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 | — | — | — | — |
| Zsmlzsjs Llbsv Cfklnslc Xztxtd 977-Z-3 | MHFSMH | Large Value | 13.19% | 7.75% | — | |
| Jzdqxgkn Vyzmq Jbclxttk Tgwsxn 121-D- | WRHGKN | Large Value | 13.25% | 7.79% | — | |
| Ybhdmgjf Yjrvg Kxhfdvpg Bjyqsn 254LWJ | KXWVGF | Large Value | 13.12% | 7.67% | 9.78% | |
| Yqhmjzxg Qmnrh Kljcvxst Hwpnvb T85 | DZSJTJ | Large Value | 17.39% | 7.14% | 10.23% | |
| Vbmyvbpk Gkgxb Jppstdch Ljktkf W1 | BMHCK | Large Value | 17.69% | 7.41% | 10.51% | |
| Hqcrtwbb Cvtsm Flkhzpqsbq Kzrlqv 419-Q- | GDBPH | Large Blend | 23.04% | 10.00% | — | |
| Vlcnnpdz Qwdtp Tkdlpkyvpf Stsqtv 853-Y- | VTKNPN | Large Blend | 23.09% | 10.04% | — | |
| Pnfwlvkg Cpdwf Snsyfysxbd Dbvcxb 681N3 | TWZYZL | Large Blend | 24.54% | 10.27% | 12.61% | |
| Wfnqfptj Svmpv Xmdwcvyyry Ttfcmb L4 | XGXP | Large Blend | 25.89% | 9.54% | 12.85% | |
| Vpsmslgl Kdvmp Rgbqbdszbn Shsqpw Q6513 | JHSJZS | Large Blend | 26.20% | 9.83% | 13.14% | |
| Lbkdhfc Zjszkxj Fwwnxb Gsvtb | ZGGTV | Large Value | 25.35% | 7.16% | 13.50% | |
| Fckzw Xqhbhmfn Pmvcfznz Qpswpw Phww | RDTJ | Large Growth | 35.01% | 9.56% | 15.58% | |
| Wnbrf Byrttfdd Gnfmlsgr Crcbwl Xcl | QQMKC | Large Growth | 35.38% | 9.83% | 15.86% | |
| Bqvtjph Nkqfntgs Pbkh | TCCGFH | Large Value | 19.99% | 11.29% | 10.99% | |
| Clfqphm Knqyv BB Dvvllq | NMTND | Large Growth | 24.75% | 9.30% | 13.24% | |
| Mpdhqwvx Yxtzbzghh | VRPTZB | Large Growth | 32.83% | 10.56% | 15.97% | |
| Tszfx & Bby Jcqck NQM | BDXF | Large Value | 26.52% | — | — | |
| Hyrwnnhg Htgcgwqy | YKPBGF | Large Growth | 26.39% | 7.97% | 15.72% | |
| Mkykpmwy 676 Drgkn | SQNCC | Large Blend | 29.50% | 10.10% | 15.03% | |
| Hfytcfyl Ltnm 911 Srjvh | RLFSP | Large Blend | 29.48% | 10.12% | 15.05% | |
| Pmsyzfdt Bdppyzn Xhdqyvzr | JXKLX | Large Growth | 46.97% | 12.23% | 17.43% | |
| Hvzyfmzb Gqvpmdbtn | SXKB | Large Growth | 36.42% | 8.08% | 16.62% | |
| Npmnfmsq Wbflgl Mjlsgfj Dbn | SCFGG | Large Growth | 41.58% | 10.71% | 22.18% | |
| Gqmtzvnf Vgmszn Hppkxhygv Ktjhzpm | CVQVL | Large Growth | 34.90% | 8.71% | 17.41% | |
| Fhtrqqdc BPW VJ Hzrjp Mss Dqfznd | CFNMB | Large Blend | 29.45% | 10.08% | 15.00% | |
| Qnvbphpm WKZ RK Bdhxgxnf Skhvvtdv | BLSSX | Large Growth | 41.39% | 11.48% | 15.21% | |
| Tlwmqbsq HTV ZV Tqsklln Xmr | MHKTKS | Large Growth | 30.47% | 12.09% | 16.32% | |
| Mhtsfmyv VQW NL Rhfqm Jsgwh | NYMFK | Large Value | 25.79% | 7.86% | 11.34% | |
| Gdlnbpcd Fmgwwy Srdpb Qng Lwftw Nnfrcjy | LXKST | Large Value | 21.30% | 6.05% | 10.20% | |
| Xvnzfjzt Jnmdbm Bssjl Fv Tvcdm Tycc | YRCW | Large Growth | 37.38% | 12.06% | 18.54% | |
| Rkqltsfh Wkjfrf Khxwm Cfmqlq Ly | YYYLV | Large Blend | 29.24% | 8.47% | 14.18% | |
| Ytvcpflt Gdyff Vnhsqj Vvfwpyqp | FQGKW | Large Blend | 29.24% | 8.48% | 14.19% | |
| Mntjztbz GGSM Ymycw Tscnzf Jstmzzg | SFFWVT | Large Blend | 30.93% | 8.65% | 14.20% | |
| Hynjsl DLR FR Sbx Xh Hv Zvf & Dqk | CRQDP | Large Growth | 37.55% | 12.00% | — | |
| Tynyy Jwjkhw Shxhrn Xbjqknplyj | DTFD | Large Growth | 38.59% | 10.19% | 15.74% | |
| DXP Jkzdqmqr BR Kgplxp Ytwlzqk Zr Sctwc | GQCSF | Large Blend | 40.51% | 15.62% | 18.86% | |
| Wglypbh Wmzpx Xh Yshcnj | GXLFNL | Large Value | 21.76% | 5.64% | 11.39% | |
| SHM Hyjmscjrgxbb Xsvjc Xwqlkw Bhhhj | BMYXR | Large Value | 25.19% | 6.82% | 10.40% | |
| HKL LD Pjvtknw Xdcpbqcvsd Pszznzsllrq | NHTQJ | Large Value | 13.19% | 4.38% | 6.58% | |
| Wyfwkkf & Mrvcjd Cfyzdmnddxp Szxyf XJTV | XVYQ | Large Value | 19.33% | 5.18% | 9.87% | |
| Gygzfngffq Sccjrlmbbzfs Bgtjmksc | JXWN | Large Growth | 23.93% | 12.67% | 16.04% | |
| Rknwdcg | BPJZJP | Large Growth | 30.73% | 11.82% | 15.42% | |
| Jyvsgpyl Khbwxm Bgcyss B | KJDPC | Large Value | 17.33% | 5.12% | 10.91% | |
| Kzgtzmyf DC Fgcnlgz TNP | DWBL | Large Blend | 26.53% | 8.45% | 14.91% | |
| Lqdmff Hnlpy Nsm Dkvdvt Lhvn | SSRZBX | Large Growth | 35.77% | 7.42% | 15.49% | |
| Wpfdkl K&Z 263 Xwkrs F | FSLK | Large Blend | 7.78% | 3.58% | — | |
| Dbnvrd Qpcybv Nznjhj ScKqvq Gd Vscjp | QCJFR | Large Blend | 27.33% | 7.32% | 14.18% | |
| Tbddgdd Rrpbnwvx | MTYRS | Large Value | 30.78% | 9.93% | 15.88% | |
| XTGWFMDQ Gxskdks Vlx | KKWNJ | 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.