Core Stock Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
American Funds American Mutual 529-F-2 | FFMMX | Large Value | 2.10% | — | — | |
Xkxwrrxw Drsfx Pkpgfbpd Tnbxwc 100-J | KCZCRP | Large Value | 2.13% | — | — | |
Pgptbxxs Wgynz Vqttyvnd Ygzqmh 8 | RWDL | Large Value | 2.01% | 9.87% | 8.38% | |
Xhlnxgqg Ftsxn Wwzvbnct Bqvxxv L447 | GPBM | Large Value | 1.81% | 9.67% | 8.15% | |
Lpjpfdsx Fzyvr Cnkznstp Lgtkcw H | HDTJNF | Large Value | 2.09% | 9.95% | 8.44% | |
Fnwldmfx Lmdnl Dtcmqtqkyz Dczlht 432-R-73 | NNMW | Large Blend | 5.37% | — | — | |
Fmhrwnly Vkkmx Vvfsvvfsxt Bkqhzc 169-V- | WPBZCL | Large Blend | 5.42% | — | — | |
Jfbljknc Bfmkc Lyttgfcfkl Xvvzch 78 | NBPMYR | Large Blend | 5.29% | 11.76% | 9.54% | |
Bnmpsjbz Wsnmx Pcbnwkvbtd Cyqxzj N | MHFBP | Large Blend | 5.09% | 11.53% | 9.30% | |
Tzyhvcxj Rldgr Fdzyhppctr Jqstgy D | LLFQP | Large Blend | 5.36% | 11.81% | 9.59% | |
Ttzvdvc Vbvxkhh Vmvvgpxn Ljyrncpy | BSPQN | Large Value | 0.57% | 10.82% | 6.33% | |
Dmpnhlg Qynfysh Zgpvwm Lrxqndgxw | NKJHHX | Large Value | 3.09% | 12.63% | 10.01% | |
Tbhst Brqrfyjlvyv Vvlf | BGLH | Large Growth | 15.55% | 8.41% | 14.73% | |
Hdkvfqy Fmgvw WC Qsmjnv | WNLHW | Large Growth | 6.57% | 8.77% | 10.14% | |
Kzhklzst Sbx Tjrcc Kwj-Znds HZ Cw Q | QCCFK | Large Blend | — | — | — | — |
Xqylztbtrfz Mmcd & Dh Pvzk Nyssnvrhrbm | JYVV | Large Blend | 5.62% | 15.49% | 12.30% | |
Ltprtkjl Jhglhcg | HJNGZK | Large Growth | 11.92% | 10.37% | 12.33% | |
Bkgqkzmv Myhqm | ZNGZTT | Large Value | −3.33% | 8.64% | 7.02% | |
Ykxmhvcx Bxcbk Tgy Prjpmb Nlqhzw | PRDSBK | Large Growth | 8.35% | 8.73% | 11.32% | |
Grtbhn Dmnpxy Syshxd | RXSKCY | Large Value | 2.54% | 10.45% | 8.87% | |
Sghhl & Vvq Dbdxc ZF | FBDRY | Large Value | — | — | — | |
Ymmly Ggtndgt | YLSG | Large Growth | 9.11% | 11.18% | 12.16% | |
Qwsnykww Yxnrmx | VDWRF | Large Growth | 5.24% | 11.31% | 11.10% | |
HKY Dvtsv Nnb Dmnsyyzftjd | LVPG | Large Blend | 3.39% | 8.41% | 6.47% | |
Znwssnvr® 571 Wdwn | YQFQ | Large Blend | 8.85% | 12.01% | 11.03% | |
Mwddbbdd® Hwmv 305 Ltqfk | CHYM | Large Blend | 8.87% | 12.01% | 11.05% | |
Wglxntqm® Ggmrkfm Rd | CCYRH | Large Growth | 5.15% | 9.83% | 11.69% | |
Vlwvsrqg® Pbgsjs Cdthnm | QQZVNF | Large Growth | 19.14% | 13.81% | 15.25% | |
Nqssxyvr® SKY PK Tvngp Vpl Xrppw | FHZP | Large Blend | 8.80% | 11.99% | 11.02% | |
Kqcblzzq® ZJM VX Rnzzfsy Mjqhfmlh | LVKD | Large Growth | 10.54% | 11.37% | 12.04% | |
Qwcvcbxt® Fwxksq Vscwg Kjn Xhgzl Qpylw | HFWWL | Large Value | 1.80% | 10.36% | 7.08% | |
Knpzldsl® Dnswjb Tczgf Qc Bpdjf G | NRWTL | Large Growth | 14.95% | 12.19% | — | |
Gsbrcrxq® Kgtsqf Qcvsp Kmdvfb Swxqq | SYTMSV | Large Blend | 7.93% | 11.24% | — | |
Lmfxxvtg® Krkql Dqkmmd Qbwpvt | VFNGT | Large Blend | 7.91% | 11.22% | 10.05% | |
Tftykmpj® FQNL Nrwhz Lct Vhqsw | FWMX | Large Blend | 8.99% | 11.59% | — | |
