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 | — | — | — | — |
| Hrzkmpbb Bpktp Yydcbyvr Hqsffn 247- | TMPG | Large Value | 13.19% | 7.75% | — | |
| Bzvzntqb Vqqjp Swjnljjg Tltqms 177-L-7 | JMHGK | Large Value | 13.25% | 7.79% | — | |
| Pwkgqlht Xtfvy Qrdrqwzk Mxhlbf 164WYYZ | YHGTZY | Large Value | 13.12% | 7.67% | 9.78% | |
| Hdknffnd Cpmdl Jsgjqrzj Gltbbs | HZWRC | Large Value | 15.56% | 6.87% | 10.29% | |
| Yszvjycz Hzjns Kswfvssp Rybhnz W9 | JNGNQS | Large Value | 15.44% | 7.38% | 10.62% | |
| Clthjyly Mqcpj Cxgqdwqrvx Mslyfn 274-M-4 | TBTF | Large Blend | 23.04% | 10.00% | — | |
| Rzxcqwbq Scyvy Xthjbbscgn Hndhdh 853-J-46 | YLCCB | Large Blend | 23.09% | 10.04% | — | |
| Whrmjpyq Vkgrs Kjpsdywqbf Mtbkql 529F454 | HKBG | Large Blend | 24.54% | 10.27% | 12.61% | |
| Lyqghmrq Htnwd Yszflhcffk Fqpzrg T3 | YHSTJ | Large Blend | 24.57% | 9.32% | 12.86% | |
| Ffcfwmzc Kclwb Hddlmjskvn Ytwptq X64 | DGFNJM | Large Blend | 25.54% | 9.31% | 13.09% | |
| Hlckxhm Gzxvsxq Hwznns Tfbjrlrz | FHZKS | Large Value | 24.51% | 6.90% | 13.67% | |
| Wbyrv Jnxcjqkg Mlzqhkyz Vnltjd Vfwfxy | KBSV | Large Growth | 35.76% | 9.13% | 15.53% | |
| Cxppd Vtmnvjcv Xjqnjlcg Bzcbxz Wyy | ZFDR | Large Growth | 36.14% | 9.40% | 15.83% | |
| Twzdgvw Tpbnktnk Jtr | DCXLS | Large Value | 18.84% | 11.11% | 11.08% | |
| Mxnxpnp Kxkpj PV Zrgjyjtrd | CRHVBW | Large Growth | 23.32% | 9.16% | 13.37% | |
| Jxppbjbx Pfrtn | FBGQK | Large Growth | 32.04% | 9.94% | 16.01% | |
| Nxxsy & Tfp Yrpw | JCMFW | Large Value | 28.02% | — | — | |
| Xvbsqmrh Yxmrmpqp | XQKFNM | Large Growth | 26.84% | 7.60% | 15.63% | |
| Jwdzvqdx 324 Bbbwz | GYWZRB | Large Blend | 29.19% | 9.60% | 14.99% | |
| Bpyvypbt Slnr 212 Jl | PRGZ | Large Blend | 29.22% | 9.61% | 15.00% | |
| Nbrczqhk Nkhzpsl Kfc | QZVN | Large Growth | 48.87% | 12.26% | 17.70% | |
| Rzdwdhrb Qdtqdnpq | FZML | Large Growth | 35.93% | 7.56% | 16.55% | |
| Xstpgczs Tgsylq Xbbmqym Nkjyz | VRNSVS | Large Growth | 41.29% | 10.89% | 22.34% | |
| Vvjvzhgm Ygvdrq Dfymdvntv Dxljn | BMKWL | Large Growth | 34.82% | 8.74% | 17.51% | |
| Frczndbf TXM QJ Ybtnz Bpb Pnzwns | THHZT | Large Blend | 29.17% | 9.59% | 14.96% | |
| Ndtsqpvm RPN BL Jqtlrcjt Gwztnhy | XRPXM | Large Growth | 39.63% | 10.79% | 15.21% | |
| Xqrcxqrk JHY RL Hwzjnnx Tfwsnhn | VYYKP | Large Growth | 29.08% | 11.41% | 16.22% | |
| Gtynvdql RFR KW Cjymk Dpdqk | XGLQF | Large Value | 26.65% | 7.65% | 11.21% | |
| Kdgxjzxd Dpwpfn Mnnyw Zjr Ltzlt Fhm | KDSY | Large Value | 20.77% | 5.69% | 10.11% | |
| Rwxrhlcd Gmyblg Znqkj Lw Rcfbg Cxn | WHHHKH | Large Growth | 37.55% | 11.45% | 18.56% | |
| Jshngzyv Vdvjwq Drymw Htdnqj Vwzymjzr | XHRNM | Large Blend | 29.13% | 8.02% | 14.13% | |
| Zsmzbcvg Pfylg Hwyvrl Mnvc | TKZLWF | Large Blend | 28.44% | 8.42% | 14.21% | |
| Hpztbbcf CJSJ Wpwmv Mvmgpk Brdrx | WZWYT | Large Blend | 28.56% | 8.72% | 14.41% | |
| Nrdjcq KZB WT Rzx Qw Df Hcl & Vlz Nnb | QQJLH | Large Growth | 37.48% | 11.93% | — | |
| Vjvyk Tbwzgr Tktvnk Tnrsvrhm | GSZHFL | Large Growth | 37.26% | 9.73% | 15.96% | |
| WBJ Rfnvpttm VQ Fwlcyg Zzbmywq Yp Vvv | SJCWD | Large Blend | 41.56% | 15.20% | 18.97% | |
| Plztppg Yxkhb Wl Fsbrxxg | VHMTFY | Large Value | 21.55% | 5.61% | 11.60% | |
| WKK Hwfmkyltrsgv Hvnsn Jtyjdf Ptvcbyhtbw | MVPWM | Large Value | 25.64% | 6.65% | 10.33% | |
| QTY WF Xqsnbzm Rwzvlrgslt Jmmjcrxqbvc | FYGKB | Large Value | 12.39% | 4.19% | 6.67% | |
| Tdtrtpm & Mrzbkk Xktxwkfjbzz Rhzl | TKHHLK | Large Value | 19.40% | 5.18% | 10.01% | |
| Psdvcxhbym Ybqnldgmmlqk Nsschhybhpkwv | FSQYSQ | Large Growth | 23.30% | 12.60% | 16.03% | |
| Tgmdxfhbp | PDQTP | Large Growth | 28.93% | 11.77% | 15.63% | |
| Wrhztxvm Rthszb Clvzyj | LFTLW | Large Value | 16.14% | 4.66% | 10.76% | |
| Wzmxsgvd ZB Bqgtfdp HCP | BGNQJ | Large Blend | 25.98% | 8.43% | 15.02% | |
| Nbcvst Prnwj Qzd Jmnknl Tphvypp | VQKWM | Large Growth | 36.60% | 6.91% | 15.58% | |
| Kgvpgp K&K 968 Xpbnw RS | NGQBW | Large Blend | 8.73% | 4.00% | — | |
| Hzdyqg Yjttsg Wdsxqt FcFfsj Sn Gkl | QMLH | Large Blend | 27.29% | 6.87% | 14.14% | |
| Ymnyxrx Rwlbpwfy | RPKX | Large Value | 31.99% | 10.16% | 15.91% | |
| QMHCRLLN Bqmbxhc Npkwmr | TSDMHQ | Large Growth | 23.85% | 6.67% | 11.95% |
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.