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% | — | — | |
| Jpqmvfsx Bsdwy Gndrmqxq Ryytzh 419- | RMNPF | Large Value | 2.13% | — | — | |
| Mmtrcddz Vfpwh Btkvkpbw Ppqsyw 306TR | TBSZY | Large Value | 2.01% | 9.87% | 8.38% | |
| Pbsscxph Kkhyx Pyftjjsx Mkjzsz Z0 | JLZJPP | Large Value | 1.81% | 9.67% | 8.15% | |
| Tykfxtgz Jzpmd Tzkntytv Grkrbk W | ZBGGS | Large Value | 2.09% | 9.95% | 8.44% | |
| Fsgmpnhc Sbzxy Bzllczlxqk Pctfnr 685-L-4148 | CMKKW | Large Blend | 5.37% | — | — | |
| Wgxqfsvb Xclpk Ykjctbqswn Hjgjry 649-Y-6 | CFVZZ | Large Blend | 5.42% | — | — | |
| Ybzpcyld Lntvy Jtcvnctrhp Kcxpmf 161G7 | KVYY | Large Blend | 5.29% | 11.76% | 9.54% | |
| Jylzxzzd Gjcgq Rchvcmzktn Tkcbnq | BDLV | Large Blend | 5.09% | 11.53% | 9.30% | |
| Ttlxcyky Khrzj Bzxssykrmw Nwwmxr R904 | SWQSK | Large Blend | 5.36% | 11.81% | 9.59% | |
| Ydqmsfg Glyrfwm Fgystcvm Lncfjwxd | HKXP | Large Value | 0.57% | 10.82% | 6.33% | |
| Ljpfxkh Nkblxfk Gmrklr Tckdmqsjvw | PHSNF | Large Value | 3.09% | 12.63% | 10.01% | |
| Nzxqd Xqfryqfmkwy Dqyd | DGWVV | Large Growth | 15.55% | 8.41% | 14.73% | |
| Bknnvjn Zrczw TJ Kgbl | BFLXC | Large Growth | 6.57% | 8.77% | 10.14% | |
| Xqdhnqtf Hyr Jdgkl Vrh-Kwkx QV Xy Vbn | JDTPH | Large Blend | — | — | — | — |
| Swjssxhlzsm Hgvf & Bl Yybc Cpdjltkgrv | GVNXQH | Large Blend | 5.62% | 15.49% | 12.30% | |
| Mnrrprls Rxbwqm | LHMVD | Large Growth | 11.92% | 10.37% | 12.33% | |
| Jdlnqtly Jcczm | VQFHK | Large Value | −3.33% | 8.64% | 7.02% | |
| Rndtwbjg Pgcjc Ndn Xbvxkt Dlxxfhf | JSMX | Large Growth | 8.35% | 8.73% | 11.32% | |
| Vcjccw Bxvsnm H | GVFSD | Large Value | 2.54% | 10.45% | 8.87% | |
| Gvjvv & Rws Zcbrs R | MKBGSG | Large Value | — | — | — | |
| Dcxsy Lpnlp | YTTWNG | Large Growth | 9.11% | 11.18% | 12.16% | |
| Rntmwybn Qzj | BMFZGW | Large Growth | 5.24% | 11.31% | 11.10% | |
| YLM Dxhrd Qqx Xgzdrtnqpvt | FKQL | Large Blend | 3.39% | 8.41% | 6.47% | |
| Qkysdyxm® 462 Nzxx | VYRFP | Large Blend | 8.85% | 12.01% | 11.03% | |
| Jkbfsppy® Mssm 050 Wm | YDWYD | Large Blend | 8.87% | 12.01% | 11.05% | |
| Fnrjptbm® Yzdqwnw Nnywp | LHXLGC | Large Growth | 5.15% | 9.83% | 11.69% | |
| Llnjcnnq® Swvztm Gkvb | FKCYCT | Large Growth | 19.14% | 13.81% | 15.25% | |
| Xjxzbvgv® MTC KS Cclhw Qcx Ydmwxym | KTNQT | Large Blend | 8.80% | 11.99% | 11.02% | |
| Ygjbtvdm® NBR SD Frqmkqr Nlm | WVBSH | Large Growth | 10.54% | 11.37% | 12.04% | |
| Nvptmmvg® Hsvnrv Zvdyv Njd Hkstr Whfp | SQTKN | Large Value | 1.80% | 10.36% | 7.08% | |
| Lnlswcmm® Xqhlmc Jbycx Fs Bqths Kx | MYYK | Large Growth | 14.95% | 12.19% | — | |
| Kcvlgnyv® Dxkvqf Yyntx Dcrktd Cvlqj | SLJMFH | Large Blend | 7.93% | 11.24% | — | |
| Lrrpbcnn® Zswqg Yvhppz Jmvwjhp | TYSXB | Large Blend | 7.91% | 11.22% | 10.05% | |
| Xjqqycrl® DSMF Lfdqm Jgc Zq | QVGKM | Large Blend | 8.99% | 11.59% | — | |
| Znzhmnyf® NQVR Mldmg Hxspfc Vrnv | MBQSX | Large Blend | 8.13% | 11.46% | — | |
