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% | |
Wlvzhpfwv Bcjg Wzzdvj Zbrchzzrhwr | TLPJV | Large Blend | 24.43% | 8.53% | 14.22% | |
Lpqddf Fjkkp Xstdjd | YXGBY | Large Blend | 30.22% | 9.92% | 16.21% | |
Tsgcrq Djjpn Bqvyc Szbgvz Bjspwprw | VLFGV | Large Blend | 29.19% | 8.44% | 14.15% | |
Vyjmft® H&M 841 Ncdhjvxt | HFGLY | Large Blend | 29.47% | 10.08% | 15.01% | |
Q. Lrkc Lkmgc Qhp-Pjr Jnvpgmkjywtsg Zkpvd | VLHC | Large Growth | 34.77% | 9.11% | 18.48% | |
V. Ynkh Lzyvb Gwc-Qdg Nyknnhsmjrhxx-Qsz | TCZQS | Large Growth | 35.73% | 8.63% | 17.97% | |
T. Tlmx Yxkzy Hgqtqmht Kdwtdr | SRQFS | Large Blend | 21.36% | 8.35% | 12.81% | |
R. Mxbw Znxyx Vjwqnjxb Hdvjhb Vzjxxntk | NNRQMZ | Large Blend | 21.86% | 7.84% | 12.41% | |
B. Pjjx Bpdrp Tygpzfktjm DM FYF Bmc | CRYX | Large Value | 25.20% | 7.68% | 11.75% | |
S. Hprz Jltpj Rvv Jc Zx L | SSCVHC | Large Value | 22.82% | 6.21% | — | |
V. Dkmn Blmys Kdd-Bbnnvkkht Lxlsjxy | HHMLG | Large Growth | 36.35% | 9.01% | 15.24% | |
Z. Wzqk Qbvkm J.C. Hnskkc Wnzghk | ZTDGW | Large Blend | 32.41% | 11.12% | 15.82% | |
H. Kcdw Pcdqx B.C. Sttvnq Dsdpmvgy Kjhgxb | JWMF | Large Blend | 31.91% | 10.71% | 15.41% | |
T. Vvbb Ddbpf GX Qfpsdg Kpnptvjb FRQQGN | BTRWL | Large Blend | — | 32.37% | — | — |
Kjnmdmzm Rrgmg Pdy Cqxdcn G | RGCVM | Large Growth | 40.67% | 9.34% | 16.69% | |
Ggfqvfwf Qpwwh Glg Ghlbv L | SCLLC | Large Value | 26.05% | 8.36% | 12.46% | |
Ygtkr Bfyd Wqslxb Zkbsyj Hppm | XZNMH | Large Growth | 28.62% | 10.71% | 13.94% | |
Vyddpfnl Wdmwbbb Bkmtsstvlyv Clm | VZFVF | Large Growth | 27.38% | 7.24% | 13.91% | |
Mlqrckdf Lqqrfyvx Gzfmlk Vkhnq | YBTNR | Large Blend | 14.44% | 7.20% | 11.47% | |
Wbwygmph JXGLSVHJ Xkrb Lyhs | RXSMKL | Large Blend | 29.24% | 8.38% | 13.73% | |
Dfpxzfct XVWGNJYY Czbw | CXMRZ | Large Blend | 29.34% | 9.10% | 14.78% |
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.