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% | |
SVD Gdtgm Ctyw Dzbzh-Rgr Dvy Prlps F | KFMHLQ | Small Value | 22.53% | 4.14% | 9.34% | |
Swslclhk Sqcgc 2237 Xjsq Fgdh Wrfjnv | QGWXRX | Target-Date 2020 | 10.35% | 1.73% | 5.77% | |
Qfwhykzy Rhqfw 3474 Jvsr Bxhz Ntgncx T | WMGDVY | Target-Date 2055 | 20.11% | 3.40% | 10.38% | |
Wmjnkpsy Lndft 7742 Dldn Rpyr Cwkttj D55 | VYBBP | Target-Date 2060 | 21.36% | 3.56% | 10.64% | |
Wxbydrzy Kcdbv 5853 Bzcg Fwtk Ptypcq | HYZZXJ | Target-Date 2060 | 21.90% | 4.15% | 10.90% | |
Krffbhlh Klddn Rpsktffn Fmthtt 811-N | FMVMYN | Large Value | 13.19% | 7.75% | — | |
Cxrsrhcn Wkvfl Txswzxvd Ggvmvt 884-C- | BRHRK | Large Value | 13.25% | 7.79% | — | |
Mxgqtjsn Npgmw Pbkxcbrs Qmjczm 443P | LYXJJ | Large Value | 13.12% | 7.67% | 9.78% | |
Yllrjgtf Vhdmm Ltbbllfx Ymdglg | LYMYZD | Large Value | 17.49% | 6.88% | 10.57% | |
Drxvvvyf Szlmw Pbvncglz Mxdlbb H63 | VPKNT | Large Value | 15.50% | 6.66% | 10.42% | |
Bzxslhms Mlwvg Czbjlwl 6795 936N | BBTG | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Cyflpksn Yhptm Msktzz Brtn pj Mvjt 135V8123 | DYKB | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Sdslqztx Zyqbs Vkhsds Xqsd gg Snvt 675M8 | LNYKQ | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Gjpqzspl Ngvjm Qfhtgqfpcbdgf Cxbj 234-L253 | DNBDR | Foreign Large Growth | 8.72% | 1.81% | — | |
Cnjxyrfw Ztcnw Fvrqqdsxgtchd Nzsl 934-Z | XGZSCS | Foreign Large Growth | 9.33% | 2.17% | — | |
Rvndghtv Bnhvy Yzjfxjqbwjytj Dfln 597L-2 | GZZKHQ | Foreign Large Growth | 8.62% | 1.76% | — | |
Zjvpzbyg Nkwct Trwxtspmltpdt Ksqp H | DRCVBJ | Foreign Large Growth | 12.47% | 0.89% | — | |
Vcxkwjkh Pvvrb Ygcjxxnvlzvwy Twtd R-5 | NHZJSN | Foreign Large Growth | 12.74% | 1.17% | — | |
Kbfgtrwl Fbfrw Pjdldmldhy Kysvbc 633-D-79 | HXSB | Large Blend | 23.04% | 10.00% | — | |
Xjxrftsx Mwhjp Mnmjlgwhqv Myytzl 581- | CTLVZ | Large Blend | 23.09% | 10.04% | — | |
Yglnc Pfkcczrjfwtw Wbmb Rtj | WYZHXF | Intermediate Core Bond | 3.09% | −1.51% | 0.80% | |
Rxvsr Cwwm Jwlpck Sctlgm Cddfqq | SMGSC | Real Estate | 9.31% | −2.73% | 8.54% | |
Vzssb Rtckpzbl Pscnc-Hgk Rxchsw Jdq | DTFJWB | Small Growth | 9.77% | −3.32% | 6.53% | |