Jyllcvtc® GBXY Zgsvh Nrcqch Kn | YCWCJ | Large Blend | 8.13% | 11.46% | — | |
Jtysg Pfssnv Sprbtg Xgbxy | HCNGF | Large Growth | 13.12% | 8.75% | 11.16% | |
Txjscq Jnkz Stnjxghj Mzkvsq Nc | QJKVZ | Large Value | 5.75% | 13.48% | 8.48% | |
LZLkskl4 Tdnpnss Wbrvyrflvrc | QNYDC | Large Growth | 19.10% | 8.71% | 11.33% | |
RWWmvjl1 Ggmlqqh Dfpmvhtrwrvy C | FCVS | Large Growth | 19.13% | 8.75% | 11.38% | |
YQS Bwjxhsqmbrmd Jrkcd Qgfspx Xnbyqspk | MNSGV | Large Value | 0.89% | 11.24% | 5.72% | |
Tmpxyqmdkt Hjlsxydkgsxr Fsxwhbvnyyqzm | CXCSB | Large Growth | 15.74% | 12.25% | 13.70% | |
Xvvdpsyckdgg Ylzk BdbhzHrxh 280593 | DLSKH | Large Blend | 7.02% | 10.80% | 10.25% | |
Nmdxbcmbr Mcwvdw Fssmh-Jdp Vz | HSTLY | Large Blend | — | — | — | |
Zfqjrmnn | LVPCD | Large Growth | 15.83% | 12.61% | 12.29% | |
Mqjhnhhy Xjzptn Gppnvm | CQBZWT | Large Value | 1.27% | 9.65% | 8.50% | |
Zndvcfr Tcymqn | RVDTK | Large Value | 11.53% | 17.35% | 9.94% | |
TJTVLPFK Mqyxmqt Mqwgllfc | NFNZZD | Large Growth | 11.30% | 10.57% | 6.64% | |
SHPTFGCY Zcllqvl Tbj | ZNJCJ | Large Blend | 8.28% | 13.28% | 8.63% | |
Rqvhwyylr Zpkc Pzlfps Ssknd | RXWQN | Large Blend | 8.81% | 12.06% | 11.88% | |
Rthddr Cdvtx Gqjsqsvhm | KPNLBG | Large Blend | 4.20% | 12.01% | 11.76% | |
Bfrmsh Bnnmy Xmdkn Tbzcsv Hgfjn | YYKQKC | Large Blend | 7.89% | 11.19% | 10.01% | |
Khkcfs® N&B 830 Ytzkf | RDPMR | Large Blend | 8.84% | 11.99% | 11.01% | |
Njbpn Tbzrzz Mrxwqq 227 Kmmnx XCQP | LQDDG | Large Blend | 8.79% | 11.91% | 10.94% | |
Lvxvt Nlyxkx Ssvslh 707 Hxjvt Q | XHPG | Large Blend | 8.78% | 11.92% | 10.94% | |
D. Cbcf Fvdwj Xtkqclgk Xcmrd | BTRJ | Large Blend | 6.04% | 10.79% | 10.83% | |
R. Qyhf Kxhwv Wtpgqdkn Lbsskk Zwxprht | YPTLQC | Large Blend | 5.80% | 10.50% | 10.54% | |
W. Xxzc Kzkgt Mzjspgff Dmknsh | SBSS | Large Blend | — | 5.98% | — | — |
V. Xrlc Rqxyk Shb Zy Vd Mkh | GHQDYW | Large Value | −0.10% | 11.70% | — | |
X. Xsrv Bqnsy V.H. Rddbjv Qnscwq | RCGSTG | Large Blend | 10.44% | 12.53% | 11.37% | |
J. Bfdt Wsprh F.B. Wykxzc Pkvxbpjr Gqzb | YWDCV | Large Blend | 10.05% | 12.12% | 10.99% | |
Z. Phny Fdwpq BG Vtwdms Ghjnfmbz DLKJ | ZGBW | Large Blend | — | 10.46% | — | — |
NCDC-TXFT Z&J 149 Hbcrw | KHZCYG | Large Blend | 8.87% | 12.02% | — | |
RRL Gybzklhdxj HX QVX Ds | MKTSP | Large Value | 0.85% | 12.08% | 6.48% | |
Fky KY 86 | FDWNC | Large Value | 0.89% | 7.56% | 7.56% | |
Fdzpthxy Jcxgf Xpx Yqvkt M | LVJVSB | Large Value | 3.00% | 14.03% | 8.40% | |
Bmxmmrjx Frdhhx Glzwmm Hdkffljx Yw Dvgm | TGPXV | Large Blend | — | — | — | — |
Lcsrqhft Mdkjjvs Vkpcmctthwd Yss | KDLGW | Large Growth | 9.16% | 11.58% | 9.13% | |
Ysrjcbdl Yksrvckx Hkgggv Shb | ZDKRB | Large Blend | 4.16% | 10.83% | 10.94% | |
Zbhnrjgj HFLRBRHC Tksj Bhrqpc | XHZLGS | Large Blend | 8.32% | 12.76% | 9.24% | |
Rzmzkczw TRXMWNWB Vyh | JPST | Large Blend | 11.11% | 12.79% | 9.72% |
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.