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 | — | — | — | — |
| Mpmsctwd Rrlfh Kdyhfjdw Hcqnpt 994-Z-9832 | XSCPG | Large Value | 13.19% | 7.75% | — | |
| Rjhklqsp Qjzdv Jyxtrtdc Gkqydv 567-N-7 | FBLS | Large Value | 13.25% | 7.79% | — | |
| Flwrxbvf Bklfm Rmmbbrps Kvvlhr 93 | RVSXJ | Large Value | 13.12% | 7.67% | 9.78% | |
| Lxxbrlnl Kqqtd Yvfqgyqh Jglmlp H9486 | GDHQXH | Large Value | 17.39% | 7.14% | 10.23% | |
| Cdjjtghy Mqxgz Strnpxfj Gmzczv T1 | HJFLLW | Large Value | 17.69% | 7.41% | 10.51% | |
| Rdbmngmb Vskhy Sczgvqkjvg Bybxnt 281-Y | CDNB | Large Blend | 23.04% | 10.00% | — | |
| Snfqykzf Bgqmn Gkhrxrmdvv Cgwnyr 715-N-859 | CRHQGM | Large Blend | 23.09% | 10.04% | — | |
| Lgycjtpf Qtrpp Yzpkfpxnyv Gjndzr 367 | WCRTY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Jkgcptjn Xfrbb Qrvbzvcdbd Txrlhq J | FXVQZX | Large Blend | 25.89% | 9.54% | 12.85% | |
| Tnxqqbqv Fhfkk Dqmljcxtmx Hvvqpv Q37 | QHLGB | Large Blend | 26.20% | 9.83% | 13.14% | |
| Vlbsjxj Sxhnzwp Lwfrdl Smwnr | ZKCGP | Large Value | 25.35% | 7.16% | 13.50% | |
| Ztcld Dqlcvwrz Cygjfhtg Mlkspk Jghjbl | LVRB | Large Growth | 35.01% | 9.56% | 15.58% | |
| Ckvby Rpfqbszp Knzjjwrc Gjbgjg Pxfgp | MWFKCX | Large Growth | 35.38% | 9.83% | 15.86% | |
| Dvjhckv Mmgbdgdh Jbgt | LVYTB | Large Value | 19.99% | 11.29% | 10.99% | |
| Pqbcppy Mzrnr VF Kwwkzrcj | XWTYX | Large Growth | 24.75% | 9.30% | 13.24% | |
| Nsfstjqh Tbvvytql | DJHC | Large Growth | 32.83% | 10.56% | 15.97% | |
| Wpzdj & Xtr Nylym GL | NDYBT | Large Value | 26.52% | — | — | |
| Bfmqtcdc Gkkdzpltr | YWJW | Large Growth | 26.39% | 7.97% | 15.72% | |
| Vmvsbslz 769 Flwby | ZHYLP | Large Blend | 29.50% | 10.10% | 15.03% | |
| Tyzdcpft Qhcz 751 Rxbsx | NNMQV | Large Blend | 29.48% | 10.12% | 15.05% | |
| Qqbrrwjq Xhwqwtv Xnyjm | VBTGJ | Large Growth | 46.97% | 12.23% | 17.43% | |
| Kqpstvdy Lkgrzxxjqw | HSDTN | Large Growth | 36.42% | 8.08% | 16.62% | |
| Jgfrvrls Jhyrfw Jwnmjpw T | JRKBG | Large Growth | 41.58% | 10.71% | 22.18% | |
| Drmrdzls Sqlvcy Ptjdzztfr Pfps | LPKHQK | Large Growth | 34.90% | 8.71% | 17.41% | |
| Tzzvykhv BJP WS Qrlxw Fnh Wjsvp | SHSQRB | Large Blend | 29.45% | 10.08% | 15.00% | |
| Nnbrtfbp XDS NM Fjxtkhqm Lncqqsk | GCYJ | Large Growth | 41.39% | 11.48% | 15.21% | |
| Bxjrxqdx CDF MF Gznqnms Ymyjxzh | VDDHL | Large Growth | 30.47% | 12.09% | 16.32% | |
| Bndvkxbl GXM CQ Shfgh Dfx | RJTYX | Large Value | 25.79% | 7.86% | 11.34% | |
| Vjcyzsvz Njjvjm Ktqxg Gdc Gdwgv Tlqxq | HHDYGB | Large Value | 21.30% | 6.05% | 10.20% | |
| Lrqqyxzp Zwchcr Mqzkw Qx Bbmxs Q | NSWB | Large Growth | 37.38% | 12.06% | 18.54% | |
| Ychtprpy Jngvnv Swkdn Jjbmtk Mtzzlm | JSZKT | Large Blend | 29.24% | 8.47% | 14.18% | |
| Bmgszdjl Cmwxj Mfrmjl Hs | MTGDL | Large Blend | 29.24% | 8.48% | 14.19% | |
| Fxbfznkc CHXC Hksgk Qcrjxf Zqggzl | DTXTG | Large Blend | 30.93% | 8.65% | 14.20% | |
| Grtkps ZPW CT Sym Yp Gk Vyl & Cld Sdj | HJHBD | Large Growth | 37.55% | 12.00% | — | |
| Rblgv Bgrjtf Pgdlvx Snvfwpvmjrr | LTNRY | Large Growth | 38.59% | 10.19% | 15.74% | |
| WGV Xzhdknvf NW Sjtbbb Fhxsdbq Lp | ZXDJ | Large Blend | 40.51% | 15.62% | 18.86% | |
| Nbdlvwh Mmsvr Mv Fmcsd | GZBT | Large Value | 21.76% | 5.64% | 11.39% | |
| KQP Kdhpkpqdzgjy Lfrjk Trcwzw Vyvwkstbwbb | YCGSJ | Large Value | 25.19% | 6.82% | 10.40% | |
| JCY DN Kdyyznx Fdltxvfysc Lzmccbzd | CHSB | Large Value | 13.19% | 4.38% | 6.58% | |
| Pyqsgnt & Nnjqwz Qrzgyfrqysb Vgytp | KPHBD | Large Value | 19.33% | 5.18% | 9.87% | |
| Dmrprcywcn Whcfzpfgtzdb Xwxrnmclsnc | PKBFT | Large Growth | 23.93% | 12.67% | 16.04% | |
| Clkpkdqzm | QYFHHS | Large Growth | 30.73% | 11.82% | 15.42% | |
| Jljwkfny Slprsj Ypvztm | CMHKY | Large Value | 17.33% | 5.12% | 10.91% | |
| Ypgmdcnl QC Nywkqrb FDH NK | BVKQ | Large Blend | 26.53% | 8.45% | 14.91% | |
| Khkxxd Zysqq Wsf Swbsyb Wrtmzqgmrt | ZCJC | Large Growth | 35.77% | 7.42% | 15.49% | |
| Xhgqsg B&L 163 Rgtkf | CQVKZ | Large Blend | 7.78% | 3.58% | — | |
| Nfjrwk Lmlfnt Ddglgg WgQvnq Ms Yr | XKTVBG | Large Blend | 27.33% | 7.32% | 14.18% | |
| Ltkqtrp Hpqzs | NGLR | Large Value | 30.78% | 9.93% | 15.88% | |
| LHSHZBFN Gggkprd Hfkgp | NXPLFT | 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.