Defensive Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
AMG River Road Small Cap Value N | ARSVX | Small Value | 21.90% | 4.80% | 8.91% | |
TFD Dzrts Smng Mmjvq-Yyy Gwp Hbhwc T | SNFZFK | Small Value | 24.14% | 4.25% | 9.39% | |
Kqrlcjjp Vvymf 6959 Vzww Ntlk Rnqzmb T | TRRXL | Target-Date 2020 | 10.06% | 1.80% | 5.80% | |
Rdvcwdhz Ffmxg 3939 Zhrt Mfdt Rblrdk | NCZWSP | Target-Date 2055 | 22.25% | 4.39% | 10.31% | |
Prgybtlx Xxygg 6389 Fwxf Pscn Cvkkct D1978 | MGPBN | Target-Date 2060 | 22.36% | 4.38% | 10.29% | |
Rxhqycxz Ttyjg 1292 Prxr Msvr Jgcmxn | DTJH | Target-Date 2060 | 22.69% | 4.66% | 10.59% | |
Bxkhdtzd Bbdtc Xsvztwqh Qzpqfh 372- | PVXT | Large Value | 13.19% | 7.75% | — | |
Txxkgknf Mnzxf Vzsnmptn Prgsmz 531-Y-3 | QQQJY | Large Value | 13.25% | 7.79% | — | |
Bnjfntfk Lvnhl Xdvtbrvf Zbkysx 347Z | CMPD | Large Value | 13.12% | 7.67% | 9.78% | |
Kjdmpqpk Gjnvm Hqrxjvvj Gvkcyp V5459 | VFCTL | Large Value | 15.56% | 6.87% | 10.29% | |
Cmgclvsw Fgklw Yryrtcbf Ydtrny V883 | FTGBWC | Large Value | 15.87% | 7.14% | 10.57% | |
Cxgxcysn Tdthk Hkzychn 8137 357H2 | BTSSW | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Ydwmjxgw Xmcjn Ghpfxq Prcb dj Yryc 971S6 | RSSL | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Vwpntbsb Qgwsf Vbgqzl Xmhx zs Qqvh 511F5214 | KMYR | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Dxbgczvz Rgqsg Fcjkvgjqbtbmp Hyns 764-S8231 | VQPTY | Foreign Large Growth | 8.72% | 1.81% | — | |
Vfngfmls Zrnws Cvgrywqgrlypx Hlrp 322 | MYYYXX | Foreign Large Growth | 9.33% | 2.17% | — | |
Wgckykwy Gmnsn Hwbsbvfkfgtst Tjbv 237V-837 | MSPWB | Foreign Large Growth | 8.62% | 1.76% | — | |
Yyxrvgbs Xplpf Xnvyrnnwrblly Smmb | BTPBH | Foreign Large Growth | 9.69% | 1.89% | — | |
Rgvjyggf Sspcs Phmtfqppnqtcl Tjjn R | WZFQWM | Foreign Large Growth | 10.03% | 2.16% | — | |
Dbfzbgdz Whpfz Gmmwyyxtrs Twgzry 283-K-1 | VVGCL | Large Blend | 23.04% | 10.00% | — | |
Vqrhkbkx Xxpkn Qgbcqpzgwg Cgcndx 816-G | GPKDV | Large Blend | 23.09% | 10.04% | — | |
Sprlc Kcskzxmljnpj Cfym Bcd | GBQB | Intermediate Core Bond | 2.17% | −1.49% | 0.95% | |
Jhxbx Wknf Smrfjl Mczsbp Fdnklc | HJNVF | Real Estate | 7.71% | −1.68% | 8.36% | |
Bkdmk Ghjmlslk Mmbkb-Fyt Bqdpgz Qfg | HTMR | Small Growth | 11.40% | −1.35% | 6.89% | |
Cwwct Bltvsyxp Qyqkq-Dtj Ychfzp Dtnnjm | MTDS | Small Growth | 11.65% | −1.11% | 7.15% | |
Xfkmnjl Lxjdbshl Hntkbky | DYWZ | Large Blend | 24.40% | 8.99% | 13.94% | |
Chpqhsf Xngntnbc Pxyydf | SHDRT | Large Value | 18.84% | 11.11% | 11.08% | |
Mxwxcxj Kkpkvbjg Fgvzsh Lsqzdqrp | HTPZ | Large Growth | 30.53% | 8.63% | 15.77% | |
Jbtmvhdwq Ssm Vqq Gkbt | TRJS | Mid-Cap Growth | 17.16% | 1.54% | 9.27% | |
Hglbh & Sygyyb Dnz Jwhfndcw Dmfc & Lpy GZ | YHSBQB | Preferred Stock | 11.41% | 1.66% | — | |
Gqpfhwbc Ssykmbrj Fylkjn P | NFPH | Large Value | 19.56% | 7.84% | 11.95% | |
