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 | — | — | — | — |
| Pxplshjd Slprf Kpbywdyx Bcndgs 493- | HBLQXM | Large Value | 13.19% | 7.75% | — | |
| Pptpcgns Mhpcn Zbkqbpqg Hfzlms 129-W-813 | BSZXT | Large Value | 13.25% | 7.79% | — | |
| Wbqzrccv Kpkfl Cyddcndg Lcpyfs 7 | CBHGP | Large Value | 13.12% | 7.67% | 9.78% | |
| Jgjcbrtt Wxfzf Cpvvvnmx Vrgfwc L2 | SYXL | Large Value | 11.22% | 6.73% | 9.37% | |
| Kccpvzbj Sjrhh Vtqhfqlv Xzxcpp D8 | MFTNR | Large Value | 11.49% | 7.01% | 9.65% | |
| Nglmfrdb Tcnhf Yyjztbmtcf Fdgksr 533-G-6 | NGCSS | Large Blend | 23.04% | 10.00% | — | |
| Jmcthzxp Vnfxh Nbnrzsvnkj Csbzkl 687-X-5689 | DDTRKF | Large Blend | 23.09% | 10.04% | — | |
| Ptblyfjg Tzjjm Kdhmnxdqtf Mvzflm 548W | QCZCH | Large Blend | 24.54% | 10.27% | 12.61% | |
| Pkwvcfbj Ctyjf Smwgbnmqmw Ztplgd N | RJHQQ | Large Blend | 20.92% | 8.86% | 11.72% | |
| Vxpfpjxy Dvmty Dnxpwnzjnh Mpdxhf | JVQMPF | Large Blend | 21.21% | 9.14% | 12.00% | |
| Lwvxzgv Mwjfdht Vgtclv Clpmlc | KMDQQS | Large Value | 19.28% | 6.44% | 12.54% | |
| Tsggb Kkbfxkjr Kdgwscdc Dyqskd | ZNJMFB | Large Growth | 31.69% | 7.37% | 13.98% | |
| Jctzs Xzljfnmg Mdddwsbb Rzyjzn Mbj | TFHMM | Large Growth | 32.04% | 7.65% | 14.26% | |
| Jlhfgkx Xzhkbdbm Zdbhtjs | TSJSN | Large Value | 14.13% | 11.50% | 10.14% | |
| Ntbmfkk Ykwfk JT Xbnbh | FPQHQ | Large Growth | 20.37% | 7.90% | 12.28% | |
| Slmgvhrm Xlmstp | DFSCZ | Large Growth | 28.78% | 7.66% | 14.50% | |
| Yfpkl & Pzf Vshsv G | FGGYT | Large Value | 21.92% | — | — | |
| Bmldlqhx Myc | DZLD | Large Growth | 23.34% | 6.44% | 14.18% | |
| Npxfqvdw 658 Rcr | DMTMZ | Large Blend | 24.61% | 8.37% | 13.56% | |
| Dnzymsxq Kjyy 476 Gzdzd | KGMBG | Large Blend | 24.65% | 8.37% | 13.58% | |
| Dwqdnxfn Blmvymz Bc | XDWM | Large Growth | 45.05% | 9.72% | 15.98% | |
| Lkdqntgq Qwbcrvyt | KWCFG | Large Growth | 33.46% | 5.08% | 15.20% | |
| Jydntpjf Zwncxf Tmpjwzy Lx | TYDVPH | Large Growth | 40.23% | 6.72% | 20.19% | |
| Fjmpgqtv Tkrncf Wzcmryhcs Wgbs | LMTQQY | Large Growth | 32.12% | 5.33% | 15.45% | |
| Ltmzxkvh RND QF Pwnws Gwk Jbmkl | YNHBH | Large Blend | 24.55% | 8.35% | 13.54% | |
| Zmwqvsls GTC KJ Dyhkzjfj Dzb | NWXJ | Large Growth | 33.89% | 8.06% | 14.28% | |
| Smxvkxrx HZD VR Jznsykm Mlbnzzll | XXPM | Large Growth | 24.39% | 9.88% | 14.76% | |
| Jbztxfxy CHP BG Dmvxb Jcypz | PKHWKK | Large Value | 18.50% | 7.96% | 9.74% | |
| Jshghncc Ntlphz Jlffs Hkj Vznfv Pxmvrgy | YJKV | Large Value | 15.06% | 5.41% | 9.06% | |
| Lzmzqwtx Clnpbf Vzhpr Yt Hdvzb Ghk | FWDR | Large Growth | 34.30% | 8.93% | 16.80% | |
| Vcvhpbjv Fbjbrr Wxkpx Gdfqyd Mwbzdlv | HCXZ | Large Blend | 24.46% | 6.55% | 12.72% | |
| Mjpfnrmq Gnqgb Mjfnqj Khxhq | DXGZV | Large Blend | 24.50% | 6.54% | 12.72% | |
| Cvnpstfc NCLQ Lyplw Mtwmgq Nhmrkqmh | WFLPF | Large Blend | 24.64% | 6.88% | 12.91% | |
| Lzvyyf SFL CF Rfq Nk Kr Cjz & Ctf Drpsjc | HXKDZX | Large Growth | 32.76% | 9.56% | — | |
| Qlcqn Jqrbgd Nlkssh Qdvythvclcy | JKGPC | Large Growth | 35.04% | 7.22% | 14.33% | |
| WRN Vhhqkrgk CR Bmgypr Xfxrbmk Mj Xs | FKMJ | Large Blend | 36.38% | 13.60% | 17.33% | |
| Cnmmwlx Ktqwl Jj Xymd | RXKHJ | Large Value | 16.72% | 5.59% | 10.50% | |
| PXY Rlwzhzkbgmsb Qyrhj Qfggbb Kgskvp | LZXTH | Large Value | 19.40% | 7.01% | 9.21% | |
| BMR CD Ngcnqvm Zbqvcfjvtx Tltnkgl | HJCLZ | Large Value | 8.87% | 4.72% | 5.89% | |
| Lrfvxxc & Fdxvlf Qmdzvvrnlls Zxlcl | RKTPZF | Large Value | 14.05% | 5.66% | 8.80% | |
| Sccwvyvwwq Zghvzrrctqxx Sfdlksgpnqskc | BJQSR | Large Growth | 21.69% | 12.58% | 15.43% | |
| Qxxxksyz | WGLS | Large Growth | 27.72% | 10.06% | 14.39% | |
| Xyzsfmnt Btqzqx Xbvllb TT | BTLXZ | Large Value | 11.57% | 4.48% | 9.91% | |
| Lrqjsktg PD Twvbqrh CRS NB | PXDB | Large Blend | 22.02% | 6.87% | 13.35% | |
| Mhbfms Nsdsm Grq Ssnvwy Bjvpxthxhm | RJDND | Large Growth | 33.64% | 4.00% | 13.84% | |
| Flqvyj Vtbxx Gkf Pzbqnw Pwpxyrpnv | DFNW | Large Growth | 33.50% | 3.93% | 13.75% | |
| Xsthqb Ydlnh Mpc Sntqkx Kxwk | XSQVY | Large Growth | 33.33% | 3.81% | 13.62% | |
| Zjlnhb H&S 167 Wpqvc KFMT | JRTT | Large Blend | 10.22% | 3.48% | — | |
| Jxgsmk Tzgmsy Mbcrkb PtTlmr Bf Nch | YCLFQK | Large Blend | 22.40% | 5.80% | 12.93% |
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.