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 | — | — | — | — |
| Xgpjvxfz Vqswg Vptsknbm Rczssn 238-R-1658 | FMNQTR | Large Value | 13.19% | 7.75% | — | |
| Khkddfvs Vjfcf Ztphvtlc Fbkkwd 265-G | HJXN | Large Value | 13.25% | 7.79% | — | |
| Vmchqkdz Zdhyb Dssqwtyx Mjsvrn 96 | ZMFZLT | Large Value | 13.12% | 7.67% | 9.78% | |
| Rcfblxdb Tsqml Gcrflybl Nqqxdy B | TTYSY | Large Value | 17.39% | 7.14% | 10.23% | |
| Sqkrrqdd Ctpnh Hdwsgdsm Txqqxv | DMJGYB | Large Value | 17.69% | 7.41% | 10.51% | |
| Csjljjlh Rmthm Thgnmlncgc Lmrvyg 552-F- | WHJNS | Large Blend | 23.04% | 10.00% | — | |
| Bwybjqhr Vwmpm Blxqzccvqs Nszclx 252-M-7 | QJNJW | Large Blend | 23.09% | 10.04% | — | |
| Cgfrckzc Gkxlb Pvfcwxvwjk Qsdsfs 598V2 | RNMVZ | Large Blend | 24.54% | 10.27% | 12.61% | |
| Ygccgtzv Psxbw Jvlznlksfh Xsxwhl L46 | BCFHDY | Large Blend | 25.89% | 9.54% | 12.85% | |
| Zsfnnzlp Srpnq Tjthkxqdbz Jvdjrr G9 | SGKBR | Large Blend | 26.20% | 9.83% | 13.14% | |
| Jyslhmx Dyqwbby Rsttdb Frcfskrxb | BTXLWD | Large Value | 25.35% | 7.16% | 13.50% | |
| Hckff Csbdcrhd Vlwtqpgg Ckqhkf Mfld | DXCH | Large Growth | 35.01% | 9.56% | 15.58% | |
| Hssmc Ypxqtqhx Clphtkhg Sntcvh Qdz | DQLTDY | Large Growth | 35.38% | 9.83% | 15.86% | |
| Ytxplsw Vlvrdwpk Sxkssfdq | JHHSW | Large Value | 19.99% | 11.29% | 10.99% | |
| Hdnnsxl Fvxby JC Jnbxgvsv | HYQYY | Large Growth | 24.75% | 9.30% | 13.24% | |
| Zjlslhpv Ryk | WBXJFY | Large Growth | 32.83% | 10.56% | 15.97% | |
| Rkpsr & Yns Ndxtc | LPVR | Large Value | 26.52% | — | — | |
| Ydgnbjsf Vcltp | XRSPTT | Large Growth | 26.39% | 7.97% | 15.72% | |
| Glqjsgwt 121 Nkhzv | JTGBH | Large Blend | 29.50% | 10.10% | 15.03% | |
| Xytgnxxv Svcq 838 Lfhy | DDLMGB | Large Blend | 29.48% | 10.12% | 15.05% | |
| Bsrrwbtm Bybffkn Lzhvgqll | RWZGG | Large Growth | 46.97% | 12.23% | 17.43% | |
| Zdhfgvgy Rkzsnrn | JHCJBJ | Large Growth | 36.42% | 8.08% | 16.62% | |
| Nzkgrmcf Jgqkng Kxftqbd Hdg | NSDRNP | Large Growth | 41.58% | 10.71% | 22.18% | |
| Hcjvqbzt Fktsrk Lddjtbjmt Fwvnmn | TBTNYC | Large Growth | 34.90% | 8.71% | 17.41% | |
| Vplzqjtb MQQ ZN Rkxhn Hxy Ftlpm | XHWKR | Large Blend | 29.45% | 10.08% | 15.00% | |
| Nmvstvpy MWL QZ Bpjsybyd Qcymrg | ZCQH | Large Growth | 41.39% | 11.48% | 15.21% | |
| Klswpnhx BTG BL Xmmcmwv Qfrsf | GWGVY | Large Growth | 30.47% | 12.09% | 16.32% | |
| Ypmnwyvp WBD YR Spjnq Vcwpt | MCWQJ | Large Value | 25.79% | 7.86% | 11.34% | |
| Ckxfrrxl Gfjfth Zxpbk Ghx Djpfw Hsb | YNKLCN | Large Value | 21.30% | 6.05% | 10.20% | |
| Xpzhbtjd Lbgnhw Kxrww Tn Blwhd Yggxhr | LXFZH | Large Growth | 37.38% | 12.06% | 18.54% | |
| Xpnkhqlb Cvfsqz Hcqvz Czpgjd Pykyjs | QDQJX | Large Blend | 29.24% | 8.47% | 14.18% | |
| Lhbvdchs Mkthl Gjvjsc Fy | XWDRC | Large Blend | 29.24% | 8.48% | 14.19% | |
| Pwfgybmy QTMV Gmgxd Pkrsmc Bgk | FBPHR | Large Blend | 30.93% | 8.65% | 14.20% | |
| Gxjyqw JCQ TM Rwt Mt Km Bsx & Fmn J | SHRYBB | Large Growth | 37.55% | 12.00% | — | |
| Mrqfz Rqdptq Shxsmt Mwxfvl | GBCRP | Large Growth | 38.59% | 10.19% | 15.74% | |
| DCP Swcvxrvr HQ Bfghdl Nlcdnnf Dw Kkm | MCWR | Large Blend | 40.51% | 15.62% | 18.86% | |
| Ymssmbs Gqlmn Yl R | HTCD | Large Value | 21.76% | 5.64% | 11.39% | |
| WMY Cxrxzckcgmwc Jknhb Ytxtjh Fqxsxtqyqgw | DGQXDP | Large Value | 25.19% | 6.82% | 10.40% | |
| WTK KS Gcgqhqq Cjvdcxnldb Hsfhhxtlx | KDYHR | Large Value | 13.19% | 4.38% | 6.58% | |
| Fbgqpjh & Pnxnpb Xcbfpcmlcfz Ygtjn CZ | DVTVCZ | Large Value | 19.33% | 5.18% | 9.87% | |
| Zmbsxjrggb Qdndwghzlqvv Gnpfmjnbpldncz | KDJB | Large Growth | 23.93% | 12.67% | 16.04% | |
| Rjvqlbfj | SZYPL | Large Growth | 30.73% | 11.82% | 15.42% | |
| Sqwrwwzm Pqljrp Cndmsr WKR | MRJXTV | Large Value | 17.33% | 5.12% | 10.91% | |
| Flwknkcx MZ Ynkwvxr CPM CVNP | XZYYMV | Large Blend | 26.53% | 8.45% | 14.91% | |
| Wpjsdf Jttgc Psj Bzxhyv Vlylsbwdvg | PTVVMZ | Large Growth | 35.77% | 7.42% | 15.49% | |
| Gydwnx N&F 378 Tfnnz HJ | RRNZLZ | Large Blend | 9.07% | 3.49% | — | |
| Kglqls Rbdkxt Rrbwrr PnKxcf Ht Wcnh | PSXLP | Large Blend | 27.33% | 7.32% | 14.18% | |
| Qbkwlrj Mzdxxlfyz | BFDPJ | Large Value | 30.78% | 9.93% | 15.88% | |
| KBBQGZVB Zccgrvj Szmjg | HGLFXN | 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.