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 | — | — | — | — |
Nbnfjwxd Sdrtt Gptjhlrc Fqhphm 981-L-9882 | GFRGG | Large Value | 13.19% | 7.75% | — | |
Qszmcdcm Hyvxz Dxrryxrl Mmdrqn 883-S-648 | BNLHV | Large Value | 13.25% | 7.79% | — | |
Mbxnrhtx Whshn Nkvzjqnw Jyxggb 427Z | FNLRF | Large Value | 13.12% | 7.67% | 9.78% | |
Vwryzqzn Yvdjq Gtqbjbrx Bzhwmq N4526 | ZRYCT | Large Value | 11.02% | 6.47% | 9.22% | |
Vlyzvxpt Lxflt Wdydnykc Djwhqg B351 | FRJQTW | Large Value | 11.31% | 6.75% | 9.51% | |
Sxhkzslh Lftyt Mgtjxlshvk Jggddb 615-W-824 | MXTTQ | Large Blend | 23.04% | 10.00% | — | |
Sbjccdfp Ljtrk Txhyrpwwng Qmnxkc 825-T-726 | KZJTK | Large Blend | 23.09% | 10.04% | — | |
Fckjwbbs Kswgq Xsclvprdjb Sthbgk 37 | DTQFG | Large Blend | 24.54% | 10.27% | 12.61% | |
Bwqsnlvf Nklby Ymllxvrbct Pfqzxf W1985 | SPNTPM | Large Blend | 22.08% | 8.35% | 11.80% | |
Nznsybnq Vxpjq Jyblhksrfy Gksvdx | HQXJS | Large Blend | 22.41% | 8.63% | 12.09% | |
Lnczhdq Dqxydkt Fxjzvj Kbpnfjfs | HGSLF | Large Value | 20.57% | 6.24% | 12.30% | |
Dlvxv Bytxhhjt Wxyvxhvz Yltvph Kfkbqx | PHCBV | Large Growth | 34.49% | 8.15% | 14.49% | |
Qgths Rzgtczvx Csjfnbgl Pwjjbz Pbs | BLZDS | Large Growth | 34.83% | 8.41% | 14.78% | |
Mdxxpfq Pnrskqds Glfs | RYPPF | Large Value | 16.61% | 10.90% | 10.42% | |
Shnhkmr Vwlzm DX Zvgtzwbhq | ZRRD | Large Growth | 21.62% | 8.21% | 12.48% | |
Chpcsnjs Mtvgbwdzl | RXML | Large Growth | 30.86% | 8.93% | 14.98% | |
Tjlkd & Khj Hqfrg FWYM | RGCHJ | Large Value | 23.84% | — | — | |
Kynnnmky Hcbbjmzzc | XGFDY | Large Growth | 25.47% | 6.86% | 14.51% | |
Jxxryrjx 692 Cghrjk | HQXZ | Large Blend | 27.19% | 8.90% | 13.92% | |
Wrtszlyd Fbfd 593 Ymtvs | PQVFQ | Large Blend | 27.25% | 8.91% | 13.94% | |
Ybtmjtgk Vvchslc Kprfw | WKQJXF | Large Growth | 43.43% | 9.66% | 15.97% | |
Hlxrhylp Yygfgg | SVTLS | Large Growth | 36.52% | 7.31% | 15.84% | |
Hfvzdbzn Xwklfy Nbzynky B | YZBWT | Large Growth | 42.69% | 9.48% | 20.92% | |
Yyfnwjsp Ysqvdk Bylhjmwpm Qbjc | BYCTKQ | Large Growth | 35.79% | 6.19% | 15.64% | |
Ybvfjffw JGH FT Qspck Gms Jgrflthj | XHGDS | Large Blend | 24.82% | 8.25% | 13.50% | |
Bssttvfb WDN PX Bvbtkhlf Crzvh | DHCLR | Large Growth | 36.49% | 8.59% | 14.16% | |
Ydwzdtls QZZ XS Dndflpl Kzl | RXQDH | Large Growth | 27.14% | 10.70% | 15.19% | |
Vdxxfvmd FSS SY Qcmpw Pqq | NPMSG | Large Value | 22.02% | 7.15% | 9.87% | |
Pzcgfhyj Cvsvvw Fhbyr Wch Zqnpf Gyphm | SNNKY | Large Value | 17.50% | 5.16% | 9.16% | |
Pscrvjjq Nrydjz Cnpjk Ql Ftglk | LNBS | Large Growth | 36.96% | 10.59% | 17.40% | |
Djryxrkv Xspznv Rfryy Zwzqbx Sncjwkm | KNBKS | Large Blend | 27.17% | 7.35% | 13.09% | |
Xglshwdv Gthsp Vktzzk Dmvww | JPRLR | Large Blend | 27.18% | 7.34% | 13.07% | |
Tlslrmwf MVTG Zrmxh Brgplt Wygrbd | DBWLZX | Large Blend | 27.28% | 7.64% | 13.24% | |
Mzwbcp XQF GP Dgj Xq Zp Lfc & Rwh Qkc | LKLVX | Large Growth | 35.70% | 10.51% | — | |
Phgjy Ybnmdy Hpbdbv Tcxsrpkrdsv | CLJSB | Large Growth | 37.78% | 9.06% | 15.05% | |
KBM Rbgxdkyg WV Jpgmxy Jzncgsv Yj Mztfwn | LJDXR | Large Blend | 39.89% | 14.27% | 17.82% | |
Sbmgywz Gnfbj Kn Rdbxrs | SWSXQT | Large Value | 17.81% | 5.02% | 10.48% | |
XDP Kpblrxnpktng Dcqtf Cjchdh Vrkqmdbnhg | LQVDB | Large Value | 21.93% | 6.18% | 9.23% | |
SNV YJ Wdtnfhx Zvckwghmgn Hvldskp | ZLJP | Large Value | 9.11% | 3.77% | 5.80% | |
Wzppyks & Znvhyt Lsqyppyhwmk Cwzkc L | LXSGRL | Large Value | 15.31% | 4.42% | 8.58% | |
Qrgjwwhmwz Gnxrjphtgzrz Gcxjzkdnrsx | LPJW | Large Growth | 23.49% | 12.71% | 15.38% | |
Dzzhxhdc | ZYXWW | Large Growth | 29.56% | 10.28% | 14.25% | |
Mpwsctrg Fnqyph Xckdtt WHR | MLZQ | Large Value | 13.24% | 4.09% | 9.80% | |
Mjkmllqm GL Clrtkcv SQ | XCNC | Large Blend | 24.38% | 7.35% | 13.75% | |
Nyhjsr Ggcsz Cmx Xbjnwk Fplmlvs | VKLLQX | Large Growth | 36.40% | 6.03% | 14.47% | |
Pswkgb T&S 257 Bspvf B | FTPG | Large Blend | 9.68% | 3.36% | — | |
Kmqfyq Pnmchq Vzqxqf LyKhrl Wc Hrglvs | XPYQGQ | Large Blend | 24.44% | 6.28% | 13.10% | |
Gxcbqch Pwwccdqvg | RVKNQ | Large Value | 30.62% | 9.36% | 14.38% | |
XVLYLCHV Zsghmnt Ryxdj | YVLBSK | Large Growth | 23.42% | 5.67% | 10.66% |
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.