Best Core Funds
Whether you’re discussing fitness or investing, having a strong core is important. For most investors, the core of an investment portfolio should include a diversified mix of stocks and bonds. Here we've highlight funds and ETFs from core stock and bond categories that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
Get Morningstar's unbiased take on where to invest next
Act on your investment ideas with trusted ratings, key metrics, and independent analysis available only with a subscription
to Morningstar Investor. Jump-start your research with pre-filtered screens from our seasoned analysts or build custom screens based on your goals.
|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
|---|---|---|---|---|---|---|---|
| AB Concentrated Growth Advisor
WPSGX
| Large Growth | 0.750% | Average | 10.92% | 88 | ||
| AB Concentrated Growth Z
WPSZX
| Large Growth | 0.720% | Average | 10.94% | 87 | ||
| AB Large Cap Growth Advisor
APGYX
| Large Growth | 0.600% | Below Average | 17.19% | 25 | ||
BH Fnnpn Gfr Ppyyts BP
GLWPV
| Large Growth | 0.590% | Below Average | 17.16% | 25 | ||
XB Drgjk Zyj Thtwrt N
SQQHX
| Large Growth | 0.520% | Below Average | 17.27% | 24 | ||
DW Mvlhn Xxl Hyggfh KJY
VYRMH
| Small Growth | 1.150% | Below Average | 5.86% | 72 | ||
LZ Qjjkt Mmy Spjdzm Rrbpng
PMJVJ
| Small Growth | 0.900% | Below Average | 6.13% | 67 | ||
YG Qpcwg Smw Dbchl
RZYKML
| Small Growth | 0.840% | Below Average | 6.16% | 66 | ||
NB Blpyk Pzf Nqrmp
ZJVWWQ
| Small Growth | 0.780% | Low | 6.24% | 65 | ||
LVX Vcgmqfmg Fbrlf Hld Vznsns R
VJVSKH
| Small Growth | 0.980% | Average | 13.09% | 7 | ||
NSL Ldxtxxxf Djpdl Gsy Snmny
BYTVK
| Small Growth | 1.310% | Above Average | 12.75% | 7 | ||
FQM Lcbqcqzf Spncr Kqd Rxyvjx HLGV
SQJSL
| Small Growth | 0.910% | Average | 13.17% | 6 | ||
YNQ TT&P Sqpvx Xnp Vgvn
MLTWB
| Small Blend | 0.950% | Average | 7.80% | 59 | ||
LFS PX&N Jnfvz Pcb Yxkv GHD
QLHN
| Small Blend | 0.900% | Below Average | 7.85% | 57 | ||
JXY FP&J Qfmyj/Sps Smz Wwjkpl
DJCYW
| Small Growth | 0.870% | Below Average | 9.62% | 21 | ||
YTV TD&Q Tnchn/Mpy Dyg Ldlkyh JV
KQPBY
| Small Growth | 1.010% | Below Average | 9.43% | 23 | ||
TDJ QZ&W Mcsyh/Ljz Ctm Shnvrf QBFF
ZHWBBD
| Small Growth | 0.820% | Below Average | — | — | ||
CVJ Xvtbz Cybq Wccmrpvq Wbr Ytk Fqxn
QSZMT
| Large Value | 0.720% | Average | 6.08% | 94 | ||
XYW Xhvxq Ysnb Gbybzhjv Czz Cft Hcmzf
YTNWKG
| Large Value | 0.970% | Above Average | 5.81% | 96 | ||
GYN Yjybf Hvsg Hkzhzyqq Dff Xsq Xbpbz
CCRRJP
| Large Value | 0.680% | Average | 6.13% | 93 | ||
WGQ Tfzdj Swdm Bnghr Tts Kvttt M
PQYRXP
| Small Value | 1.100% | High | 7.79% | 66 | ||
FRB Gtmdm Wnml Zpnxk Pgx Vbbpg
NMJP
| Small Value | 1.360% | High | 7.52% | 72 | ||
SSY Kxylt Dqwh Ywtwh Qqm Hfxpc
YQNNH
| Small Value | 1.010% | Above Average | 7.91% | 64 | ||
CCP Szxql Hzdk Gnqfh-Jjs Qkn Pndt
JJBX
| Small Value | 1.030% | Above Average | 7.84% | 66 | ||
CSQ Vykry Gkmr Sbkdk-Nyq Hwn Wnxyg Y
ZGMSJL
| Small Value | 1.280% | Above Average | 7.55% | 72 |