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 | 10.97% | 90 | ||
| AB Concentrated Growth Z
WPSZX
| Large Growth | 0.720% | Average | 11.00% | 90 | ||
| AB Large Cap Growth Advisor
APGYX
| Large Growth | 0.600% | Below Average | 17.49% | 27 | ||
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DHDSMT
| Large Growth | 0.590% | Below Average | 17.47% | 27 | ||
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NQKWJQ
| Large Growth | 0.520% | Below Average | 17.57% | 26 | ||
WY Brvtx Jpn Wcyrxb
FDWT
| Small Growth | 1.150% | Below Average | 6.05% | 72 | ||
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BKGYK
| Small Growth | 0.900% | Below Average | 6.32% | 65 | ||
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ZKFS
| Small Growth | 0.840% | Below Average | 6.34% | 65 | ||
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MHTHJ
| Small Growth | 0.780% | Low | 6.43% | 63 | ||
NSQ Krnzxcqh Bxsbr Lnl Cvtzsw ZFCG
FCQXWP
| Small Growth | 0.980% | Average | 13.38% | 5 | ||
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SXMYD
| Small Growth | 1.310% | Above Average | 13.02% | 5 | ||
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NLXJYY
| Small Growth | 0.910% | Average | 13.44% | 5 | ||
ZTG DC&V Sssky Xdn Dzbf
BDBRB
| Small Blend | 0.950% | Average | 7.81% | 57 | ||
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LBNZGD
| Small Blend | 0.900% | Below Average | 7.86% | 52 | ||
HDY YZ&M Cpsls/Hdc Fgj Wdzkmx
NFMXN
| Small Growth | 0.870% | Below Average | 9.68% | 17 | ||
ZNR VZ&V Ksgzx/Ldg Ptn Ktqmfp TZ
SLSZHT
| Small Growth | 1.010% | Below Average | 9.49% | 19 | ||
ZLD KZ&W Hcrcm/Jwf Brb Kbcdgt
SJLGK
| Small Growth | 0.820% | Below Average | — | — | ||
GZG Xnfjz Fnnw Zqcgcrbx Mcr Fhc Bkrgb BSK
ZBLDK
| Large Value | 0.720% | Average | 6.19% | 95 | ||
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SQLN
| Large Value | 0.970% | Above Average | 5.91% | 96 | ||
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DJMWM
| Large Value | 0.680% | Average | 6.24% | 95 | ||
SRN Tndqk Fbsm Kwcgy Wby Yprbz SYZ
ZBSXKJ
| Small Value | 1.100% | High | 7.71% | 65 | ||
YCK Hpwpc Ykhq Xcypy Wvg Cvlhl DY
PHVKWL
| Small Value | 1.360% | High | 7.41% | 71 | ||
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VZMXBW
| Small Value | 1.010% | Above Average | 7.82% | 64 | ||
LWL Pdbnq Fnfd Qtmjv-Zns Spp Jbqvf QSLD
PVKRJ
| Small Value | 1.030% | Above Average | 7.75% | 65 | ||
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RPQQBZ
| Small Value | 1.280% | Above Average | 7.48% | 69 |