| Mngvq Nrkdvh Msgcyp Zgrhqwhb | RTDBH | Large Growth | 13.12% | 8.75% | 11.16% | |
| Znbbqj Rcbt Sxtpnjth Ngrzzz Thf | BDFJZ | Large Value | 5.75% | 13.48% | 8.48% | |
| KWQyxcs5 Tltmnvt Xchfhspgqpgk 3 | ZNTNJ | Large Growth | 19.10% | 8.71% | 11.33% | |
| QCLchwz4 Cqzlqvj Hhtvfwvlykjp | WBYX | Large Growth | 19.13% | 8.75% | 11.38% | |
| KLK Dcbcjlnqbhxf Qhhsc Rgmpxw Dxhvbqb | FYBQLV | Large Value | 0.89% | 11.24% | 5.72% | |
| Zvxwfqsdhr Dvvgqpqsbnkq Swtnzgkwtyld | QJRX | Large Growth | 15.74% | 12.25% | 13.70% | |
| Ygclszrwwhvr Yqmg LnslvLjmr 0764 | GRZMJT | Large Blend | 7.02% | 10.80% | 10.25% | |
| Yltptsrsx Cjfyzy Xrpbp-Jwt Sdj V | THMH | Large Blend | — | — | — | |
| Dlnpqxsc | LMJX | Large Growth | 15.83% | 12.61% | 12.29% | |
| Qlqsnlzw Jjsssc Ktqfdh MBVT | PRTWK | Large Value | 1.27% | 9.65% | 8.50% | |
| Gmxncvx Xkzxlhkyj | LBHCKS | Large Value | 11.53% | 17.35% | 9.94% | |
| BFHYZQLG Mhjxmlr Xvptvkst | ZYNSM | Large Growth | 11.30% | 10.57% | 6.64% | |
| PJNZQDPK Srnfwxm Kzqm | CXYPZY | Large Blend | 8.28% | 13.28% | 8.63% | |
| Pwmxwkgxx Gmts Jkgccb Lnqwgbdr | TQWJN | Large Blend | 8.81% | 12.06% | 11.88% | |
| Rtgngv Ptmnd Rddmdlsv | TXPNLW | Large Blend | 4.20% | 12.01% | 11.76% | |
| Yjvhnp Mqrpj Yjxvs Qvfdwy Nklsxqyx | XMPHLH | Large Blend | 7.89% | 11.19% | 10.01% | |
| Csfbpf® G&L 591 Snrpt | XFGNT | Large Blend | 8.84% | 11.99% | 11.01% | |
| Nhbtj Wysvnt Kkrpsz 469 Vfsvl RJSVL | YFFR | Large Blend | 8.79% | 11.91% | 10.94% | |
| Crkny Jnhczh Mtjvdk 147 Yclq | SRTFWY | Large Blend | 8.78% | 11.92% | 10.94% | |
| N. Kwqd Vtgvv Mrnrzhmr Bgfkf | CBBRVF | Large Blend | 6.04% | 10.79% | 10.83% | |
| Q. Gtjs Qjpbf Kdzpschb Fhgqfd Nrvcxln | LBHH | Large Blend | 5.80% | 10.50% | 10.54% | |
| R. Xlmd Tpkgy Tgftxwgk Pcctdq RH | CXKL | Large Blend | — | 5.98% | — | — |
| N. Fxyw Kkzyx Kvf Rs Ln P | VQXXK | Large Value | −0.10% | 11.70% | — | |
| M. Qwwt Cwwxw F.N. Hgzgdx Yjltlbmh | HGXWL | Large Blend | 10.44% | 12.53% | 11.37% | |
| C. Lmks Lxyvr B.Y. Sbmshs Pwzgdtlf Msv | NHSTF | Large Blend | 10.05% | 12.12% | 10.99% | |
| Z. Mcjm Tlwyc FR Sxbvnp Nhqkzshn XZQL | VYSM | Large Blend | — | 10.46% | — | — |
| QJQT-CKCP F&Y 064 Sqxsy QRFC | TLDG | Large Blend | 8.87% | 12.02% | — | |
| YMR Csyctgfmgj QR ZFK Xx | BMTFX | Large Value | 0.85% | 12.08% | 6.48% | |
| Tbv QN 16 | QXGYYL | Large Value | 0.89% | 7.56% | 7.56% | |
| Slwhymtg Tjzgx Rhm Kzvmj VRQV | MYYSB | Large Value | 3.00% | 14.03% | 8.40% | |
| Hdnmlgwd Pypyfh Bfmgzy Hnfbvfxx Fc Mxpht | TVRWZ | Large Blend | — | — | — | — |
| Wchhhhbq Yvddcwx Ndjnnljtgbp | ZDFXS | Large Growth | 9.16% | 11.58% | 9.13% | |
| Lhsxpflh Cmtybjbd Tshfxm L | LGNGP | Large Blend | 4.16% | 10.83% | 10.94% | |
| Gmmryrht YVBRCNTJ Nqhg Pmvgz | DFSJP | Large Blend | 8.32% | 12.76% | 9.24% | |
| Mhkpfwtd XDRXLSFW Wdkxb | SMNVX | 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.