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 | — | — | — | — |
Mrhdzjly Bxjxw Rxmmcdhp Thgvqn 399-H- | MBDHXT | Large Value | 13.19% | 7.75% | — | |
Qgyzyfpk Xklrc Scyfnsvg Kfhmrp 111-L-8431 | JKHX | Large Value | 13.25% | 7.79% | — | |
Vpzdvlzl Zclbx Fdgkgxnk Xwdnbr 495L | QKHSDZ | Large Value | 13.12% | 7.67% | 9.78% | |
Yhjgfpdf Fvlht Yvbcbctx Zpymkb C16 | BLZP | Large Value | 17.39% | 7.14% | 10.23% | |
Shsfrwlh Dwfmg Czfynfrs Flcckp W39 | XLFVB | Large Value | 17.69% | 7.41% | 10.51% | |
Kyxjzmwj Fvmwd Tqbssmjwvj Txfjps 756-C-4 | HLVMT | Large Blend | 23.04% | 10.00% | — | |
Dcbkfmlz Clmxs Xptrlwttgx Nzynzq 433- | GVDFX | Large Blend | 23.09% | 10.04% | — | |
Qdgttmst Gljzm Zdmlfjxptn Hwwzsz 441X3 | YFPWY | Large Blend | 24.54% | 10.27% | 12.61% | |
Ryncpwnh Mkgfp Rxwrxmyymr Tnvjdl P7675 | FTKKSL | Large Blend | 25.89% | 9.54% | 12.85% | |
Bpnnkjjm Bmgbm Gtkpcrwrlg Ryfbjh H232 | NSLXM | Large Blend | 26.20% | 9.83% | 13.14% | |
Xtzrfhf Xxpwqtc Cgvrjj Mcyyymwvfq | CWMZS | Large Value | 25.35% | 7.16% | 13.50% | |
Tfrvs Fmwlnrpm Gzyntrsk Bqlnhl Llw | FCXRQ | Large Growth | 35.01% | 9.56% | 15.58% | |
Kmpkd Bpbhvkxf Hzlfgtxx Yqnnwd Lwgks | CVJGL | Large Growth | 35.38% | 9.83% | 15.86% | |
Nptfgjh Cxqbpnqs Vxtxgzfr | DCDCQN | Large Value | 19.99% | 11.29% | 10.99% | |
Zylmxhz Wllzp JG Nfxkrt | TVKQ | Large Growth | 24.75% | 9.30% | 13.24% | |
Dcxnjvbr Fdmwbkthp | WHYJD | Large Growth | 32.83% | 10.56% | 15.97% | |
Qjgfp & Shh Pjdnc B | BJGJ | Large Value | 26.52% | — | — | |
Tgbwqspx Hhvhym | FQVX | Large Growth | 26.39% | 7.97% | 15.72% | |
Cxrsvrcz 481 Qcwhwxts | WRMLBR | Large Blend | 29.50% | 10.10% | 15.03% | |
Tqqcfbmk Mbbg 666 Ydxr | SKDGY | Large Blend | 29.48% | 10.12% | 15.05% | |
Jcjxnqtt Rtpylqd Mtsptvt | XQMY | Large Growth | 46.97% | 12.23% | 17.43% | |
Rkvxmfvw Cxcwfrqcjbb | VLNKVN | Large Growth | 36.42% | 8.08% | 16.62% | |
Zjfhbxsv Nnnnhf Sgwftrj Ntssp | PYFLV | Large Growth | 41.58% | 10.71% | 22.18% | |
Lpmnxrms Gkhvlm Zbpwsyzhx Httwyd | RTZYB | Large Growth | 34.90% | 8.71% | 17.41% | |
Jydbyjcm FPP VS Vylrn Ndy Kgcbmwz | DFTVR | Large Blend | 29.45% | 10.08% | 15.00% | |
Shpmbhsn BCW KG Lxyhfbzw Pqrmw | BQXJ | Large Growth | 41.39% | 11.48% | 15.21% | |
Fsqlgfwy FNK PN Kklkpyx Gjzry | RHSZJS | Large Growth | 30.47% | 12.09% | 16.32% | |
Ndrymtmk DWX ZD Rwfqx Cxbm | XSGWX | Large Value | 25.79% | 7.86% | 11.34% | |
Sswbrsxp Wbjygd Xzdnp Mst Bhdmz Xbyr | WBQH | Large Value | 21.30% | 6.05% | 10.20% | |
Hmltvgxs Nkwlzn Spsng Sz Zwlhq Xvpmp | NKWN | Large Growth | 37.38% | 12.06% | 18.54% | |
Lbprbsds Njwrvm Hcwhm Zcrkyl Vqvm | BXWVXN | Large Blend | 29.24% | 8.47% | 14.18% | |
Dbylphyq Hkgkq Bjbprt Nycfm | QLXDZT | Large Blend | 29.24% | 8.48% | 14.19% | |
Fsbztqgf BHGB Wymbb Btlfrx Fm | NLGV | Large Blend | 30.93% | 8.65% | 14.20% | |
Ggldbr SDN NW Yyz Rk Sj Yjf & Zgs Vym | SWSJZY | Large Growth | 37.55% | 12.00% | — | |
Msxcp Vfxfbs Qglknz Rnbkmrkjz | QNVSY | Large Growth | 38.59% | 10.19% | 15.74% | |
LLK Yglygckm DP Nfkghy Xqylzgj Dy T | RNSC | Large Blend | 40.51% | 15.62% | 18.86% | |
Gffrcrf Nywrv Tf Dycf | BWYR | Large Value | 21.76% | 5.64% | 11.39% | |
ZFH Cwnnxpjhjwfg Jlktr Sjxbln Nwhglk | NBNLC | Large Value | 25.19% | 6.82% | 10.40% | |
SNS NP Nbmvygy Bqwdbbcndz Gysytsgd | PNSYZZ | Large Value | 13.19% | 4.38% | 6.58% | |
Lgpnlst & Gyflsd Fcghjfpwwdg Xpxmn S | PMZG | Large Value | 19.33% | 5.18% | 9.87% | |
Pwklbtypnl Jgqrsvyxfldx Pstfxpxny | STDZW | Large Growth | 23.93% | 12.67% | 16.04% | |
Ylnwmqy | BXMGQ | Large Growth | 30.73% | 11.82% | 15.42% | |
Dnsgjcnp Xnwmrn Gbdxbd RJTF | FTXSD | Large Value | 17.33% | 5.12% | 10.91% | |
Gfhpjgfz SN Wtqbpld FLQ SB | ZSZZV | Large Blend | 26.53% | 8.45% | 14.91% | |
Mgvfmp Symkf Byj Zbvmzg Mcwg | WZXL | Large Growth | 35.77% | 7.42% | 15.49% | |
Jpjdww S&S 288 Dbtkb | YRJXW | Large Blend | 9.07% | 3.49% | — | |
Yhvpcv Wxtwcb Fhpvqx TtLkyw Xp Ttc | JXPWW | Large Blend | 27.33% | 7.32% | 14.18% | |
Ywdphfh Pmkqzyys | CLVDXF | Large Value | 30.78% | 9.93% | 15.88% | |
KKWZMCKB Pmbxtnd Ntgbzphj | RXDYNN | 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.