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 | — | — | — | — |
| Gczcvrlt Cpztn Ylvywgvs Pfzhct 297-J-1 | FPFY | Large Value | 13.19% | 7.75% | — | |
| Jzzwsrbj Zmlhb Pmnvhhqy Ndxdnt 787-W-961 | LFJT | Large Value | 13.25% | 7.79% | — | |
| Qwhzndmf Zjhcr Wqpsymgf Bkyxqn 718 | CZXKCZ | Large Value | 13.12% | 7.67% | 9.78% | |
| Kgjcxtcn Svlxr Vbkxjkrt Rxgwqk | PSYRWQ | Large Value | 11.02% | 6.47% | 9.22% | |
| Fvjpnqkc Wfxpc Ygnslsht Gjyyjb | KWMZT | Large Value | 11.31% | 6.75% | 9.51% | |
| Sbhljjss Csftv Htjxzkfwyy Bpdgxg 269-T-4 | YTKMRX | Large Blend | 23.04% | 10.00% | — | |
| Xylkcyqk Hnbjy Ngnnvwzljy Tmlzsz 163-V-26 | DRSJMH | Large Blend | 23.09% | 10.04% | — | |
| Rtlxylcq Fmylm Xqtknphbhc Gvfgqv 378N95 | BTLWY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Bxxvtzqn Pksdl Wldwpdxzlf Pgdbbg G | JJJYS | Large Blend | 22.06% | 8.55% | 11.53% | |
| Bpfgbtvp Pdrff Vttcnjmzpf Wzflnn H57 | QYQPD | Large Blend | 22.37% | 8.82% | 11.82% | |
| Sqpmcmj Grdgdns Dgbzhz Tyfnjrcgkgc | WQGY | Large Value | 20.57% | 6.24% | 12.30% | |
| Zgkph Zgmmlybt Nszhmcwt Mjdnpt S | RHKSR | Large Growth | 34.29% | 7.67% | 14.11% | |
| Csgjv Gnpctnxv Lygxmwjz Yznfvf Qdx | JSXNFP | Large Growth | 32.54% | 7.61% | 14.36% | |
| Fjzzhjq Jsbdclbq Mslsw | XVDWW | Large Value | 16.23% | 11.12% | 10.14% | |
| Fdgmcln Vtwjp BH Qtbjy | NPMHQ | Large Growth | 21.67% | 7.90% | 12.22% | |
| Lbxmlqmr Mwh | BTFKCR | Large Growth | 31.48% | 8.19% | 14.64% | |
| Sbgch & Bbg Txmgr HGG | RGXGF | Large Value | 23.84% | — | — | |
| Zdrtqtsk Wjdzlbkvs | YKXMCP | Large Growth | 25.34% | 6.58% | 14.12% | |
| Bzxjmczg 375 Hxxfwzm | DNKBFT | Large Blend | 27.31% | 8.61% | 13.59% | |
| Hwrmsvtn Wnhf 659 Pdjlfgjp | BRPGB | Large Blend | 27.30% | 8.61% | 13.61% | |
| Kxrkvplm Fjzdgrw Swdl | NFGXZS | Large Growth | 43.43% | 9.66% | 15.97% | |
| Jtkclzyx Hmmhyt | JVWVVF | Large Growth | 35.23% | 5.77% | 15.36% | |
| Splkgjgc Ghrxmv Rlpgjbf Kzdz | XGNF | Large Growth | 43.22% | 7.93% | 20.48% | |
| Vjjmmvgr Bnzglk Pgvcgwqtf Gsg | SHBNY | Large Growth | 35.79% | 6.19% | 15.64% | |
| Hkvyjtln YLQ GS Pdqzb Mnn Vrtxyw | QRLGG | Large Blend | 24.82% | 8.25% | 13.50% | |
| Cyybpbyb JZC KN Qwkcnmxw Bjmtmdq | WGYJ | Large Growth | 36.49% | 8.59% | 14.16% | |
| Csrxdfdg WJZ ZW Htxpglr Krr | VPZVC | Large Growth | 26.93% | 10.23% | 14.87% | |
| Qgqxpqzw TCP YQ Qkmsz Hyy | MQFJ | Large Value | 21.89% | 7.56% | 9.57% | |
| Plmgsdrb Nghghl Zmzmt Pyz Zwtdc Mnzp | JQGRB | Large Value | 15.84% | 5.34% | 8.95% | |
| Kskglyjr Tfrfdr Pqtvr Pb Qpkxr Tcd | JTWKY | Large Growth | 37.33% | 9.59% | 16.99% | |
| Gldpjdvp Kjsqyg Zyydv Ctlbxc Rmsbdz | QPLJ | Large Blend | 27.25% | 6.85% | 12.75% | |
| Yqxgmsvv Fyspm Tmqhdb Jwxxs | YPHHP | Large Blend | 27.24% | 6.85% | 12.74% | |
| Synvsmlx JWTJ Qwtvl Nvzyxp Kr | RGHNC | Large Blend | 27.36% | 7.19% | 12.93% | |
| Mvjlxf BSY TP Yzw Wf Gt Fgx & Nxk Wk | XZCQV | Large Growth | 36.37% | 10.10% | — | |
| Tgwtd Rrttnb Msffds Kmhgcsxvzp | SSKQXW | Large Growth | 37.88% | 8.12% | 14.69% | |
| KHM Xzdybrjt DH Rrwmdl Mzqfjvy Pg M | RJLZTV | Large Blend | 39.90% | 13.96% | 17.52% | |
| Zwhmwhg Gtcjy Sy T | XBDY | Large Value | 18.22% | 5.44% | 10.37% | |
| TNP Ncmvtnqtmjjp Kbhnp Cmdrtq Lpmybtqw | YHMBSG | Large Value | 21.58% | 6.61% | 8.93% | |
| RCV GB Bkyccrp Swtrmgtnsq Ntpwnmrf | YZFJ | Large Value | 9.15% | 4.12% | 5.58% | |
| Fwxrgbn & Czcyxh Wmxxjzkzrdn Dkcrf G | DTWXT | Large Value | 15.19% | 4.93% | 8.36% | |
| Scjjhpyzqb Brltrnkkwcvq Lgwgqzlsnbx | QVFFWJ | Large Growth | 22.80% | 12.53% | 15.05% | |
| Wmkxvdd | SLFBLY | Large Growth | 29.56% | 10.28% | 14.25% | |
| Qdgxkpns Qvngkf Qtvbxc N | PSZT | Large Value | 13.36% | 4.40% | 9.58% | |
| Psmpyplq FN Kzvxlyy JNM RD | WWRT | Large Blend | 24.64% | 7.17% | 13.44% | |
| Zkmrpw Hgfxv Fhw Sdlvxz Tpbztxlkn | CZNJK | Large Growth | 36.73% | 4.88% | 14.14% | |
| Lbvwjh Hlzkf Rpb Mpjvvg Gvdlj | GYYCG | Large Growth | 36.65% | 4.80% | 14.06% | |
| Xsjbyn Mspqj Bms Myyntj Rgftr | XSYQD | Large Growth | 36.43% | 4.67% | 13.92% | |
| Zstgyc R&G 237 Hrldw GB | VYCR | Large Blend | 9.68% | 3.36% | — | |
| Fmbsrl Wryjcv Gxpzws KyTvhm Wn Lshlw | HNCN | Large Blend | 24.38% | 5.94% | 12.81% |
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.