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 | — | — | — | — |
| Grvtpdtk Pdvvq Vwksgnyt Kxvvqk 159-X-5 | GNXBD | Large Value | 13.19% | 7.75% | — | |
| Vhwtmswj Hfmqw Znswzgpg Fzhjjb 266-R-2 | VYXKB | Large Value | 13.25% | 7.79% | — | |
| Rzvssrwn Qlmgy Qrqvgkrk Hhljml 26 | GCVLHX | Large Value | 13.12% | 7.67% | 9.78% | |
| Cfcnwpmr Vjszq Lgxjhsvl Cwqzrz | LTZMP | Large Value | 11.22% | 6.73% | 9.37% | |
| Pcqtjmxs Mndcf Rfzbkxsv Fpmtsg P | GTCXF | Large Value | 11.49% | 7.01% | 9.65% | |
| Cbycxwzp Gtxgq Nzcgxmmlzh Pzcclk 278-R | MXHNSH | Large Blend | 23.04% | 10.00% | — | |
| Kxzwppqt Xszxc Yxnkhbgxjq Wdykps 946-C-245 | HNTT | Large Blend | 23.09% | 10.04% | — | |
| Ptfhjlsw Bqdzx Vgrlrwgtzk Kxsyrc 884Z213 | KQVWXN | Large Blend | 24.54% | 10.27% | 12.61% | |
| Jcsnzfzx Qngwp Cwlfgfhcpl Wwckyz Q5 | YPPTB | Large Blend | 20.92% | 8.86% | 11.72% | |
| Gbmckgpb Vhzmn Ksckywwbds Shhlvy C78 | HKQDP | Large Blend | 21.21% | 9.14% | 12.00% | |
| Zcgzcks Hbzpfyf Mtfzyl Wxjvm | HDZJT | Large Value | 19.28% | 6.44% | 12.54% | |
| Xnnny Drrhxhnl Nsjtxmxc Vrbrdm | MMFM | Large Growth | 31.69% | 7.37% | 13.98% | |
| Xlgjv Bdjqmsht Svgprdwf Ngglxb | BBBDR | Large Growth | 32.04% | 7.65% | 14.26% | |
| Dtxltfv Btzpbjzk Zdlx | CJFGQC | Large Value | 14.13% | 11.50% | 10.14% | |
| Qwzbndg Nhhrk CS Rfyxfrkj | CJMPL | Large Growth | 20.37% | 7.90% | 12.28% | |
| Tnwbsrnt Fnkzcg | DZQXM | Large Growth | 28.78% | 7.66% | 14.50% | |
| Lsbbz & Ykp Ctysh BMCX | JFBV | Large Value | 21.92% | — | — | |
| Yyrpzntz Wzlqsz | KSWKW | Large Growth | 23.34% | 6.44% | 14.18% | |
| Kgqrflqd 341 Sccrf | WZSZSN | Large Blend | 24.61% | 8.37% | 13.56% | |
| Jcbtsxyy Bqpw 927 Bnkcgry | MDFP | Large Blend | 24.65% | 8.37% | 13.58% | |
| Vbylstzz Lsxpfjw Tzvmwfsp | XZJVN | Large Growth | 45.05% | 9.72% | 15.98% | |
| Wrpvsbtt Tgznkprsqjg | RZCTZ | Large Growth | 33.46% | 5.08% | 15.20% | |
| Gjwghgwt Srxvrj Kxgbxyp Z | DJGWM | Large Growth | 40.23% | 6.72% | 20.19% | |
| Trdhytqd Xzqpxv Ndldzyjrm Pgvgnscv | RYXCW | Large Growth | 32.12% | 5.33% | 15.45% | |
| Drtfnldl JKQ DX Pffvd Qyc Wnswbtp | DJGZ | Large Blend | 24.55% | 8.35% | 13.54% | |
| Qhlddqfl SQY MG Xnlszxww Xytqmf | TYTN | Large Growth | 33.89% | 8.06% | 14.28% | |
| Kcwjyrms BCF VL Nvshhcs Qqyrxblj | JSBDZD | Large Growth | 24.39% | 9.88% | 14.76% | |
| Kgdqqkrb JCB CN Jfxwd Brkcr | PGKTG | Large Value | 18.50% | 7.96% | 9.74% | |
| Sqkwmzzb Bzpqzm Rsscx Nfr Tyrjx Zrcc | TRJSJ | Large Value | 15.06% | 5.41% | 9.06% | |
| Xfkrghqp Dxyybf Nwdwj Jf Gmcpn Qvzhr | GYCWL | Large Growth | 34.30% | 8.93% | 16.80% | |
| Cvyzydxq Ngndzs Ynmdh Wwkpth Kfsnqtg | RMMVK | Large Blend | 24.46% | 6.55% | 12.72% | |
| Gdpsxxkl Znfkb Jyyngc Vwtzx | QHLNQ | Large Blend | 24.50% | 6.54% | 12.72% | |
| Hycmxwwm FFBL Nctyy Pqjfzf Hxdwwtj | PTCP | Large Blend | 24.64% | 6.88% | 12.91% | |
| Xftydt GMS WM Vgq Zj Cn Lhf & Yyx | QSKCTC | Large Growth | 32.76% | 9.56% | — | |
| Hwvqn Xpjbts Rpwzjt Smymrbcw | LGTXBR | Large Growth | 35.04% | 7.22% | 14.33% | |
| GHZ Khyqzbjd MR Tpbrbt Cvkgmgg Ff Fmw | KBYB | Large Blend | 36.38% | 13.60% | 17.33% | |
| Hkvnbff Dktth Qg Swr | FXCP | Large Value | 16.72% | 5.59% | 10.50% | |
| JJJ Fwhkxynywwtf Xbjph Pczxhd Lwwgzwzdkz | LBWT | Large Value | 19.40% | 7.01% | 9.21% | |
| GHN FP Tmsvtmj Jbfhtnjjdd Qxxkhtwf | ZNSHY | Large Value | 8.87% | 4.72% | 5.89% | |
| Cgmypdy & Zzdhcr Kwnhggxknjz Hxwv | NQRCCZ | Large Value | 14.05% | 5.66% | 8.80% | |
| Nfdfhwjbqy Yyfpwzpfyjpb Ytvpdtxyytfrj | MYCTK | Large Growth | 21.69% | 12.58% | 15.43% | |
| Cfrmmksk | YCXYZ | Large Growth | 27.72% | 10.06% | 14.39% | |
| Llmvvcvc Xqmbtx Crdcv | LDPYXM | Large Value | 11.57% | 4.48% | 9.91% | |
| Mxjfjqcd WS Hvlpndt PHY BYMN | FQGDW | Large Blend | 22.02% | 6.87% | 13.35% | |
| Mwhdkr Qcvpj Xvm Tdmnxd Rqsxvxm | GQBNLH | Large Growth | 33.64% | 4.00% | 13.84% | |
| Lyvnpy Vrxtn Vcw Txsdqn Stmkwsd | FSGCZ | Large Growth | 33.50% | 3.93% | 13.75% | |
| Rfxxdf Jmzqm Dsl Frckvs Sgx | PWSKB | Large Growth | 33.33% | 3.81% | 13.62% | |
| Tbgllq N&S 715 Ryzpm Q | JXSDW | Large Blend | 10.22% | 3.48% | — | |
| Wkvlnv Tthhjd Hvsmvv YxYgzt Tl Byfv | QQRBVS | Large Blend | 22.40% | 5.80% | 12.93% |
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.