Core Stock Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| PRIMECAP Odyssey Stock | POSKX | Large Blend | 27.76% | 8.14% | 13.39% | |
| Pgmckcmpx Rbjv Phgmmc Wvmkffjqs | NKBNC | Large Blend | 25.47% | 8.27% | 14.09% | |
| Wjyxtz Tmlpj Pwggjqbb | QLKCL | Large Blend | 30.34% | 9.90% | 16.45% | |
| Npwbyl Rbmsx Hzngv Lmmshm Djljrjr | RDDWTC | Large Blend | 30.73% | 8.32% | 13.97% | |
| Wwvysh® Q&S 612 Rmdgv | FHNZK | Large Blend | 29.15% | 9.58% | 14.97% | |
| R. Hptc Xtdhg Spc-Xnf Rbmzpxggxmfhw Cyk | FVRVFL | Large Growth | 36.10% | 8.91% | 18.29% | |
| L. Vbvx Rflyk Qtp-Qrz Xfblmkjkfwvdj-Gtz | QGVGS | Large Growth | 35.73% | 8.63% | 17.97% | |
| T. Hwvv Swltp Ryhxkslp Gklmpl | MRSPVX | Large Blend | 22.18% | 8.11% | 12.72% | |
| G. Tqwc Pypnc Xyrvsztl Hntxmr Kywpjjwb | PMMDFD | Large Blend | 21.86% | 7.84% | 12.41% | |
| S. Vwbj Sglxb Jywtsgbdwp HP RXT Kzw | YYTYW | Large Value | 26.58% | 7.62% | 11.58% | |
| L. Jgwk Wztmm Ntv Cl Kg L | JJVBJ | Large Value | 24.34% | 6.11% | — | |
| K. Hcvx Qznkj Jdp-Ktywmjqdb Vthvmd | DZGRQF | Large Growth | 37.89% | 8.82% | 15.05% | |
| W. Gwjq Kxhxq X.K. Ycjsrg Sypdlcpvqq | GQLSB | Large Blend | 33.88% | 10.96% | 15.69% | |
| K. Wktw Vdpfc T.Q. Zcyxsz Zrvvkfyf Cdg | NSJJ | Large Blend | 33.40% | 10.56% | 15.27% | |
| J. Xgbq Ybrrc YB Cmwsnb Stnhwjqt FYYFZC | GDDVH | Large Blend | — | 33.81% | — | — |
| Cfhwznjg Xwssf Shg Mskgrh | FVRRQ | Large Growth | 42.74% | 9.14% | 16.44% | |
| Mtdjtvcs Zxsgq Lqm Fqkjl | FKBSG | Large Value | 26.05% | 8.36% | 12.46% | |
| Xnbbp Jnch Cstqlt Qmkmgg V | QGCZ | Large Growth | 29.12% | 10.26% | 13.73% | |
| Nfzgdzzs Hytchkn Slrbwrxwsxt Djjf | JJXHX | Large Growth | 29.02% | 7.24% | 13.65% | |
| Xxcxpgry Tyvntrbx Fpfkdb Vmsf | GSGFKZ | Large Blend | 13.44% | 6.90% | 11.52% | |
| Fqkjrtfq TTCTCMMQ Qccs Scjbg | MCZRRQ | Large Blend | 29.24% | 8.38% | 13.73% | |
| Gsnrbghz JZYPZFHY | DHWZSP | Large Blend | 30.92% | 9.07% | 14.55% |
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.