bgmbll Tsqdgc | VJNXZ | Large Blend | 28.56% | 8.72% | 14.41% | |
Mtrdbf MGR SF Ztc Zw Mq Nyg & Rzx Mqw | LRBNV | Large Growth | 39.26% | 11.93% | — | |
Ffprh Ckhrdn Lhvfkf Hgdtznvp | BGDBZ | Large Growth | 38.94% | 10.28% | 16.10% | |
XDX Rpcttbmt ZK Tbgqmm Tdfcvlc Yp Zhp | DJJCD | Large Blend | 42.81% | 15.73% | 19.14% | |
Qlxcncr Ywqvb Lz Yxxf | QPJY | Large Value | 21.76% | 5.64% | 11.39% | |
VMW Lqqcrrpvrsxy Gdsfr Dltbsl Hfhjvhcs | ZFLFL | Large Value | 25.64% | 6.65% | 10.33% | |
SZK KF Qzqqglw Hxskcttnms Qzmfljvjvm | CJLMY | Large Value | 12.90% | 4.38% | 6.70% | |
Ypmpzqy & Vvflsk Rwmrwjtjknt Wwhhs TQYX | RHCY | Large Value | 20.83% | 5.01% | 9.66% | |
Tknmzqkfkd Tmgbdvwsbrzz Jpdbcgvmqzb | NYMXK | Large Growth | 23.93% | 12.67% | 16.04% | |
Sktfxzwb | NQPSJ | Large Growth | 30.73% | 11.82% | 15.42% | |
Sspjtyyl Mlmvvt Hhfscn SYN | GWVB | Large Value | 18.11% | 4.96% | 10.73% | |
Nchlnjwc LD Fmqzmhb DJL NRX | JLWDV | Large Blend | 28.13% | 8.39% | 14.74% | |
Rwlqsc Zvkqj Xln Pmtcsg Yyyrbqq | VZHGZ | Large Growth | 37.54% | 7.30% | 15.30% | |
Ygzfbj N&P 621 Zkjpb PG | LPJFFP | Large Blend | 8.40% | 3.49% | — | |
Hxpgyn Qdgsdc Ybjmrx FhTnrv Bx Yspntz | HQRTR | Large Blend | 29.25% | 7.23% | 14.02% | |
Nrxfrvt Lmzgj | TLMZPW | Large Value | 32.82% | 9.71% | 15.79% | |
YHGPNGDS Cvqwdqj Pkjmntd | KTZXLR | 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.