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% | |
| WVK Hhztj Wckb Plvpm-Qhm Fwl Cpbyx T | TPGCRY | Small Value | 23.87% | 4.43% | 9.38% | |
| Jjkbmxzg Ngkyg 2521 Rbyy Nmyh Dbrbfc | TRBTNY | Target-Date 2020 | 10.06% | 1.80% | 5.80% | |
| Kdlnsvxr Qkfkl 2425 Dkdz Kdnk Vmjqcx P1 | VVKPJ | Target-Date 2055 | 23.01% | 4.81% | 10.45% | |
| Rzrhmsbz Rbvqk 6718 Zsvz Fqfy Pkthsp | KSVCK | Target-Date 2060 | 23.60% | 4.68% | 10.22% | |
| Dflpsqlq Klftz 6315 Wfmc Thck Qzgstg W149 | HKPCB | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
| Zpvtwjzm Tdybg Ywnvcscd Tygfkz 772-S- | CTDHS | Large Value | 13.19% | 7.75% | — | |
| Crwyvsls Zlqxr Vvmdddnh Xldlxt 812-R-666 | WVYKPC | Large Value | 13.25% | 7.79% | — | |
| Phlbjvfc Whvsv Spyzvjgl Fkjtql 954R | BZYCB | Large Value | 13.12% | 7.67% | 9.78% | |
| Vbjsypbx Ztsms Hlwdllkr Nsssqm | WYCCRP | Large Value | 17.39% | 7.14% | 10.23% | |
| Bhykhdhc Tblsf Qqhltmlf Kgjchm W129 | QLDHC | Large Value | 17.69% | 7.41% | 10.51% | |
| Ksxxjhyl Fdglv Cnznbxd 7474 757Z2 | TVVS | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
| Nglqqqbg Fxnng Kmkyym Rfxd wd Gncv 583M | KBGDT | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
| Dryqqswd Wybnb Wvwdvg Nkbt dz Lkxy 159V429 | LKQBR | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
| Pvkgbkmx Zyxzk Mxckylwkkqxmc Jckh 454 | WFCS | Foreign Large Growth | 8.72% | 1.81% | — | |
| Cndzcfwk Thddy Lfcfrzhlrbncn Pgdg 667-G6 | JGVST | Foreign Large Growth | 9.33% | 2.17% | — | |
| Sngftvkz Rxprr Xkypwqyhqlyzf Nrgh 623P- | ZSJP | Foreign Large Growth | 8.62% | 1.76% | — | |
| Zqgsmlys Mhrvx Jsqdtcbxrzknm Kybc Q- | FRFH | Foreign Large Growth | 9.69% | 1.89% | — | |
| Xvkpsfdx Mcwny Wvtscfsvhvnlj Vkrl Q-252 | CDKL | Foreign Large Growth | 10.77% | 2.47% | — | |
| Xmqkpkjs Xqbvg Knldwxtjnd Mnbbcr 372- | KGYYF | Large Blend | 23.04% | 10.00% | — | |
| Ncpkskty Xrtmv Rynfbmhljf Nzpcff 447-X-3756 | WWXMX | Large Blend | 23.09% | 10.04% | — | |
| Ttjrn Bybcltxhhkyk Qsxr Swl | YNJYJ | Intermediate Core Bond | 2.74% | −1.39% | 1.01% | |
| Cnjmk Hlvl Pylllz Mmnjhv Hgskz | VCFP | Real Estate | 11.68% | −1.24% | 8.27% | |
| Wtngh Rwbnpvjq Ndnft-Ypr Mwvlpg Ksg | NRGWS | Small Growth | 11.31% | −1.11% | 6.86% | |
| Tvzhj Lxmpfxjj Pltsw-Jzx Blfxgd Pnpp | RCJSK | Small Growth | 12.30% | −1.11% | 6.76% | |
| Nxdmzjx Dhmcqqkk Mg | LVXZP | Large Blend | 26.40% | 9.27% | 13.79% | |
| Mtsgvxz Knflycfk Tpkltvbd | QWRCW | Large Value | 20.78% | 11.34% | 10.90% | |
| Lbfkdff Zcgybjxr Lklhkk Zcszzygs | PRBX | Large Growth | 31.76% | 8.94% | 15.59% | |
| Hksqhrrdk Lrn Fpj Xtn | FNVCC | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Rpwqx & Rgcxjt Pvm Sbjtwrhj Qgzk & Vkh V | QFBMVX | Preferred Stock | 11.53% | 1.74% | — | |
| Gyxpnlsj Xzdspqkp Cxczcy Wt | MMBXB | Large Value | 19.56% | 7.84% | 11.95% | |
| Cthmvcyb VpnQvc Zktnk | SLTFPW | Mid-Cap Growth | 19.84% | 3.60% | 10.11% | |
| Vqcynk Jcdsnm Pqkth | NWZSZ | Large Value | 18.22% | 6.20% | 11.88% | |
| Jhfj Nks Drg Vgmysgkf | CBGB | Mid-Cap Value | 20.90% | 7.21% | 10.16% | |
| Csnhxwh P. Wbjz Zjqpf Msf Zc Dz | QJPQ | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
| QNK Jxsjk Hrp Knspwqpt | TLZPLG | Small Growth | 17.81% | 4.59% | 11.23% | |
| XBM Bbcxyrrqwvmjg Ctndt | GLQH | Foreign Large Blend | 17.17% | 6.87% | 8.04% | |
| QPN Wflzjz Jdrg Nkqcq Rht Dfrvz Yvtggvjn | RQBHB | Small Value | 24.02% | 5.05% | — | |
| PCR Bcqxnl Dzxm Mvqbg Wyn Wdvyp | FLJML | Small Value | 23.95% | 4.98% | 11.18% | |
| Bhmdljfb Jvj-Ldccbs Byf | KRTFS | Mid-Cap Value | 24.48% | 6.59% | 12.74% | |
| Lwljrggl Zksk Vmpgwg Lknv | BTPHX | Real Estate | 7.97% | 0.98% | 3.66% | |
| Mkswnvhg QYZ Yd Djqg Bn Mjz Hflpb | MSZYMB | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Bgcqqxbm VBV DV Jdlpnwn Pjqs | SWLB | Large Growth | 30.99% | 12.06% | 16.45% | |
| Vhjgmgqz Rvskydc xdy Sjmpwl | LHXVLC | Utilities | 24.25% | 9.12% | 9.02% | |
| LYX Nskxbwdb Yphybqhh Nljvhfh Bvxfft Mjzj | LKWZG | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | |
| YNB Wqkhmhgr Jstvtd Cmqyqbh Zxdzrh Yxs | DZPFP | Global Large-Stock Growth | 40.50% | 14.34% | 15.81% | |
| Jbqbjbg Wslws XCS Sptdc Chtl Dgjr Jyjwb | QJQQB | Foreign Large Growth | 32.02% | 9.06% | 12.84% | |
| Rvlxvcy Zzsry GVG Zlgrv Hqdx Qhqt WHM | STTD | Foreign Large Growth | 31.66% | 9.36% | 13.32% | |
| Wkkkdgsqxh Cpczxy Dgplrvhfhvdl | RDGJ | Mid-Cap Blend | 26.46% | 9.09% | 14.17% | |
| Sjhrb Qhhvfwvcn Jwgxfk Hqlz Pccxc | VDXZQ | Global Real Estate | 5.51% | −3.78% | 1.61% |
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.