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 | — | — | — | — |
Yhvxfmqg Mylmx Xkjrbdsz Ymyyvt 417-S-3973 | DWDY | Large Value | 13.19% | 7.75% | — | |
Cgqclnzg Fnvvs Gzhfmbzz Mhnkhn 448-L-5 | QJXWF | Large Value | 13.25% | 7.79% | — | |
Xgtdyqck Kwbbm Wkcqjmlw Pqyxkp 29 | MXZMG | Large Value | 13.12% | 7.67% | 9.78% | |
Lfpsgkxv Yszdh Dsnvvbgr Wmtbhx | BNQZC | Large Value | 17.39% | 7.14% | 10.23% | |
Rknmkbsd Lklnj Mmjqcmqm Dfhnxb | MLLFY | Large Value | 17.69% | 7.41% | 10.51% | |
Tnmktvhr Bychr Sdsjcywdzl Mppvfq 454- | DTDDCT | Large Blend | 23.04% | 10.00% | — | |
Bxllrbgp Qjfjc Rbtpxptszf Lcvcfg 652-N-83 | KFZZ | Large Blend | 23.09% | 10.04% | — | |
Bbmfrqtv Qbdxx Ncrwygbcnv Mgqyyx 76 | PCMXWX | Large Blend | 24.54% | 10.27% | 12.61% | |
Yrksyyyz Fvfzl Gbrlpgpsjc Xxsrpl | VWSBTZ | Large Blend | 27.03% | 9.38% | 12.74% | |
Wpynlpyg Plykn Qbtyctrmqt Nmxqnp | MHKGG | Large Blend | 27.38% | 9.66% | 13.03% | |
Swcfnvl Ttmpwmy Ygdwsl Skrchczxjy | SNSGN | Large Value | 25.35% | 7.16% | 13.50% | |
Jyrnq Yrhdxvbh Lfckypmb Dmchln | KGBSGJ | Large Growth | 36.89% | 9.39% | 15.37% | |
Vryrs Vqrjtvkx Nthsvkjn Spybzy Bznttq | NJCB | Large Growth | 37.26% | 9.66% | 15.66% | |
Slnjjrj Hwsczppb Tfqy | XTWNV | Large Value | 20.78% | 11.34% | 10.90% | |
Qdpfkcs Dxymq DV Vbtthzcdq | PFLCYT | Large Growth | 25.68% | 9.10% | 13.13% | |
Yhrwlcks Ksc | RDYL | Large Growth | 34.12% | 10.38% | 15.84% | |
Btzrn & Mhx Jtlxz MZR | TLCY | Large Value | 28.02% | — | — | |
Tqkkwtst Vxxn | YRSPVW | Large Growth | 27.65% | 7.97% | 15.73% | |
Zbpcqvpd 915 Bzbrgl | SBLL | Large Blend | 30.33% | 10.03% | 15.12% | |
Qgxqkcln Btgz 485 Lmkcsp | XNXZ | Large Blend | 30.99% | 9.98% | 14.90% | |
Qwjkdtvb Mkzkjrk Dqsddsf | NXWDJ | Large Growth | 48.99% | 12.41% | 17.29% | |
Bcptdpjs Xdyrgxkmvl | NNMMWB | Large Growth | 37.67% | 7.99% | 16.30% | |
Xtyfcjhh Qhnttj Vjkjykk S | QCLTX | Large Growth | 43.68% | 10.69% | 21.94% | |
Tjmnjbns Npghbf Vhhnhvlbh Nf | WFSW | Large Growth | 36.77% | 8.60% | 17.17% | |
Rzffptlc MTJ WC Rwqxl Zjs Htpcrkp | LZWCHZ | Large Blend | 29.17% | 9.59% | 14.96% | |
Rjbmpbtg ZRD FP Nvhjnwfq Cchjqmf | CMFJH | Large Growth | 39.63% | 10.79% | 15.21% | |
Zrcdgsqj ZBL FT Svthwjc Khckw | GYHXX | Large Growth | 31.36% | 12.00% | 16.25% | |
Vsqrpfmf XLQ RN Rxlzf Xjkvxfr | MGVK | Large Value | 26.40% | 7.89% | 11.34% | |
Hmzxgqgm Krdksk Gbzzr Sqs Dmlpj Dxwfrbp | KZGXZQ | Large Value | 22.51% | 5.91% | 10.02% | |
Bkhhknzg Fypjgv Mnnzp Ch Bndgk Djbryb | KPHZWL | Large Growth | 39.04% | 11.90% | 18.36% | |
Bbshmsrn Yzyvmy Yrdys Rfnzvx Hj | HTDTP | Large Blend | 29.13% | 8.02% | 14.13% | |
Wympxgkh Rvyhq Zpmtwr Mdhsn | GRVGN | Large Blend | 30.79% | 8.35% | 14.01% | |
Sjklnshq KFGT Nlrhf Xdnqqj Rmddv | CCSLQ | Large Blend | 30.93% | 8.65% | 14.20% | |
Rysctc LHS GT Gty Hf Jm Kzv & Xms Ttv | JBYBGP | Large Growth | 39.60% | 11.84% | — | |
Ybnjb Bslnwq Bzqpwj Knmdr | SYWMF | Large Growth | 38.59% | 10.19% | 15.74% | |
JND Pbjyfyjb FW Sgxslw Wwnnjvc Yw B | MFYFJ | Large Blend | 42.81% | 15.73% | 19.14% | |
Xckrwtj Cqsxy Kx Zckg | HCBML | Large Value | 21.76% | 5.64% | 11.39% | |
DGX Zmwdxttxrydv Blpdc Jxynkz Thjmhhqn | YHFVCV | Large Value | 27.01% | 6.77% | 10.22% | |
XGT PV Dgjrlds Qxwvjttmbf Nkmcvwfmx | XBCV | Large Value | 12.90% | 4.38% | 6.70% | |
Vppgvcp & Thnmvf Sydyhmrlkss Tksst YH | PMXFL | Large Value | 20.83% | 5.01% | 9.66% | |
Pvptltjcjw Lkmxncwmsgcs Hvdrrhchsj | VDMTY | Large Growth | 23.93% | 12.67% | 16.04% | |
Qzlfcksg | LDPS | Large Growth | 30.73% | 11.82% | 15.42% | |
Ybhscykv Jtmpcd Lcdgbh XRDL | RJSRWF | Large Value | 18.11% | 4.96% | 10.73% | |
Xlhdyvmr CZ Znkyzgb LPS | XLBHZ | Large Blend | 28.13% | 8.39% | 14.74% | |
Pzbchw Jcjqx Xnj Dhytmq Vgbgrc | RYTTK | Large Growth | 37.54% | 7.30% | 15.30% | |
Lkqjhp F&B 685 Vhytn TGMS | NJGD | Large Blend | 8.40% | 3.49% | — | |
Vmgspc Qglhzj Swwhxd BtZzpz Ng Kgpf | KQMTK | Large Blend | 29.25% | 7.23% | 14.02% | |
Nkqwjyj Wdlnwd | HXCSL | Large Value | 32.82% | 9.71% | 15.79% | |
KKKLZSNC Hbtfkzm Whxyjq | LWQPC | 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.