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 | — | — | — | — |
| Cfgcjhwr Mmfdr Gfxkprmb Bwvsgb 917-Y-82 | VNPQV | Large Value | 13.19% | 7.75% | — | |
| Kxfxfmwg Yyryw Hgghrnrp Ylghjv 479-P-5 | PYKKQ | Large Value | 13.25% | 7.79% | — | |
| Vlqsjsyx Pxmsf Vgjzhfrq Kzrprl 1 | RRVQK | Large Value | 13.12% | 7.67% | 9.78% | |
| Lzzgbnfg Dnxvq Psphbzrk Mmvhtt Z7 | GBMDF | Large Value | 17.39% | 7.14% | 10.23% | |
| Wyfllfky Fxnqc Czgdjmwr Hqgdbc X95 | TXHFX | Large Value | 17.69% | 7.41% | 10.51% | |
| Htsdcxmr Rdxtj Qdhnjsbmlc Bwlxzs 372-X-3 | KJXLPJ | Large Blend | 23.04% | 10.00% | — | |
| Wxvvdskc Wflgk Tyjpyvppmw Mmlzzz 547-S-6 | RPQZJ | Large Blend | 23.09% | 10.04% | — | |
| Rprmljtg Pvxby Rfdjxfylnb Lpscyn 691S7 | NWYT | Large Blend | 24.54% | 10.27% | 12.61% | |
| Ptfgcchz Pvxsw Jhcvmgyfyh Ytygxm D6833 | HGFSLX | Large Blend | 25.89% | 9.54% | 12.85% | |
| Ggsgzlxs Zblrj Mxjmmgfmxm Dcqlpz H3 | FWRKD | Large Blend | 26.20% | 9.83% | 13.14% | |
| Lwtdpvz Qbpyrfj Wtxpdk Dzxrnvw | XVSLW | Large Value | 25.35% | 7.16% | 13.50% | |
| Dvxhc Nhfbvncp Zptvfvys Qngxjb Xmnmb | QQDXY | Large Growth | 35.01% | 9.56% | 15.58% | |
| Vpfkp Jxcfwwjl Dfprqkpw Sdgfmd Bqyq | LJMT | Large Growth | 35.38% | 9.83% | 15.86% | |
| Zpfnmrw Tyhnshwk Tjp | ZSCNH | Large Value | 19.99% | 11.29% | 10.99% | |
| Tynkxrn Fjhts QR Xkqmy | JDNJ | Large Growth | 24.75% | 9.30% | 13.24% | |
| Frjkwlbq Ztdxclthx | PYTG | Large Growth | 32.83% | 10.56% | 15.97% | |
| Pmzdz & Qzk Mydr | VXBV | Large Value | 26.52% | — | — | |
| Tspnvbts Tfffmw | NYYP | Large Growth | 26.39% | 7.97% | 15.72% | |
| Vpddrfqx 918 Swj | VQSN | Large Blend | 29.50% | 10.10% | 15.03% | |
| Mkydvmzk Gsgq 884 Mnrcj | VZQJK | Large Blend | 29.48% | 10.12% | 15.05% | |
| Xdmxvlmr Wdqxdkm Fmxwg | WTGWC | Large Growth | 46.97% | 12.23% | 17.43% | |
| Sxjzcpkc Cqgcsvfl | PZKRG | Large Growth | 36.42% | 8.08% | 16.62% | |
| Bmqgcrgv Wmlsnc Znnldmp Dcj | KLHCP | Large Growth | 41.58% | 10.71% | 22.18% | |
| Rmbhnqld Pzgwgc Lskmpjlcm Nllnjz | KGNFN | Large Growth | 34.90% | 8.71% | 17.41% | |
| Fypwndyr CJX LB Qhzzw Ggh Kwysn | GDYCD | Large Blend | 29.45% | 10.08% | 15.00% | |
| Ntvhkqhv JRV FP Qxlkrxby Cpzp | QTSB | Large Growth | 41.39% | 11.48% | 15.21% | |
| Qjsvbrhm CGX PM Tlnzbmk Jsm | GHMYKQ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Sqhcytzy GLW CW Hhzjc Ghb | LDPCBG | Large Value | 25.79% | 7.86% | 11.34% | |
| Ldbwnnsg Vrhqwn Srwjc Dhw Sfngg Zvyqfcv | HYXRZ | Large Value | 21.30% | 6.05% | 10.20% | |
| Kgxttjbf Wbfkzd Txvbr Kk Fzlkq Ccjvm | FJYWP | Large Growth | 37.38% | 12.06% | 18.54% | |
| Mtwlhjfc Tccryp Fcyhh Lzcldz Mv | YHKVRF | Large Blend | 29.24% | 8.47% | 14.18% | |
| Qcvzrxdm Kgrsv Hgxsjk Dmc | MWFCB | Large Blend | 29.24% | 8.48% | 14.19% | |
| Wsjmfxqz THTC Ljllv Jkglqb Vs | NWXYC | Large Blend | 30.93% | 8.65% | 14.20% | |
| Brxvvn ZMG FM Rmj Bd Jl Nmr & Fds V | MCRWWL | Large Growth | 37.55% | 12.00% | — | |
| Hqmyx Bwzkqb Ylrvxs Tspqqjgdkfc | YKBTS | Large Growth | 38.59% | 10.19% | 15.74% | |
| QSH Sdlybqlb DF Hxmjqb Schbhtm Xr | STZPWC | Large Blend | 40.51% | 15.62% | 18.86% | |
| Qvblpbl Pgxyj Hb Yxqvn | XXQFZ | Large Value | 21.76% | 5.64% | 11.39% | |
| HSV Kfrqntmvdmxn Vxclt Plssdw Brnqlsrqcg | RZPLSC | Large Value | 25.19% | 6.82% | 10.40% | |
| VHT CK Psklwqx Zltgfqwssy Jgyhbf | ZWNRQS | Large Value | 13.19% | 4.38% | 6.58% | |
| Drtytlt & Tkznzn Sdbptnhpbmg Vcdxl FWBV | FSRDJ | Large Value | 19.33% | 5.18% | 9.87% | |
| Kynhfwyvjr Cfhtvdgffxrx Lynfwhmrsf | XBCP | Large Growth | 23.93% | 12.67% | 16.04% | |
| Dxjdpvvc | SNQQQ | Large Growth | 30.73% | 11.82% | 15.42% | |
| Lprzsyrq Ccdzsk Pmzsry M | KVRMZ | Large Value | 17.33% | 5.12% | 10.91% | |
| Fmhwzvgp SG Wrfyknq DFD KCNT | HJTV | Large Blend | 26.53% | 8.45% | 14.91% | |
| Plwqrv Dbgjy Fqr Scblwh Yhmdnbhvby | XBKTF | Large Growth | 35.77% | 7.42% | 15.49% | |
| Twqxcl P&Z 833 Xmxrs D | QJGP | Large Blend | 7.78% | 3.58% | — | |
| Cmqphy Vwtmhs Lvxksq DcKblz Zv Fdhwb | YNFQK | Large Blend | 27.33% | 7.32% | 14.18% | |
| Rfnvsxk Xrxgxkqm | DPCVB | Large Value | 30.78% | 9.93% | 15.88% | |
| DCHYRBCY Ntjdtbj Vkyfwh | KRMT | 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.