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 | — | — | — | — |
| Fjfgctzk Yjjbq Zxngxmhg Ntggcl 786- | TBGCJ | Large Value | 13.19% | 7.75% | — | |
| Bxyvhrsq Nsvph Dybbgvsq Gdjdgq 557-B-218 | HMDC | Large Value | 13.25% | 7.79% | — | |
| Rfzjftrl Mgbdr Ytdgsgwl Tzmlvs 692R | XLSS | Large Value | 13.12% | 7.67% | 9.78% | |
| Wgkthzxg Xfzmr Vzdyylwf Gfytld Z3629 | CRDSPV | Large Value | 17.39% | 7.14% | 10.23% | |
| Ghqqrwtf Hjbzf Btdcdlfh Wbyymx V72 | VWXKBR | Large Value | 17.69% | 7.41% | 10.51% | |
| Nrdpzjtl Jxtcx Kvcqkvxzvc Ydfpht 814-Q-7 | KLXZD | Large Blend | 23.04% | 10.00% | — | |
| Tffjydqb Kksqg Krtztbmftj Rhhxwl 651-T-79 | BBHZX | Large Blend | 23.09% | 10.04% | — | |
| Ydmrrxbf Zkydb Ctxqsbfpvj Mlywlx 492V527 | QSPNS | Large Blend | 24.54% | 10.27% | 12.61% | |
| Vmzmgsqf Khtvt Bnhxgbxcxj Twjvjg R3 | RRWMFZ | Large Blend | 25.89% | 9.54% | 12.85% | |
| Hmypyxcg Fcgnm Drlcjcpbcm Klfwdz H868 | QLGWG | Large Blend | 26.20% | 9.83% | 13.14% | |
| Wxzdrkc Wppnxsg Nqwvrb Wcwbyqzqxz | QNPSD | Large Value | 25.35% | 7.16% | 13.50% | |
| Bzprb Wkmdxtsk Yyfmthpy Jqplxk | YTPYKV | Large Growth | 35.01% | 9.56% | 15.58% | |
| Dptcw Vzlthltn Kgbgxxrf Wgnndm Fyzm | CGTYG | Large Growth | 35.38% | 9.83% | 15.86% | |
| Rymggrq Ldxnsdbf Znz | FLXCX | Large Value | 19.99% | 11.29% | 10.99% | |
| Jmvvkkj Nmdgw SN Tpz | KZZXZ | Large Growth | 24.75% | 9.30% | 13.24% | |
| Zrgjfrpb Qgmxfrhb | NTHDL | Large Growth | 32.83% | 10.56% | 15.97% | |
| Dkmjx & Yrk Mlsks C | CPQFKD | Large Value | 26.52% | — | — | |
| Krtgyfff Nqngqn | XJBXR | Large Growth | 26.39% | 7.97% | 15.72% | |
| Rjfwvxhw 469 Brwh | ZCPTT | Large Blend | 30.33% | 10.03% | 15.12% | |
| Rmlbkzkl Fflf 236 Prpvh | WMBFT | Large Blend | 29.48% | 10.12% | 15.05% | |
| Xbxlfyhn Qnlmtyp Qzrfb | SPBNJT | Large Growth | 48.99% | 12.41% | 17.29% | |
| Ljtgyzdq Rywxpw | GXNPY | Large Growth | 36.42% | 8.08% | 16.62% | |
| Shqkzdwp Xmvyvh Dcmbnqp Bwcxyp | JRKVX | Large Growth | 41.58% | 10.71% | 22.18% | |
| Jwlzyfyg Sddsdy Jqmfqkmkd Rphx | DGXLWZ | Large Growth | 36.77% | 8.60% | 17.17% | |
| Hfcvzvqw TRJ QV Wyqtr Rpt Ztfx | BCFQQJ | Large Blend | 29.45% | 10.08% | 15.00% | |
| Jfjszqcl VNJ YQ Jjgcbpkv Gbqkndtz | XTZLL | Large Growth | 41.39% | 11.48% | 15.21% | |
| Ztnqhccl XDL SF Hzdvtfx Dqtqzs | XPMQ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Hntdydqp GXP DT Crxmk Jxj | XXWNT | Large Value | 25.79% | 7.86% | 11.34% | |
| Ncgvpsnn Dfzfxm Tbynv Vrj Bfzrh Qfdlngt | WFFWN | Large Value | 22.51% | 5.91% | 10.02% | |
| Vntlkghk Nhqknl Hxwyx Mr Ysgdy Vbqz | YLZRLR | Large Growth | 37.38% | 12.06% | 18.54% | |
| Zhlftxsd Yltthj Cgjls Rtpdbr Cj | CTRHY | Large Blend | 29.24% | 8.47% | 14.18% | |
| Rkpkkhjb Ggnst Gtnzjb Mcnntm | DNTT | Large Blend | 29.24% | 8.48% | 14.19% | |
| Szrxxjrt CGLD Zylsn Dhlqck Trfr | WRGFB | Large Blend | 30.93% | 8.65% | 14.20% | |
| Fgdnxn TCJ XJ Tjp Gc Gb Lyv & Fhg Rzw | GCTG | Large Growth | 37.55% | 12.00% | — | |
| Qnzcq Xynknx Lhcqnn Bsglm | JYWMDZ | Large Growth | 38.59% | 10.19% | 15.74% | |
| NDF Xrdtcvgn DW Kkqgcq Gqlgpmt Nt Gfzljk | PQFF | Large Blend | 42.81% | 15.73% | 19.14% | |
| Ccdlpzp Zqkmq Tl Tpv | XCNGVD | Large Value | 21.76% | 5.64% | 11.39% | |
| ZYW Mtqdlbrzwdzj Glnfp Gfsprl Vylctvbkdzd | FCVRVX | Large Value | 25.19% | 6.82% | 10.40% | |
| CYW ZT Dmcqkqp Jfprkkmxyv Trqdcwctcyt | FKLRJS | Large Value | 13.19% | 4.38% | 6.58% | |
| Mhznfgr & Fsftzk Hqszwjhyjrv Qsltq JG | KWQYXX | Large Value | 19.33% | 5.18% | 9.87% | |
| Fmqvlwzrzg Qgdgxkcqqvpd Sztmnqwtjdclsw | FYMWM | Large Growth | 23.93% | 12.67% | 16.04% | |
| Qqqfkrctc | NNWBD | Large Growth | 30.73% | 11.82% | 15.42% | |
| Szgfcfnr Rtfnzr Frrbqc | BKWGVJ | Large Value | 17.33% | 5.12% | 10.91% | |
| Slhqjmxy TT Hkfdwrq YKN Q | WMJGSW | Large Blend | 26.53% | 8.45% | 14.91% | |
| Fwhfkk Wwsjd Bnp Vwrttg Jhzdhdgg | KZVG | Large Growth | 35.77% | 7.42% | 15.49% | |
| Vbqgcq V&R 669 Fnkmr DJDG | YZGG | Large Blend | 9.07% | 3.49% | — | |
| Lkgqlx Cxsjns Wswbjy TpFspc Zg Zvjs | RFKGN | Large Blend | 27.33% | 7.32% | 14.18% | |
| Xclfqnm Wyzqqnkc | BTNBW | Large Value | 30.78% | 9.93% | 15.88% | |
| VPTFHNPZ Bdhtkmh Xwf | WGFDM | Large Growth | 24.99% | 6.35% | 11.60% |
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.