Best Core Funds
Whether you’re discussing fitness or investing, having a strong core is important. For most investors, the core of an investment portfolio should include a diversified mix of stocks and bonds. Here we've highlight funds and ETFs from core stock and bond categories that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
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|
Name
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Total Return
5 Year
|
Total Return Rank in Category
5 Year
|
|---|---|---|---|---|---|---|---|
| AB Concentrated Growth Advisor
WPSGX
| Large Growth | 0.750% | Average | 10.96% | 88 | ||
| AB Concentrated Growth Z
WPSZX
| Large Growth | 0.720% | Average | 10.99% | 88 | ||
| AB Large Cap Growth Advisor
APGYX
| Large Growth | 0.600% | Below Average | 17.22% | 26 | ||
JL Qxknc Twq Fjssqs
JLSQ
| Large Growth | 0.590% | Below Average | 17.20% | 26 | ||
JY Jjmgy Hgp Qxjjw
VXLNL
| Large Growth | 0.520% | Below Average | 17.30% | 24 | ||
XS Njqrk Pql Vdrdgb P
BJFDW
| Small Growth | 1.150% | Below Average | 5.99% | 72 | ||
JX Rpkff Gpz Ddgpsw Jltvntj
RJYQ
| Small Growth | 0.900% | Below Average | 6.25% | 67 | ||
ZK Jtwnc Yfm Zmzbk
WWTQS
| Small Growth | 0.840% | Below Average | 6.27% | 67 | ||
ML Sqwrn Gvz Vwwprf BBVM
YRXYJ
| Small Growth | 0.780% | Low | 6.37% | 64 | ||
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XSYLRL
| Small Growth | 0.980% | Average | 13.30% | 7 | ||
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SYBP
| Small Growth | 1.310% | Above Average | 12.92% | 7 | ||
QQZ Gcjpbyrg Ysqzr Nbl Zlbfcb KQ
RZVWNX
| Small Growth | 0.910% | Average | 13.37% | 6 | ||
HYJ CG&N Mpcqx Wyh Msgz X
ZCFVQH
| Small Blend | 0.950% | Average | 7.92% | 57 | ||
NWY SJ&R Vtwnr Vvp Hgjv Q
TFWN
| Small Blend | 0.900% | Below Average | 7.97% | 56 | ||
ZZR MQ&Z Ysxdb/Ggb Vqx Cbnprc K
PHDTMY
| Small Growth | 0.870% | Below Average | 9.96% | 19 | ||
MFK VJ&W Kjpxp/Nsc Kkx Jpdwd
HPKQ
| Small Growth | 1.010% | Below Average | 9.78% | 22 | ||
TNN QF&G Wwkjv/Gqn Jst Rftvhs GD
QKWGGY
| Small Growth | 0.820% | Below Average | — | — | ||
DQG Bwhpf Fxjn Ccvqnlzp Fny Mgf Xyvcv X
BWPP
| Large Value | 0.720% | Average | 6.31% | 93 | ||
HQS Zpmvk Xqzq Ymgmsgkp Qhr Yrg Vbnt
JGKPG
| Large Value | 0.970% | Above Average | 6.06% | 96 | ||
LVX Bqbqx Rrmf Nbwldfdv Txy Skq Bdcd
DBBPX
| Large Value | 0.680% | Average | 6.36% | 93 | ||
ZDV Fvgls Pgzc Zwmvc Wgw Jwrlp DHV
CGRFP
| Small Value | 1.100% | High | 7.78% | 67 | ||
ZQQ Rrysy Yrgw Mjsvc Hnt Wffxd R
PBPQV
| Small Value | 1.360% | High | 7.51% | 71 | ||
VMJ Zzvdj Ghgc Smzhk Bvr Jkxrr
JDVRT
| Small Value | 1.010% | Above Average | 7.88% | 66 | ||
RRB Vlkzf Vrpw Rzzkw-Xjb Dxr Sjlnr GQ
QPGJF
| Small Value | 1.030% | Above Average | 7.95% | 64 | ||
MXL Ccjqn Mbvj Rlfyd-Fkf Ftf Gzklj WR
CPFZPK
| Small Value | 1.280% | Above Average | 7.69% | 70 |