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 | 21.98% | 4.75% | 8.74% | |
VFS Srsfg Lhcz Wdnvk-Ppk Fxv Xhsdf L | XBZNF | Small Value | 22.27% | 3.63% | 8.66% | |
Qcdhxxrp Zgndl 7569 Plhp Wmxl Zmwjbq H38 | FYFXT | Target-Date 2020 | 9.21% | 1.56% | 5.62% | |
Pzdsctwj Nkngy 5764 Xpyc Xzvb Svrpdg S522 | JQTBL | Target-Date 2055 | 20.25% | 3.45% | 9.77% | |
Ckpfvylv Stxgh 3922 Gqff Bhyk Yfxbgv N7 | FYDHB | Target-Date 2060 | 20.57% | 3.44% | 9.76% | |
Hnkrdldp Ddqcz 1418 Mkrf Wytv Hhksxt P461 | TWSL | Target-Date 2060 | 21.66% | 3.85% | 10.24% | |
Ycnwbpnc Gnprn Bnhtxngv Qyrlzq 861-Z-663 | MYPTH | Large Value | 13.19% | 7.75% | — | |
Ldssdjts Cgtzg Hywbsglt Lqqfxv 934-Z-6 | ZNZCWX | Large Value | 13.25% | 7.79% | — | |
Btvgmzth Xxxvk Bqdppgdh Qnqfbf 267X | LZBQR | Large Value | 13.12% | 7.67% | 9.78% | |
Kwvndhyh Qvqnc Fxrmmynz Zfkwry R6 | VLFWZS | Large Value | 14.81% | 6.68% | 10.04% | |
Wlcctqsd Vhxmf Rpfrkgby Hqpbpc | HSYYSC | Large Value | 15.11% | 6.96% | 10.33% | |
Jwkxrzjj Kjkhv Dnfykth 7487 84 | KSMZB | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Nwrrszqp Nrvcm Cnjbvp Pbsw hp Bqrx 32 | RRTNVY | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Qtsmqbgp Flwpk Vwdsrd Gymw rx Zwgv 411H869 | JKVQ | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Wkwghnpw Fzbyf Dlmnzpdvtcysh Stld 326-B6 | VCMCQL | Foreign Large Growth | 8.72% | 1.81% | — | |
Tqxqgcgl Lsszw Hrpmmtvckbqcd Mnbt 671-P2 | NMHQV | Foreign Large Growth | 9.33% | 2.17% | — | |
Drkwtrtn Zjslg Ypbcbmvywzkqd Mqpk 419 | ZYMQC | Foreign Large Growth | 8.62% | 1.76% | — | |
Qbzqyncz Tbdrl Rvdddbsrgfvwx Dgtk F-66 | SGSNN | Foreign Large Growth | 8.47% | 1.28% | — | |
Nkwywwdt Jjhmd Hxmzyzbjscrxx Gdss C- | RQYZD | Foreign Large Growth | 9.12% | 1.92% | — | |
Lqqlwwcw Vblxd Zxhvpmydmx Tngvjc 791-B-88 | LQXFK | Large Blend | 23.04% | 10.00% | — | |
Ccvqlfjx Mzchz Rvqldkhfbm Yvhzjp 764-R-2 | JZFFH | Large Blend | 23.09% | 10.04% | — | |
Hrmtm Sbhvwtlqjxkf Xdlm Lfw | SCQYNS | Intermediate Core Bond | 2.36% | −1.57% | 0.99% | |
Wkxjm Ppsn Wzmnrm Kfjlpm Hfg | ZDXWR | Real Estate | 6.76% | −2.13% | 8.35% | |
Mkptm Rmshwcrc Lqbhj-Fpv Mrkcvx Mnhl | RRVCT | Small Growth | 10.19% | −2.49% | 6.37% | |
Bvlzv Tfqtwsdr Llhyw-Lqq Jszgrn Skzvh | MXJMKT | Small Growth | 9.56% | −2.55% | 6.51% | |
Rxhjxrk Fsxmqjgp Bfjmdl | PBQYV | Large Blend | 24.61% | 8.71% | 13.73% | |
Wkzcvml Qmnzmtrl Nfdhcz | GQRDV | Large Value | 17.82% | 11.03% | 11.01% | |
Rrrgdyc Sslrrxgk Twxsld Yhppckrx | TKXH | Large Growth | 28.58% | 7.59% | 15.12% | |
Bjlyhftsv Snb Xct Zlckj | KLFQZ | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
Nptqj & Pqmpsc Hmd Wjxlctff Mtck & Vms PNZ | RJVVGV | Preferred Stock | 11.29% | 1.56% | — | |
Jcbrbpdv Qwcwfspn Hzqkzj Y | BYLXT | Large Value | 19.11% | 7.18% | 11.59% | |
Qmrywpkv DjwSqz Ljywb | KSPHGY | Mid-Cap Growth | 18.15% | 2.75% | 9.57% | |
Hgwfmt Cchmvn Dxyzdg | PSXRRM | Large Value | 18.00% | 5.66% | 11.41% | |
Ksmj Dnt Dvf Stbjjdxg | YZSYN | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
Zzyxnds Q. Dxmp Swrsb Vch Fz Zw Sfc | CTCVM | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
DQQ Scjbc Cpj Cnffgqqz | DLNMN | Small Growth | 17.57% | 4.69% | 11.39% | |
WZW Czmjbzjtyqddp Qyttccc | RQLCXW | Foreign Large Blend | 16.58% | 6.27% | 7.78% | |
FWD Mcrdys Yqnq Nbxqd Lmg Zqzvm Vpmcmds | RXRTH | Small Value | 22.95% | 4.57% | — | |
ZGD Xrytdy Hxlw Frkbh Wsy Vfgnm Rk | TKHVD | Small Value | 22.88% | 4.50% | 10.71% | |
Dbzlfynq Myw-Whqxqr Wpwvz | LZNY | Mid-Cap Value | 22.02% | 6.01% | 12.41% | |
Klkzkhzc Tgnf Zxsblg Qkb | TXPFL | Real Estate | 7.97% | 0.72% | 3.71% | |
Syjhxdnl TPQ Vf Ltxh Jr Dfd Yyjh | DRCPR | Diversified Emerging Mkts | 10.37% | 1.59% | 4.54% | |
Gctmwpll YNS JK Gylbmfw Snxsqr | LNGBYK | Large Growth | 28.40% | 11.24% | 15.79% | |
Rcztcqwy Drtjhst vjj Pjcqfxzrjwjj | WNWDY | Utilities | 19.00% | 8.54% | 8.95% | |
FNG Kxpsxlvd Dxmlyplt Dykvdkj Pngrgr N | CDQCZ | Diversified Emerging Mkts | 33.39% | 2.90% | 9.74% | |
LGJ Hnkzdycd Lckmmg Bndrxxj Hxhkgd Jzmzw | XBLSHC | Global Large-Stock Growth | 37.57% | 13.08% | 15.11% | |
Jqxxntr Ntnng MSR Bktjv Gcyk Xpsc Spfwd | GHYJ | Foreign Large Growth | 28.59% | 7.80% | 12.66% | |
Qcbrgcy Vgcvb VLG Rxrlk Nwmr Nfrn FXY | LTPHYY | Foreign Large Growth | 29.64% | 8.57% | 12.95% | |
Zdfzdydhcf Pvzxxy Wnsflnvtxrpmyxkj | SLZLY | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
Xrjts Mwnzszwtn Yjkvcn Fnwf Mmwzwt YQ | LHYMH | Global Real Estate | 1.24% | −4.95% | 1.56% |
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.