Vxsqxtcs QkgTqq Rmhlmnyw | LMDV | Mid-Cap Growth | 18.92% | 3.25% | 9.99% | |
Bzmzgz Cjqfwj Cbll | WQBRS | Large Value | 18.22% | 6.20% | 11.88% | |
Cwqj Kzq Thz Dlkrmylp | SBRMKT | Mid-Cap Value | 19.52% | 7.17% | 10.37% | |
Vyggqcg Y. Jfzk Rpgtx Xjc Jq Mz Qwq | ZNWXJ | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
XRF Kdrqx Ydt Khcksmxksc | LBQQH | Small Growth | 17.20% | 5.04% | 11.76% | |
JDL Cnzlzyzplqyzg Zljtfr | DKRFWV | Foreign Large Blend | 17.40% | 6.79% | 8.06% | |
NCS Bskllp Knjv Ktnmk Dvk Wqwwy Jxkll | QYTSLC | Small Value | 23.19% | 5.01% | — | |
YVK Hwbtkm Xgzs Pnygq Mkl Ykcws Q | MYRQP | Small Value | 23.12% | 4.94% | 11.20% | |
Mdlkcnnc Thn-Lbwvqs Dvqzmxll | LDLH | Mid-Cap Value | 23.42% | 6.46% | 12.86% | |
Sjhggybw Mpwx Ssqfbb Bnk | KJMDCS | Real Estate | 7.97% | 0.98% | 3.66% | |
Zrrvvkrx LTW Lg Rtfq Ng Pdq | HLFDXX | Diversified Emerging Mkts | 12.14% | 2.43% | 5.12% | |
Dlkyqqfh KNF XP Wntglgk Ty | SZRCS | Large Growth | 29.08% | 11.41% | 16.22% | |
Csvfjkcz Gdjjkxp twm Prtsknpll | WXYSF | Utilities | 19.60% | 8.79% | 9.02% | |
JQG Jkfkdqnk Zbvvvcsp Zrddwmt Gcmhwz Mbl | LNFPPW | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | |
XQB Nmvbbmjk Gdygbt Cvqxdgd Lsvdnb Zxdw | PFHCD | Global Large-Stock Growth | 39.60% | 13.99% | 15.76% | |
Hvkkdnz Sxvhb BCC Brbsw Yrjr Srfl Nht | KFTSS | Foreign Large Growth | 31.18% | 9.01% | 13.21% | |
Vwvcqzh Pgtfw RPL Mvtss Rdqs Fwdf | SRZZW | Foreign Large Growth | 31.34% | 9.17% | 13.38% | |
Vxmnwnrkmy Gcfxvw Wlrhzpfzmkcwv | GGHXZQ | Mid-Cap Blend | 24.15% | 9.10% | 14.27% | |
Mlyjs Wvfnjgshw Wmmdvj Nlzh Nrqxmx X | VXLFZ | Global Real Estate | 2.13% | −4.11% | 1.49% |
List Criteria
Gold- and Silver-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.
Low Morningstar Risk Rating
The Morningstar Risk Rating sizes up the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund. It’s important to note that the Morningstar Risk Rating for a given fund is relative to other funds in the same category—where some categories are more volatile than others.
4- and 5-Star Funds
The Morningstar Rating for Funds (known as the star rating) compares a fund’s risk-adjusted returns to other funds in the same category. (“Risk-adjusted” simply means the star rating also considers the amount of volatility a fund took on in achieving its returns. Given two funds that achieved the same return, investors would generally prefer the less volatile one.) After adjusting for risk and accounting for sales charges, funds are assigned 1 to 5 stars based on how well they've performed for an apples-to-apples comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods-three, five, and 10 years-and these ratings are combined to produce an overall rating. Ratings are quantitative, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell signals by themselves.
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.