Core vs. Non-Core Investments

Your portfolio needs a solid, reliable core if you are to achieve your investment goals

Morningstar Editors 12.08.2013
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The core holding concept might not be the most exciting of ideas, but what core holdings lack in thrills, they make up for in importance. A core holding is just what it sounds like: It's the central part of your portfolio. The core requires investments that will be reliable year in and year out. They're the solid foundation for the rest of a portfolio.

To reach your investment goals, your portfolio needs a solid, reliable core. The rest is often frills.

What Makes a Core Fund?
Large-cap blend funds, which own big companies with middle-of-the-road stockprices, are core stalwarts. Large-blend funds usually don't lead performance lists, but they're even less likely to bring up the rear. They're boring, which makes them ideal core choices.

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