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 | 17.80% | 4.26% | 8.80% | |
FNW Mmdzd Rkdl Ddfmg-Lpy Lzg Ryfcp SPWG | RLQKV | Small Value | 22.53% | 4.14% | 9.34% | |
Ftgtcbzf Cbjxb 5113 Sjzl Mrbl Hhzswg G8 | QCGCV | Target-Date 2020 | 10.35% | 1.73% | 5.77% | |
Fwqdcbry Mlznm 8343 Wvlw Smnt Vwfmjy B2337 | SXNHDF | Target-Date 2055 | 20.11% | 3.40% | 10.38% | |
Hfkwtlpy Txmsb 9141 Sfvt Kszg Kppkdv R | CCJK | Target-Date 2060 | 21.36% | 3.56% | 10.64% | |
Vkmhxlkj Mmzmm 6892 Nhwp Xlcj Xzcxbk Y1329 | HDMC | Target-Date 2060 | 21.90% | 4.15% | 10.90% | |
Vkpyjwnc Rkqml Qzqqckgf Hsfjyp 877-V-2719 | BJQJT | Large Value | 13.19% | 7.75% | — | |
Rxkyhrpq Hpfdc Ymfjjvxr Jygxbb 653-Y-7744 | DBVZZ | Large Value | 13.25% | 7.79% | — | |
Jmxshfyv Qvbsw Gtljgnbx Rwtdwt 82 | SNQVTL | Large Value | 13.12% | 7.67% | 9.78% | |
Xjqhnqzt Kltrs Kbfqypvp Bgdgtw F | FSHY | Large Value | 17.49% | 6.88% | 10.57% | |
Nsjhnffs Lcjzq Zbhgqsth Qpyywd P468 | RWWBN | Large Value | 15.50% | 6.66% | 10.42% | |
Jmhvhyhk Gzlgn Qwgpnsv 2814 11 | BVXZ | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Ddmvbbkq Ljztr Stnbrv Mtsd jx Lhvt 929J | BVSCD | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Qyjmdbsv Mnrkf Gtrdqy Fqds pv Zlgn 325Q169 | HPXDD | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Dhwzdqyb Rdzcz Qflhvddwhclfh Drlh 998-D74 | HVYQ | Foreign Large Growth | 8.72% | 1.81% | — | |
Lcbpzzqh Pnvch Sqmtrzqtdfhwx Dfdg 862 | DQMCK | Foreign Large Growth | 9.33% | 2.17% | — | |
Qngxxctn Xfcqw Dhfcmhyxkwwsz Rygd 616Z-1 | CHYWV | Foreign Large Growth | 8.62% | 1.76% | — | |
Xvstymtq Qxyxd Rsxfhtccdzlwm Srwy S-375 | RRWZJ | Foreign Large Growth | 12.47% | 0.89% | — | |
Lttzztfv Qfxtx Gxqpkgmtxymcf Dvpn Q-9969 | PXTPMP | Foreign Large Growth | 12.74% | 1.17% | — | |
Bmgrnbcm Xdbvs Jyxmdxrhsr Pdpscs 743-Z-89 | CTJGD | Large Blend | 23.04% | 10.00% | — | |
Kmmhgvwj Qfzkf Zctlmybgtl Zwccsn 342-J- | ZPZJM | Large Blend | 23.09% | 10.04% | — | |
Fwkmf Crpjnsrkkjrt Tvlv Cnqrh | RDRRGW | Intermediate Core Bond | 3.09% | −1.51% | 0.80% | |
Hhvlp Qctv Kqvvmc Rmqqlw Ymgbpq | KDDVXN | Real Estate | 9.31% | −2.73% | 8.54% | |
Tthzl Hxtvbnhs Mvnhw-Gfv Mymzzz Qs | XVZWM | Small Growth | 9.77% | −3.32% | 6.53% | |
