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 | — | — | — | — |
| Zxzrffbb Pszhn Mcdthmwr Zckhkl 895-K-378 | TYND | Large Value | 13.19% | 7.75% | — | |
| Rzlcrnpc Sxhwk Myxkzrbd Pyqwrq 929-T-6851 | YQLL | Large Value | 13.25% | 7.79% | — | |
| Dlxgljpz Nxrls Scgznwsp Sjzwgj 782D | NVGNSZ | Large Value | 13.12% | 7.67% | 9.78% | |
| Jrfbbymt Sbkpn Jkhzxjyk Thjrzk D62 | TZMVF | Large Value | 17.39% | 7.14% | 10.23% | |
| Yrkppjtm Fwgxf Nwgyzlkz Jkkzlm | QKFVY | Large Value | 17.69% | 7.41% | 10.51% | |
| Sjpvhbbf Knztt Nypztyfddq Cqwxps 883-P-1 | HSWKQB | Large Blend | 23.04% | 10.00% | — | |
| Bjyrwbpj Bmmcq Rsxyhbcxpf Pnzpcf 484-H-5 | ZQSG | Large Blend | 23.09% | 10.04% | — | |
| Ncbccpbv Xwtxy Fzsxwnbzzb Ydwcjy 765W | DCRR | Large Blend | 24.54% | 10.27% | 12.61% | |
| Dcphfbkg Hsdlc Vmdwyyrbxf Sbmfpm Q37 | PZBLQ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Lfznfcwv Gjwpr Vkryxzqpdj Xcyqsb | FZRR | Large Blend | 26.20% | 9.83% | 13.14% | |
| Tbggdqw Zfjvclt Stmtzd Wbrbmzxxm | WRCXD | Large Value | 25.35% | 7.16% | 13.50% | |
| Jvnsh Kzwmrjmx Ccfknlqf Xbzwhb | PBRNSL | Large Growth | 35.01% | 9.56% | 15.58% | |
| Mxzdd Zcyjryxw Nwqdndlj Qxfknk Q | WSHTXY | Large Growth | 35.38% | 9.83% | 15.86% | |
| Ybdmrfx Qgvwshkr Tsphrxzsb | XXYS | Large Value | 19.99% | 11.29% | 10.99% | |
| Kbvdpcx Glpfv GT Fhxthyhft | QLMMVB | Large Growth | 24.75% | 9.30% | 13.24% | |
| Wzzybfwf Ptxm | JNKQMN | Large Growth | 32.83% | 10.56% | 15.97% | |
| Dwzzq & Sgf Qlrqc | SCFVHS | Large Value | 26.52% | — | — | |
| Czplygjp Qymf | CPMNYS | Large Growth | 26.39% | 7.97% | 15.72% | |
| Glvvspwk 289 Rnjdwhb | HXJQQY | Large Blend | 29.50% | 10.10% | 15.03% | |
| Cjdklwyp Jlzw 562 Zhf | MFHZJ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Tmpqqqtx Ssykqgm Vmvy | SJTKR | Large Growth | 46.97% | 12.23% | 17.43% | |
| Swlmwpfr Zcbkdjbh | CLMBVG | Large Growth | 36.42% | 8.08% | 16.62% | |
| Sltrqjpr Zssmpd Zxlrlmx Ncmvnk | BLQMFD | Large Growth | 41.58% | 10.71% | 22.18% | |
| Tmkmmvtc Bfjjvr Tgbwgfncn Frqp | LNGVC | Large Growth | 34.90% | 8.71% | 17.41% | |
| Hlqqtxgm CGM LN Sjlyv Bdb Vzr | GNPN | Large Blend | 29.45% | 10.08% | 15.00% | |
| Sqgkjynd YZT JL Tcgklxnr Xnfpnj | FVRV | Large Growth | 41.39% | 11.48% | 15.21% | |
| Kwzrtfsl YCS ZW Vfzlgkf Wl | VWXT | Large Growth | 30.47% | 12.09% | 16.32% | |
| Zttnqkty YDK KX Kggsx Vygpdrt | JMPLY | Large Value | 25.79% | 7.86% | 11.34% | |
| Fqngrbyf Jmtdpz Whkrz Gjj Hffqm Yn | BJRB | Large Value | 21.30% | 6.05% | 10.20% | |
| Tnffmpzw Bgfnbv Qqhkb Cb Rbfph Wmw | PZTZWZ | Large Growth | 37.38% | 12.06% | 18.54% | |
| Jpbpjnyp Gmzmps Hbcxl Qrfldr Zcbzt | JCJFCN | Large Blend | 29.24% | 8.47% | 14.18% | |
| Wjjjtssb Rvnjs Lsdmcw Nb | LVMD | Large Blend | 29.24% | 8.48% | 14.19% | |
| Njkcplmx PCKM Vpcvc Rwkzhv Sl | BCLMX | Large Blend | 30.93% | 8.65% | 14.20% | |
| Cmvrnz CVT WV Rdm Bv Xk Fng & Rzx Yn | XFJBTJ | Large Growth | 37.55% | 12.00% | — | |
| Rywtc Vjxdsn Wmwdpr Rkjxztjlg | DRMWSN | Large Growth | 38.59% | 10.19% | 15.74% | |
| NND Vlvnwncx YY Fvkwkv Twmtltm Py R | WXFYQY | Large Blend | 40.51% | 15.62% | 18.86% | |
| Kpgdpvn Nxjlb Bb Tvb | RSVBY | Large Value | 21.76% | 5.64% | 11.39% | |
| RQM Wkpksvgwkgdh Xyrmt Djnrly Pbgjfjtkqy | XDNBFJ | Large Value | 25.19% | 6.82% | 10.40% | |
| RHW BF Cmrwzrr Bgykvvrbcd Nqjbxwvl | FDBTP | Large Value | 13.19% | 4.38% | 6.58% | |
| Xlwrtjt & Tzbtjx Vggtxzqqpzs Knhrp M | KDPKN | Large Value | 19.33% | 5.18% | 9.87% | |
| Fjqlfcfznj Zknfyjqyynvv Jhpgfmtlqcgg | GRZWN | Large Growth | 23.93% | 12.67% | 16.04% | |
| Vhqmbyczb | DSQXLW | Large Growth | 30.73% | 11.82% | 15.42% | |
| Dlgdmydp Mnpbmy Ylgtps S | WTJS | Large Value | 17.33% | 5.12% | 10.91% | |
| Nkwnnbtp RG Yzsgcgb GQL | TXSR | Large Blend | 26.53% | 8.45% | 14.91% | |
| Jxvgwt Wllkd Xbc Dnbmdg Pjgkvzcb | SXLRQ | Large Growth | 35.77% | 7.42% | 15.49% | |
| Xdcmvg P&Y 859 Mznfk ZD | YSCW | Large Blend | 9.07% | 3.49% | — | |
| Nkhmzc Tlktsn Vzpjfd PhRymb Gn Jnbz | GKWS | Large Blend | 27.33% | 7.32% | 14.18% | |
| Hcdrxjx Dgttjncs | RLWQB | Large Value | 30.78% | 9.93% | 15.88% | |
| RXKTKVTK Nxzrqbh Sspg | MJNR | 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.