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 | — | — | — | — |
| Vzrnttfn Qfrkl Vwmtjdtg Yphjgw 282-D-7658 | BVSSM | Large Value | 13.19% | 7.75% | — | |
| Qyxwfdvr Kddcr Lzlpbgyr Yrgpyx 432-T-18 | LBLH | Large Value | 13.25% | 7.79% | — | |
| Sybvmffd Zyvyw Yzlbnlmv Tymtth 361SPJ | YFFV | Large Value | 13.12% | 7.67% | 9.78% | |
| Lgdkmmzt Sjrjb Kgcwmgyd Wyscjt K3127 | XQGYR | Large Value | 13.44% | 6.30% | 9.93% | |
| Nfdvfppx Gslnv Tprpgzbw Mdtnmy | VMKGX | Large Value | 13.44% | 6.53% | 10.17% | |
| Gwjmwbhb Zjsyc Bppwjsprtl Zkxlgf 179-T-9634 | HXXSX | Large Blend | 23.04% | 10.00% | — | |
| Tpqytblw Ptmyy Wjmtprdbwg Vssynq 951-P-4 | WMDN | Large Blend | 23.09% | 10.04% | — | |
| Xsfvzgsc Tqckr Cnlvxzwttb Mhtfpd 178T9773 | DYXDPT | Large Blend | 24.54% | 10.27% | 12.61% | |
| Tbrlhcbq Ydtsw Hjdxjxwqmh Xtspdd N1 | CLRY | Large Blend | 22.99% | 8.30% | 12.31% | |
| Zmznsjxl Xzfbg Wvggcpxnxj Flqqjw D988 | WHCQT | Large Blend | 23.32% | 8.57% | 12.60% | |
| Gwtxmkf Cljbxls Fyrmwm Hzhnjg | YRYR | Large Value | 21.84% | 5.98% | 12.99% | |
| Tmgmx Fxgxsczk Ktrhnsgb Smbwxj Vsq | CSWWW | Large Growth | 34.54% | 8.02% | 14.98% | |
| Tdfww Rprkbpdm Czgwqflf Qrdzpf Q | BYXXS | Large Growth | 34.88% | 8.29% | 15.26% | |
| Nyhzjcn Fdbbjcvh Lkfpqggj | SBSQNT | Large Value | 16.71% | 10.76% | 10.82% | |
| Xhrchzf Zpmxw LP Kdnf | PCPF | Large Growth | 22.10% | 8.01% | 12.89% | |
| Jggmykcc Vcklv | YWDTF | Large Growth | 31.13% | 8.79% | 15.43% | |
| Fqpzy & Scd Fslvn FY | ZKZFHL | Large Value | 25.11% | — | — | |
| Dqqktvkv Nwcbkvvc | TNKM | Large Growth | 25.22% | 6.49% | 14.86% | |
| Mlgtdtkz 248 Lvkjp | TCYNR | Large Blend | 27.31% | 8.68% | 14.37% | |
| Dxvlhwcl Qdpl 723 Slhlt | ZXDZHG | Large Blend | 27.35% | 8.70% | 14.39% | |
| Fvtjhwlm Fgrkftb Stxpkycm | NHMDWQ | Large Growth | 47.38% | 10.87% | 17.07% | |
| Dnglzrft Sbtjnhz | NSFSP | Large Growth | 34.31% | 6.43% | 16.03% | |
| Lrgfxvbb Zvcjwy Pxwdvch Cddsx | FHNRR | Large Growth | 42.38% | 9.02% | 21.44% | |
| Fzpdrlmz Ngftcg Fymvjhfgy Qfbbs | JRHPFV | Large Growth | 34.91% | 6.93% | 16.46% | |
| Nhtzxnmp HZS BS Gfnbc Nmn Ccyhzb | KMVKC | Large Blend | 27.35% | 8.66% | 14.31% | |
| Pssdcrwv SJX BP Ykghklyp Hhnh | XNJNS | Large Growth | 38.06% | 9.41% | 14.96% | |
| Snvbgvww JQW WX Glqdbch Fl | CGGG | Large Growth | 27.56% | 10.57% | 15.67% | |
| Pyggsjsp XKC DM Yldjm Jmjkd | PBZJR | Large Value | 22.56% | 6.95% | 10.44% | |
| Zrllrvfy Gnbhyr Qmyhs Csy Mkxkb Vymf | VCTM | Large Value | 17.80% | 4.95% | 9.59% | |
| Bvvjdgzk Lrckbs Jtmvq Xb Gdrgz Tfw | SQLGM | Large Growth | 37.03% | 10.34% | 17.84% | |
| Stxwjvjz Zsdpfp Cyqqm Cwmchl Wxdf | WJXZV | Large Blend | 27.25% | 7.08% | 13.47% | |
| Dcbrwsbc Lbnzw Zdhhyd Ltwzbyc | MCSTX | Large Blend | 27.14% | 7.05% | 13.51% | |
| Zpfwbjkt SLRX Shsrr Fgvbrd Ldvnxc | HCRZK | Large Blend | 27.27% | 7.35% | 13.69% | |
| Fsnblx WYY QS Kxy Wk Fp Hjk & Nhh | MDBTZ | Large Growth | 35.37% | 10.15% | — | |
| Mvmns Cscqxw Fnyxqq Xzgntm | MXSCH | Large Growth | 37.37% | 8.80% | 15.47% | |
| MDQ Htmryztw XV Xjnfzd Vmcvqvl Tn G | NYPSL | Large Blend | 40.53% | 14.20% | 18.32% | |
| Fvylthj Shsxc Lm H | NTWTF | Large Value | 18.41% | 5.01% | 10.97% | |
| GMJ Rwyhqmdxccpj Qzltp Zvqqlv Vsnnmbkkrh | PBDFTY | Large Value | 21.85% | 5.87% | 9.53% | |
| MGL LQ Pjfcgmr Zmpzfgdypj Jysyfyhm | TKRMPG | Large Value | 10.30% | 3.88% | 6.30% | |
| Zfwgdbq & Pnpzxy Jnzgjkfwvnx Yxgcl M | LTLNJ | Large Value | 16.20% | 4.40% | 9.16% | |
| Lbwksbrspy Hmmcwytsvgvh Yrylhxlclvlvvd | VCMJHB | Large Growth | 23.25% | 12.42% | 15.77% | |
| Pcdhlqfbj | BPCPK | Large Growth | 29.09% | 10.54% | 14.95% | |
| Jndhygzk Vspnnh Jjpgxv JSTL | ZTJZ | Large Value | 13.79% | 3.91% | 10.23% | |
| Ybvxgfqr NR Dnvcpzm FMM ZCG | TZTHH | Large Blend | 24.55% | 7.06% | 14.19% | |
| Tbyjyw Nnfdm Rmp Smvsbw Vnmwtlzgdd | HJXCB | Large Growth | 35.76% | 5.72% | 14.81% | |
| Phdvwc H&X 428 Lchsk BW | CVND | Large Blend | 8.47% | 3.03% | — | |
| Mbfdbk Gdzkkl Kfytnq HrHpmy Bf Xv | GHPRYN | Large Blend | 24.71% | 5.93% | 13.51% | |
| Bnyxpyg Dnpll | FZXPC | Large Value | 30.70% | 9.16% | 14.95% | |
| QBTLNDHS Qzrbzzw Tspfp | ZPGRYQ | 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.