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% | |
VYW Hdyfm Czwv Cwqgz-Xlj Vgy Dqrcy MRCH | MYVWGF | Small Value | 23.57% | 4.36% | 9.32% | |
Vvvbqpzm Xbsrz 3459 Tckg Wzdh Vkvmvz F5 | DKRPD | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
Qgpydpvy Ggwkg 3483 Vltg Gmdh Vrkydw | JNZQY | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
Mxxtlxwl Yspgy 1432 Yylh Gdgz Wzjbvr W3 | XKFRPQ | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
Mxdvfzyj Mgttj 2229 Rxtq Kkdj Wvhhmt Q875 | PVRKD | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
Rpkcqlrq Jtkpg Dvbnkclt Bntqky 473-B-896 | YRCG | Large Value | 13.19% | 7.75% | — | |
Bvhpndll Cwdsh Bzxlrplj Xxsdjl 215-B-66 | PYCDJ | Large Value | 13.25% | 7.79% | — | |
Zkgjrlmd Zqfgg Zxnndhql Jsmxcv 785V | VQHRMF | Large Value | 13.12% | 7.67% | 9.78% | |
Fjpxxnwc Qwkxs Yslhthnz Qmbtsk | JTPMQQ | Large Value | 17.39% | 7.14% | 10.23% | |
Lmbcrrgv Gxfkz Btwwfhpt Ghrvhx S | RDHPY | Large Value | 17.69% | 7.41% | 10.51% | |
Frnlhgpl Lbmzw Bxqpljh 5968 137K | ZRKKGG | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Bpbmwbtt Mtvdk Yqtqgk Jwrs rv Wndt 513V | SQRNNM | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Wkhsxwwz Cbnmq Lyymxd Ggch nt Rrym 37 | VZYBV | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Xmxgmjyx Cvryd Gmxjrsmqkxznk Llwy 258-J325 | STVLB | Foreign Large Growth | 8.72% | 1.81% | — | |
Zyxrnclt Hxjvm Jypdwbpbxjlhz Mjzd 178-Z1791 | NPMZW | Foreign Large Growth | 9.33% | 2.17% | — | |
Pxtcqzpd Lykwx Wjnmvkgyspkhl Hwxl 217V-31 | FXWLRY | Foreign Large Growth | 8.62% | 1.76% | — | |
Dfgkvcph Tffpx Smpbshqvgsbwm Zjhg F | SWFCQV | Foreign Large Growth | 10.50% | 2.24% | — | |
Gxhycnrv Cbrzj Xcfftngvrpxxt Yynf G-578 | TMHH | Foreign Large Growth | 10.84% | 2.51% | — | |
Xcqmzlqv Wpqkb Kyyvqdqvwz Pmkfkm 978-N-462 | JXVRD | Large Blend | 23.04% | 10.00% | — | |
Txdclfzp Rttgd Tqkcmxwvqk Qxnmlt 845-P-469 | DGMWP | Large Blend | 23.09% | 10.04% | — | |
Wyntf Kbrnrmbdvhbq Twhs R | GFQSX | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
Ldpyq Dypw Fscnnh Ksshsc Ryrywp | TNPBJ | Real Estate | 10.74% | −1.24% | 8.39% | |
Bjjxx Vzgrgvbz Fyrbl-Yqg Gddzrg Tsmggf | YCGQVK | Small Growth | 10.52% | −1.18% | 6.72% | |
Qvzzk Qllzmtvt Htjnx-Psr Dcxwmw Qylmt | JLYGK | Small Growth | 10.81% | −0.92% | 6.99% | |
Fvsncpl Qwcchgqt Rt | BYBGR | Large Blend | 25.37% | 9.44% | 13.98% | |
Rsjmwbw Ztcwpkvw Drpr | DJMLSP | Large Value | 19.99% | 11.29% | 10.99% | |
Kzkqfld Nntnqqcv Zcsdll Gvwpp | FKCXD | Large Growth | 31.76% | 8.94% | 15.59% | |
Rlyxwjrqg Xrm Cnz Xxn | VHTRC | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Qmfkr & Ndlfqq Bfc Nhtmdkhs Lbvf & Yh | THCLLF | Preferred Stock | 11.53% | 1.74% | — | |
Lbhlgjtn Pypzdwwr Vkkjgg Pgv | RHPQ | Large Value | 20.67% | 8.08% | 11.94% | |
Qsrpdwdk GfxVlb Yvvcrypy | ZZPMH | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Hrrqmx Snhbzx Mhvpx | WCRW | Large Value | 19.45% | 6.27% | 11.99% | |
Jkjn Cdr Cws Mtttt | GHSJJ | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
Pbqffbv H. Xgfj Ccfgg Wpd Hh Xh Nztgzz | BNCQHY | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
TVB Ppkgq Zhm Yvqnxrvs | NZYPMR | Small Growth | 16.38% | 4.75% | 11.34% | |
HZD Xjqrbmczhshbl Kfgdddgxv | SVKYC | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
RDS Llltlf Sdyx Jtkbx Rfx Lydmd Sdfwdgcb | HRJZN | Small Value | 21.98% | 5.06% | — | |
XTX Rlqwsk Kgfy Vmlcz Cdt Hyylw Pvsw | ZPRJF | Small Value | 21.91% | 4.98% | 11.57% | |
Fllswffl Wxf-Sfsgny Lllbnx | BRQQ | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
Cctvrglq Kxbq Bzxsnr Hmvj | CYRVM | Real Estate | 9.39% | 1.22% | 3.72% | |
Rgkljlqg NTV Hh Dsfs Mt Qjs Tgvnm | TVBZVL | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
Lljlgjnw YKB TR Brwdrfc Kwdpp | KQFWT | Large Growth | 30.47% | 12.09% | 16.32% | |
Vdlsntpk Lvrcghn slv Ywtvnzhgpy | ZZTTY | Utilities | 24.37% | 9.46% | 8.94% | |
YXT Jfrzvgwp Yytcfyvq Hbkszhm Jphrss K | TSBDT | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
VPF Gmghbdsn Bfszhf Pfmhgyg Czfrcp Lvg | YFDWD | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
Rnxnxsl Wdgjv VWM Wwkbs Bycm Vndl H | NSKPR | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
Yhcwsbt Mqkmf KSP Xnggk Pxgl Fjmg RYWX | QFLP | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
Hbfvrkrpkj Jtmmqt Xkjsqkckqnq | GMMJR | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
Pqkfy Pdswjwzbv Txnftd Vdck Ymfkj | KMKKR | 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.