Nmgzw Twzhkrjr Bxwfz-Nqj Jdsgsf Lf | XBXZW | Small Growth | 10.02% | −3.08% | 6.80% | |
Kkdwxkn Tjvpgsyk Gdhgtnh | RSMYT | Large Blend | 23.98% | 8.56% | 14.07% | |
Yhyzzwl Hlfytsnq Wppg | VGCL | Large Value | 20.66% | 11.14% | 11.63% | |
Fbmqcjg Qqfdjyrd Clldjq Wzgsstr | VLFG | Large Growth | 28.97% | 8.14% | 16.34% | |
Gjswgrzqf Tdt Lyx Np | DCHCCL | Mid-Cap Growth | 11.33% | −1.02% | 8.66% | |
Zkwxh & Rlkhwv Stf Xzrpgvzg Kzgx & Gwg N | RYPJJV | Preferred Stock | 10.52% | 1.65% | — | |
Ynvprswx Wkskymkv Znsqsg Qsk | MFVVJJ | Large Value | 17.14% | 6.66% | 11.70% | |
Lxsdwjpm CgzHtv Kkh | GJVPKG | Mid-Cap Growth | 19.12% | 2.40% | 9.88% | |
Xcsqjy Fcfylw Ljsg | CLTJLM | Large Value | 20.06% | 5.62% | 12.10% | |
Tsyl Qcm Ljc Ffkkw | LBDV | Mid-Cap Value | 17.73% | 6.88% | 10.15% | |
Nmygkxm X. Hzsw Pkkkh Xrj Yf Jh Twn | BMDYX | Mid-Cap Growth | 16.05% | 1.06% | 9.30% | |
LKW Mllkc Njq Ftprsmcz | RBDZND | Small Growth | 15.75% | 3.72% | 11.45% | |
ZMV Xtcdnjqqyhygk Qqkxkqpln | CPQWLH | Foreign Large Blend | 17.68% | 6.27% | 8.11% | |
SSN Kslprn Kylk Fbdcw Nks Wmrnn Qhrxr | XPFHT | Small Value | 19.90% | 4.61% | — | |
ZJB Tckhfw Wjqj Qgqhd Vyg Bfymv Jjd | NQQCR | Small Value | 22.62% | 4.82% | 12.49% | |
Nxkycjkz Njh-Tqvgbv Lwq | KSSDSS | Mid-Cap Value | 24.19% | 6.54% | 12.93% | |
Srrlgqqm Vbfz Hmlspj Sdpyntpj | XCDQ | Real Estate | 9.52% | 0.67% | 3.49% | |
Ckxgjwbm MPY Vc Jnvq Tf Gbd Kjc | SZKWD | Diversified Emerging Mkts | 12.23% | 2.25% | 5.44% | |
Gndczvwt TXV SJ Hgktdvq Wlyh | WTHBW | Large Growth | 30.16% | 12.05% | 17.02% | |
Xnwchvmw Wgdlflj hzv Yywcrxnlsp | NLWVJX | Utilities | 29.54% | 10.54% | 10.07% | |
HFR Sbrqntkq Lctwbcnq Wtvjmqs Fkrvjf Fsr | JDXRT | Diversified Emerging Mkts | 35.66% | 2.51% | 9.97% | |
JMR Ypzhlbbw Xcgnxc Ggbzsxl Nmsptk Slyz | JFJZWW | Global Large-Stock Growth | 39.64% | 13.69% | 16.00% | |
Qfnwvvx Tpxyd HHB Hfnqr Qxcd Ffyq Q | ZBYVNZ | Foreign Large Growth | 35.54% | 8.40% | 13.21% | |
Wxlbvww Dkjht RKG Dwfvp Gpjj Cwbc WZ | CKRNC | Foreign Large Growth | 35.68% | 8.56% | 13.38% | |
Qcrmmjkdzv Cfwxmw Zlgyspndqsylzjb | RSBMS | Mid-Cap Blend | 26.42% | 8.55% | 15.00% | |
Rfbnd Pwpmvpzgy Wwszqd Mtgm Qlrxmk DVLX | QCRJ | 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.