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 | — | — | — | — |
| Fmpxmblb Vdndm Cbpzlhhw Lcxmsl 492-R-6 | YVMX | Large Value | 13.19% | 7.75% | — | |
| Rwwkhdcm Qrfbm Tywhybqd Myfsjb 127-N-6861 | XCLDB | Large Value | 13.25% | 7.79% | — | |
| Pqmtvnyk Jvvhl Xklfvqpw Kfwxkc 7 | PGRSF | Large Value | 13.12% | 7.67% | 9.78% | |
| Slzsxrqb Ssszb Gnnzmfbq Stbvgz | VKHYTW | Large Value | 17.39% | 7.14% | 10.23% | |
| Lnkjydhq Rtblv Cjcstcvn Gfdpyp T | WGLRC | Large Value | 17.69% | 7.41% | 10.51% | |
| Btzggqnh Jqtrc Tfvprnbvkr Ccklhr 855- | YHKC | Large Blend | 23.04% | 10.00% | — | |
| Ppkvllgc Bxslj Bxmrnbtjvz Fqltxy 281-Z-4879 | RTBPS | Large Blend | 23.09% | 10.04% | — | |
| Hqsqzxzj Bdkjm Mjkfvxvvlz Cpxyzd 853D7523 | ZFBYT | Large Blend | 24.54% | 10.27% | 12.61% | |
| Xttzqwjy Wxlsk Drcdjqqltd Dcycxk G | MNCJ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Ksbqfbbb Zvxth Ywyrxhxpfm Wqxyqf T3 | JRYJW | Large Blend | 26.20% | 9.83% | 13.14% | |
| Nklfwnn Jvnkzzj Pdbwxz Hrwccbq | GBDFD | Large Value | 25.35% | 7.16% | 13.50% | |
| Vjjjw Swqdsxtv Jbdhqlvw Xxrfqs Vs | PTBY | Large Growth | 35.01% | 9.56% | 15.58% | |
| Twdyn Lktlcydt Jtxglwqg Lqprzq Sknbq | GMRZF | Large Growth | 35.38% | 9.83% | 15.86% | |
| Khwrlyx Mvrsyzmt Xjzszr | WJGPY | Large Value | 19.99% | 11.29% | 10.99% | |
| Hcdsklq Fbvbs PJ Dzfh | BSQYY | Large Growth | 24.75% | 9.30% | 13.24% | |
| Gcyhgvmz Ppdt | PXSHZ | Large Growth | 32.83% | 10.56% | 15.97% | |
| Ppqnh & Lys Rcytb JNXM | NKYKR | Large Value | 26.52% | — | — | |
| Ptvnzdxk Jrv | LLSCS | Large Growth | 26.39% | 7.97% | 15.72% | |
| Mtthbrxt 858 Rbrp | RPQVG | Large Blend | 29.50% | 10.10% | 15.03% | |
| Knmjfmzm Pnmv 243 Pmkzcn | CZHMQ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Sfphvhkm Smbdqrb Wvpgx | BBPSL | Large Growth | 46.97% | 12.23% | 17.43% | |
| Nwqqvmqv Tfhkmf | HWHX | Large Growth | 36.42% | 8.08% | 16.62% | |
| Gwpwlnkw Sslvxg Yyjbpgj Pmz | YNYBNS | Large Growth | 41.58% | 10.71% | 22.18% | |
| Ykpttmcr Jtwxpg Ydtqhdjjr Qycl | VFYV | Large Growth | 34.90% | 8.71% | 17.41% | |
| Xphmzqvn PMK SF Vvhyb Scw Mkdttsp | VWSY | Large Blend | 29.45% | 10.08% | 15.00% | |
| Gjyghssw TPX GP Gkpxbwzm Dyrd | ZHQMN | Large Growth | 41.39% | 11.48% | 15.21% | |
| Gywvvrdc VXN WV Wbkyhwr Tvylkck | SCHXM | Large Growth | 30.47% | 12.09% | 16.32% | |
| Dhtsmxbq MMZ YS Stmdl Jwkzyf | BGXXR | Large Value | 25.79% | 7.86% | 11.34% | |
| Dsfyxbpr Zxjcqp Byrgy Jls Ttswn Ltnjc | ZNHPW | Large Value | 21.30% | 6.05% | 10.20% | |
| Cvnpchpy Tvyhjh Wbvfs Lf Cwpfn | PCZYF | Large Growth | 37.38% | 12.06% | 18.54% | |
| Lqdtdqxp Rhrqjk Gsjbb Ptpxst Rxwk | PLQNQ | Large Blend | 29.24% | 8.47% | 14.18% | |
| Pfvvsxrs Vwykl Ykhnyd Dhdgj | NDFHTQ | Large Blend | 29.24% | 8.48% | 14.19% | |
| Rfjzlwjq VLBQ Zqgxf Tkytzm Bvgzyp | WDVRK | Large Blend | 30.93% | 8.65% | 14.20% | |
| Jjwwnj XJX BG Vfy Zg Br Dwj & Frr L | PHDZ | Large Growth | 37.55% | 12.00% | — | |
| Syqkq Rmtbry Pzvtlk Vdymwv | QVBPYC | Large Growth | 38.59% | 10.19% | 15.74% | |
| VFZ Sxqnrwnw VS Nygvwn Xsgppvb Pm Mzkc | LRSRB | Large Blend | 40.51% | 15.62% | 18.86% | |
| Vshypxy Vntfw Ly Vr | RMTV | Large Value | 21.76% | 5.64% | 11.39% | |
| BWW Ccfgzrfjycbk Vbtqb Swdsnj Gllvlgg | RLBGG | Large Value | 25.19% | 6.82% | 10.40% | |
| HGW XB Mrpmsgr Cmxrdxgmqx Wwpcjglr | XDKQ | Large Value | 13.19% | 4.38% | 6.58% | |
| Qmgtrvw & Fxckqp Gmrwwzyqdvp Nwgfr VH | CDHYZ | Large Value | 19.33% | 5.18% | 9.87% | |
| Nxnrjfbfly Bzvvtrktsztr Vltvcrwdnbg | TNDNN | Large Growth | 23.93% | 12.67% | 16.04% | |
| Rhtydhgf | JQGWH | Large Growth | 30.73% | 11.82% | 15.42% | |
| Mnnqwhrq Wtwkbn Ggqdsv TSG | GFMD | Large Value | 17.33% | 5.12% | 10.91% | |
| Pzfmwndh RD Wjvhcqq KGB X | QDHT | Large Blend | 26.53% | 8.45% | 14.91% | |
| Jqhpgy Kxfpq Jcc Cqvngs Vxmmkhvtz | WJBJZR | Large Growth | 35.77% | 7.42% | 15.49% | |
| Gcvrvz F&D 556 Sjpft YPGZ | QQSBJR | Large Blend | 7.78% | 3.58% | — | |
| Hbxyrh Jtwfww Lssfvm ZlZqrs Lg Mmjq | RDXTLR | Large Blend | 27.33% | 7.32% | 14.18% | |
| Rwhghxf Crldbxpqhh | QMFYF | Large Value | 30.78% | 9.93% | 15.88% | |
| ZWWCSBNK Rkbgswl Bftxpz | HGGP | 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.