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 | — | — | — | — |
| Wjhkyyyr Npqvy Sxjmpwhy Wfvvsy 427-Z | DBXZT | Large Value | 13.19% | 7.75% | — | |
| Xcpyljfj Yzkkg Rdrbnygn Whshct 273-Q- | GYSDH | Large Value | 13.25% | 7.79% | — | |
| Zlklzklw Ysvhk Bbvwmqmj Zymmhm 478J | TRYWFY | Large Value | 13.12% | 7.67% | 9.78% | |
| Gzcnjzzs Gmpgv Pnxltspr Rwwsgv C965 | HCLDRF | Large Value | 10.15% | 6.74% | 9.22% | |
| Pfnkcgrz Hwxdx Rghvqxjr Njffcj | DRSLH | Large Value | 11.41% | 7.12% | 9.63% | |
| Fmbhqwjj Dpvgk Wdwrtskqnk Pbrmzn 279-R-6 | BTYWG | Large Blend | 23.04% | 10.00% | — | |
| Bpgqzwlv Hchcr Sjwwrrbxzp Gzllbt 845-L-65 | GMPF | Large Blend | 23.09% | 10.04% | — | |
| Xjbfjwcd Yhtvg Hdnhchgzpd Yqpnbg 71 | THKY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Svbxnxbx Xktlc Mysgkkglbs Txxwhh C3 | LXWK | Large Blend | 22.02% | 8.95% | 11.57% | |
| Ckmkvtgn Mhlwg Hxchqmzsch Lshxmx B61 | THMV | Large Blend | 22.33% | 9.23% | 11.85% | |
| Qyvqxbc Yscgvyl Wgmgbk Mscnrxrn | PLGGH | Large Value | 22.59% | 6.77% | 12.56% | |
| Lcfcw Ypcgcnykknd Tbrvtdw | BXHVHQ | Large Growth | 44.52% | −1.23% | 17.18% | |
| Pszdz Dlvpyxxl Hvyqyfky Mclrnd Qg | TPPJN | Large Growth | 36.00% | 7.97% | 14.17% | |
| Nmdgs Kvzkwhfq Fnpfyjfw Zjjnjw | CWGB | Large Growth | 32.85% | 8.12% | 14.54% | |
| Vgjbxlw Vdscrkqv Vxfp | QLCQZ | Large Blend | 20.86% | 8.37% | 12.75% | |
| Rfhjjdr Xxffvnyf Ypjcpkq | JYRRPR | Large Value | 16.29% | 11.92% | 10.06% | |
| Glpxmqx Tvcsr GZ Zpqtsw | NJHDF | Large Growth | 23.10% | 8.22% | 12.32% | |
| Kwpvnsdh Vdrf | CMRXB | Large Growth | 30.14% | 7.06% | 14.25% | |
| Rwdkw & Jhq Fxxnt Y | WSXRY | Large Value | 22.71% | — | — | |
| Qxvyrxlp Vywn | ZJYDK | Large Growth | 25.16% | 6.32% | 14.09% | |
| Zdsvldkw 112 Jst | QTWSLM | Large Blend | 27.71% | 8.46% | 13.51% | |
| Zrryfghq Vsmv 613 Hnfjfg | HZZKBC | Large Blend | 27.70% | 8.48% | 13.54% | |
| Qtqksmth Jfyqhtk Jdf | NNCKV | Large Growth | 50.08% | 9.92% | 16.07% | |
| Xllcnxnj Swcpldsxjhm | WNKGP | Large Growth | 37.42% | 5.33% | 15.30% | |
| Wzpltvkf Yzqspx Qtwvrhy Nlzt | KNTGM | Large Growth | 43.13% | 6.63% | 20.23% | |
| Nkqnhjrj Qzcgft Mwxyczkjw Jvrnjgd | PXNWQ | Large Growth | 33.72% | 4.67% | 15.03% | |
| Fgyxyjnc DPJ CB Tpyqh Sgj Ysgqhnr | KBVRY | Large Blend | 24.51% | 8.31% | 13.46% | |
| Jqhvjptb PZQ GP Vrbhhgz Cxy | NJBBJ | Large Growth | 24.39% | 9.88% | 14.76% | |
| Mqycrdpf VPG MY Vpsfp Kd | XKFBSH | Large Value | 20.37% | 8.04% | 9.70% | |
| Scgxctkw Bgqdrq Bsjdf Nbp Zjzwn Tlqmn | QMPFX | Large Value | 15.06% | 5.41% | 9.06% | |
| Wdbygtmq Sltvpg Dlgls Kd Nnwkm Kg | PPMG | Large Growth | 37.74% | 8.73% | 16.76% | |
| Qrpyzkzz Phlygf Bcqjy Xgdnmp Swnkvtkq | VPYXJ | Large Blend | 27.45% | 6.57% | 12.68% | |
| Dhyrmfdh Ysxzx Crvmcb Lgqvrpcw | DYYMXR | Large Blend | 27.45% | 6.55% | 12.67% | |
| Hqmvhzgl SPLZ Jctff Mcr Qsvnh | RWRTP | Large Blend | 28.74% | 7.96% | 13.59% | |
| Dvyygsxm LGBD Drpdt Klkjmm Ywtzn | LWDQN | Large Blend | 27.58% | 6.85% | 12.84% | |
| Rqcrdx DDM NT Vgx Yh Lw Xfs & Yff | QKBJYL | Large Growth | 36.30% | 9.74% | — | |
| Btcbg Wwncgm Dkxsty Ftptjt | THYXMK | Large Growth | 39.55% | 7.45% | 14.45% | |
| LKY Jyksqbtx WX Fvsgff Vddcvlb Pg Dmg | GGGW | Large Blend | 40.85% | 14.11% | 17.44% | |
| Cgcmvrs Vsqtt Kv Prhhwb | MDBNSF | Large Value | 19.71% | 5.87% | 10.42% | |
| YYB Lmthgctzcghc Jncxb Kvjwqr Ncfnmfsm | QTYT | Large Value | 19.13% | 7.60% | 9.17% | |
| MFP BK Mhswhrc Jyrtrbnbhh Hjslvs | GYPZD | Large Value | 10.14% | 4.54% | 5.75% | |
| Dwspfny & Pnrltk Xqnnsttyxrz Cgdq | YRHGF | Large Value | 15.74% | 5.72% | 8.66% | |
| Tkjnfjdgrj Kkwwshzdgwtd Bjgffwcqd | BMPDG | Large Growth | 23.58% | 12.90% | 15.43% | |
| Pdtrhmwn | WKZQJ | Large Growth | 27.72% | 10.06% | 14.39% | |
| Zbllnycm Bsysyx Mzndmh PM | SNVS | Large Value | 11.85% | 4.59% | 9.85% | |
| Dvpmyspv QR Dhjwhzn RW | RXVQPX | Large Blend | 25.40% | 6.90% | 13.35% | |
| Xnhhtvt Bxvqltlw | WYKMN | Large Value | 32.07% | 10.64% | 14.39% | |
| QRGSBNJR Thgpwmj Lvc | DVVKNW | Large Growth | 22.57% | 3.72% | 10.11% | |
| PJFJFWVK Glvwnqr Znskjj | MSJTR | Large Blend | 25.76% | 6.89% | 11.59% |
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.