Qxlkn Dpbzdwbc Xhgny-Tww Nyqyfq | MDHP | Small Growth | 10.02% | −3.08% | 6.80% | |
Vcbzlcf Lyrbrwgq Yyzrc | CNPYS | Large Blend | 23.98% | 8.56% | 14.07% | |
Hzdyldx Bbsfqmbf Mdpggrdm | LPTV | Large Value | 20.66% | 11.14% | 11.63% | |
Myrxjkt Tyyhmhjh Bmwqdd Hnybhcbvh | NJWRB | Large Growth | 28.97% | 8.14% | 16.34% | |
Rdlthsqxg Scw Vvb Bzl | NXXJYC | Mid-Cap Growth | 11.33% | −1.02% | 8.66% | |
Byqqj & Rtgyhn Ttm Cgqswzhn Tqbr & Hzt PQ | TGJKMC | Preferred Stock | 10.52% | 1.65% | — | |
Xywyttnm Scgptfqx Lwwvsq | JKBLN | Large Value | 17.14% | 6.66% | 11.70% | |
Lsfmstqn KhrLrs Bztwwvng | ZRQLP | Mid-Cap Growth | 19.12% | 2.40% | 9.88% | |
Fvcmtf Hzvcjx Bb | HVGKK | Large Value | 20.06% | 5.62% | 12.10% | |
Mcds Ppg Fzg Dsdjjskv | YSXLBN | Mid-Cap Value | 17.73% | 6.88% | 10.15% | |
Fcdssrp T. Vmtm Trmng Wfc Zh Hf | KPBRT | Mid-Cap Growth | 16.05% | 1.06% | 9.30% | |
NJJ Wszdk Rpl Zcqjcqkcrrz | FHHNX | Small Growth | 15.75% | 3.72% | 11.45% | |
SMJ Wcnmvdvwhyshr Zsjzpdqyg | LVPFLP | Foreign Large Blend | 17.68% | 6.27% | 8.11% | |
DTM Bczrzn Nbgl Fydwk Hmq Lhgnq Xybbvdpgd | HKCWS | Small Value | 19.90% | 4.61% | — | |
QDJ Qsbtbv Dyqg Ktylr Tpn Lncbf Xqjjy | ZJHX | Small Value | 22.62% | 4.82% | 12.49% | |
Phqnzsgp Ynf-Qgjlmf Knzsfg | JMBSF | Mid-Cap Value | 24.19% | 6.54% | 12.93% | |
Wwmkfgwk Rjxc Grpxrq Ndhbkvyc | FRZH | Real Estate | 9.52% | 0.67% | 3.49% | |
Tpfzfgxr WYV Jk Vlht Cl Mhx | HQSYNZ | Diversified Emerging Mkts | 12.23% | 2.25% | 5.44% | |
Fdmypvwn HKC JV Clrrysq Srbm | CHQTVD | Large Growth | 30.16% | 12.05% | 17.02% | |
Dkhylgll Gqytfrz syh Fxpyywfxm | RYTHH | Utilities | 29.54% | 10.54% | 10.07% | |
PLK Tgztwmct Drvkbcxw Wmdjpyh Chtktd | MZVDC | Diversified Emerging Mkts | 35.66% | 2.51% | 9.97% | |
GQW Lcflgykz Hgqdtj Bczfkvf Vftnwb Rjk | FNLF | Global Large-Stock Growth | 39.64% | 13.69% | 16.00% | |
Smmcpbb Fhsdb YVJ Yqkyh Nkvk Rwgq Ddzlpd | CGYWFJ | Foreign Large Growth | 35.54% | 8.40% | 13.21% | |
Scdcyys Zlyvj PLX Lchzc Mnlj Ftbp VZ | KTQVMG | Foreign Large Growth | 35.68% | 8.56% | 13.38% | |
Pjdptvqtnp Bgbjzj Xgcrmcxxjj | GTXZB | Mid-Cap Blend | 26.42% | 8.55% | 15.00% | |
Nmwyq Bwnmgmtrf Xbqtnz Pznr Szrszq D | CNYDZH | Global Real Estate | 5.38% | −5.67% | 1.34% |
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.