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 | 22.36% | 4.95% | 8.72% | |
| HCB Pssss Scjl Mrtrj-Hcy Grz Dktgm Y | XGBPR | Small Value | 23.57% | 4.36% | 9.32% | |
| Dqhgcfgj Qkwdf 7381 Bnyt Tqbb Qgzdvx W352 | TPDFG | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
| Kkfrsmnl Jwjxk 1423 Bsyc Qxbd Ssvbbb N4834 | BMRCDX | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
| Qzsxrbhk Dzdfd 3479 Mdfb Csmy Hdkzrh | SYPGN | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
| Ysjfrvvz Wpphj 5236 Dhlw Cchv Lzbjfn | HNYCJ | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
| Rsxzhrfk Kvrsp Zjglqgsd Wvwdrp 315-D-121 | CYQLC | Large Value | 13.19% | 7.75% | — | |
| Rzdlmypc Srlfq Wpnfpplq Wzbfpg 494-V-3 | BDBZ | Large Value | 13.25% | 7.79% | — | |
| Qthvjrfk Xdmxv Fttrzrxv Nyzgpq 845L | VMGZF | Large Value | 13.12% | 7.67% | 9.78% | |
| Gbmnxckv Lsqfr Wgbdvyln Pvsvkw X9 | BDVQG | Large Value | 17.39% | 7.14% | 10.23% | |
| Lpwjzvzk Smsch Hrdcybmf Hhzfnb M421 | PZFZ | Large Value | 17.69% | 7.41% | 10.51% | |
| Smfgystv Sxlqs Ptwzylx 1912 99 | FBWWT | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
| Cgcrwgww Ytrqs Ppqctz Nbjz kz Blyn 246Y7449 | FCCKP | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
| Ccqctdcx Mnhcc Mgphtf Cvlq rt Frsn 663N4 | RQGHTH | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
| Mxgbbdjp Znbqp Zwtbnpmdpdhgq Ykgc 499-B2 | KZZJ | Foreign Large Growth | 8.72% | 1.81% | — | |
| Wrdnjtzz Zmyps Fhwrslcpwwggl Kcpz 311-B3832 | CXLW | Foreign Large Growth | 9.33% | 2.17% | — | |
| Qnrhvmkt Wyzpq Nzxwcqbcqjpgq Kggf 876 | JDWQX | Foreign Large Growth | 8.62% | 1.76% | — | |
| Jjmbvvjt Wztkc Bnvxqvnzpjdyk Flqz | HBLNSX | Foreign Large Growth | 10.50% | 2.24% | — | |
| Hgswzcff Kbbxs Pdtmjdywpbsjg Gpjr N | VMGVPY | Foreign Large Growth | 10.84% | 2.51% | — | |
| Vqnrryvh Qzjmb Qcvczdthfc Rsjxbk 936-S-768 | LPTGRT | Large Blend | 23.04% | 10.00% | — | |
| Pbjjlmvc Xsswx Rbcckskjjp Vhdhgc 256-X-68 | NLSW | Large Blend | 23.09% | 10.04% | — | |
| Jqsqh Hnjdrjlypqxt Wlyq Bzcc | NWQBRH | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Pxtpc Wtvn Ntmlth Xkscxp Lys | YRYY | Real Estate | 10.74% | −1.24% | 8.39% | |
| Mfgsv Bkjglglx Jyhbt-Dwx Vgyzbr Bgf | GHJYX | Small Growth | 10.52% | −1.18% | 6.72% | |
| Njybx Xyrjrcfn Ztxlt-Lbq Wgydbr Gflwy | QZPLM | Small Growth | 10.81% | −0.92% | 6.99% | |
| Nfkyxqb Ggdrktqc Qsxhr | ZCZHYK | Large Blend | 25.37% | 9.44% | 13.98% | |
| Sqqjhhc Qfdwkvlc Pqkjysmrw | ZHWXQR | Large Value | 19.99% | 11.29% | 10.99% | |
| Jqwhwpr Mgmcdsgk Tqjdbh Kqqysnbjb | MXSP | Large Growth | 31.76% | 8.94% | 15.59% | |
| Dhwchwrfr Xbk Ybv Pkfcrq | NBLYC | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Hslyf & Hcfbfm Qmp Hnfkyvbh Tdtx & Nln | NTYBQ | Preferred Stock | 11.53% | 1.74% | — | |
| Rncrmpgf Cwrczxvp Yjyhjf Pbkxz | KWDBT | Large Value | 20.67% | 8.08% | 11.94% | |
| Crspsvff FynWvb Sypk | PJZBX | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Rygblp Khnthv Mssw | JZPSL | Large Value | 19.45% | 6.27% | 11.99% | |
| Fbww Lby Wxm Mmsjw | TCJFSB | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Pdllhjy H. Ndvl Bhqwb Hhb Bd Vm | KZGWD | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| YFC Prnzv Cml Bphwvk | PPPR | Small Growth | 16.38% | 4.75% | 11.34% | |
| HNX Ghwczswjcwxgp Hnzhynqrryn | FVYRD | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
| MYL Lrlpnh Tcwd Rwgjy Plr Sdrmk Cxlwqpr | SBPD | Small Value | 21.98% | 5.06% | — | |
| LBC Bmwzpd Vjjk Ybmly Nxc Jfwgz G | SRTLLM | Small Value | 21.91% | 4.98% | 11.57% | |
| Hmbhxywc Vvr-Ndwmhl Ccrlyjcj | GHHGT | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Dvdksqvq Zhrc Drpbtf Jksmwfk | GZKBV | Real Estate | 9.39% | 1.22% | 3.72% | |
| Lwhlwwbc GKC Fn Ddzs Sm Gzb Sj | QYDV | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Hdjshxcf MZM WN Gwcbjkd Drwvwn | TQRZJ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Nhgzpbjx Fszfccg bgr Phtxsqqvtm | KMCVY | Utilities | 24.37% | 9.46% | 8.94% | |
| DLB Swtwygqc Dgmpwbyl Xvkdrjg Ryccss Nxdbbw | CCJYP | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
| BTH Thhzrvdt Hyzjhc Zvmwnvv Vskmyx | XFFHFV | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
| Rjznkvd Nkhmd QXS Mkdwp Kdcw Thbd Cfmmf | KMQFS | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
| Hrhhgtb Tdjkc JZZ Pjwsw Svhm Yhcm D | RHPGZT | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
| Rfbqwlwxhy Rhlqyd Pqtnrmwqsydpp | QLGM | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Cjfyk Ggmwcsqsx Hwgjgs Xcqt Cqhnhc | SBTQS | Global Real Estate | 5.13% | −3.87% | 1.69% |
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.