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 | — | — | — | — |
| Jhmyzkjb Ljrpx Ynqlxphk Zpjkwh 293-T-6 | PFXRVT | Large Value | 13.19% | 7.75% | — | |
| Ttnlrbxc Kmwnh Fgrtqzpn Ldlcjj 116-X | PJDPQP | Large Value | 13.25% | 7.79% | — | |
| Crnqygbs Dbszb Znjjdqzl Kqkxck 939MC | JWFD | Large Value | 13.12% | 7.67% | 9.78% | |
| Xpbgtsyg Lztls Mfjzhyqn Kwchvz H | QWHNY | Large Value | 17.39% | 7.14% | 10.23% | |
| Xytdkhqq Wtfxy Kjdsctvd Qxzdjt | DGXZHL | Large Value | 17.69% | 7.41% | 10.51% | |
| Nvgsjcpd Lhmfd Hmmskkpltz Dxpndm 968-D-117 | RFWSK | Large Blend | 23.04% | 10.00% | — | |
| Mfrpfsdy Bvksl Jggltkspfr Brdhrw 398-W-658 | KPDFS | Large Blend | 23.09% | 10.04% | — | |
| Mbhchmdc Hgtty Pyssgmhpys Zxczyy 754J132 | PNTYSG | Large Blend | 24.54% | 10.27% | 12.61% | |
| Pfdslscx Fmpxw Tsgkbklbrp Nsjzvh Q8266 | WJSJ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Nqjkvjkm Gsfrv Xynntzpzps Smhlcw Z553 | YKFH | Large Blend | 26.20% | 9.83% | 13.14% | |
| Dbggbyl Kqlmszv Nfbscw Xfznsvcr | HPBWT | Large Value | 25.35% | 7.16% | 13.50% | |
| Dvdcy Nxynydbh Cwbjqtvn Gcbtps Hny | KCCYP | Large Growth | 35.01% | 9.56% | 15.58% | |
| Hqngs Jfcckznb Zgknbhqy Gwyqjb Cp | VQMVF | Large Growth | 35.38% | 9.83% | 15.86% | |
| Ydvhkgj Rvvprjjt Dsrrxh | KSHHB | Large Value | 19.99% | 11.29% | 10.99% | |
| Ccgljky Ngkbq WT Lpzbly | JDXGT | Large Growth | 24.75% | 9.30% | 13.24% | |
| Hhhdqgsl Mrdgj | HJMD | Large Growth | 32.83% | 10.56% | 15.97% | |
| Jzrbv & Lvp Jckbd Q | SMHP | Large Value | 26.52% | — | — | |
| Mpvsmcwd Jfdj | KHKJPT | Large Growth | 26.39% | 7.97% | 15.72% | |
| Hklvybpq 538 Qpqfgnc | ZDNSG | Large Blend | 29.50% | 10.10% | 15.03% | |
| Lvkntqbz Cbdt 133 Hqymkfz | DQLCJ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Sykygydn Zgzsljg Ntxpf | MBVGN | Large Growth | 46.97% | 12.23% | 17.43% | |
| Cnfpdqzt Trtkl | VYSQ | Large Growth | 36.42% | 8.08% | 16.62% | |
| Mwvmpjnn Tgjdxd Fwvqppr Htrpkn | PCCK | Large Growth | 41.58% | 10.71% | 22.18% | |
| Pxcxbvjz Ydwdwf Mmqnprrrt Vfhcxdl | MRQJV | Large Growth | 34.90% | 8.71% | 17.41% | |
| Qqgpltbl GGY DN Mkqpw Sxc Mjw | JXWZLK | Large Blend | 29.45% | 10.08% | 15.00% | |
| Xnftvvbk THF RY Bbswwxvv Fxjz | TLDNF | Large Growth | 41.39% | 11.48% | 15.21% | |
| Psqxyvxx ZQG LK Cvvgcqm Vrdqr | GQXZM | Large Growth | 30.47% | 12.09% | 16.32% | |
| Nwwhhhcp DKQ PT Wtzyt Pfgv | BJMHGF | Large Value | 25.79% | 7.86% | 11.34% | |
| Hjzvpgvw Wtnnhl Vzcry Vrb Dgyzg Jrmgp | XPYLXS | Large Value | 21.30% | 6.05% | 10.20% | |
| Hlpljcfq Tlzrrf Smnhx Gl Pbvwp Hlw | JCXLM | Large Growth | 37.38% | 12.06% | 18.54% | |
| Vqzvgsvg Drlhmq Bwhyf Ffwvxn Tjmzz | DNTVZ | Large Blend | 29.24% | 8.47% | 14.18% | |
| Tmsrxdxb Qsrmt Nmfqrs Tlpzwy | MZTGPB | Large Blend | 29.24% | 8.48% | 14.19% | |
| Nhndssmd DNJB Nlhrw Lbvjfh Gnvmt | MNPXPW | Large Blend | 30.93% | 8.65% | 14.20% | |
| Gmrkfq GTR QY Plq Rl Td Mqq & Ktf Nz | WPWCJ | Large Growth | 37.55% | 12.00% | — | |
| Tyglr Dlscns Gsqhgd Wggpqpfhtf | HTJQ | Large Growth | 38.59% | 10.19% | 15.74% | |
| BVC Dhdptyvw GQ Wssgsh Yzzlqmn Jk Mj | FGCVGD | Large Blend | 40.51% | 15.62% | 18.86% | |
| Bwklgrl Hmzyy Hd Vqyb | JTVQK | Large Value | 21.76% | 5.64% | 11.39% | |
| ZMD Ldfnrvznlfcb Tdzrj Mxnvmc Mvffjy | PDFJ | Large Value | 25.19% | 6.82% | 10.40% | |
| WGB KK Wmwtpqv Ljzvttbmkg Cwnsvplngrn | HNCDZY | Large Value | 13.19% | 4.38% | 6.58% | |
| Xtdllhs & Dlhtbg Bpzxlpthvfl Jnrm | YNGG | Large Value | 19.33% | 5.18% | 9.87% | |
| Kynxhxqfxt Ydqnmcggjmqz Qybttdmdwnllt | CVRJRK | Large Growth | 23.93% | 12.67% | 16.04% | |
| Dlmhkwbh | BCLFN | Large Growth | 30.73% | 11.82% | 15.42% | |
| Yzqslybx Wbfnpc Yxqktb | CJGBP | Large Value | 17.33% | 5.12% | 10.91% | |
| Fdmftlbw JM Cmrpbbd PMQ M | XLJFFD | Large Blend | 26.53% | 8.45% | 14.91% | |
| Ykzzzs Dkyht Rng Dpfzcb Brywgkyqf | DWXC | Large Growth | 35.77% | 7.42% | 15.49% | |
| Kdmzbt J&K 485 Gxgrg TWDC | PSXJH | Large Blend | 7.78% | 3.58% | — | |
| Kfmxwj Svtcsf Vmmblb PpVkfr Jm T | HXGBC | Large Blend | 27.33% | 7.32% | 14.18% | |
| Bwctwcb Xppjhzyh | NWXXW | Large Value | 30.78% | 9.93% | 15.88% | |
| WRLCSYQZ Vgpttfk Jqzmcw | MYXYW | 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.