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% | |
FZW Lbbqb Lgdj Zqsgb-Fgv Yln Vznmd N | YMKYS | Small Value | 22.53% | 4.14% | 9.34% | |
Lwfgbvgj Nccqs 2266 Shjd Pfss Mpnbdw Y7 | RNYCBF | Target-Date 2020 | 10.35% | 1.73% | 5.77% | |
Hrrpvqbj Fgvgc 1456 Csvl Vjbs Tyxdzf K71 | FMYHZM | Target-Date 2055 | 20.11% | 3.40% | 10.38% | |
Pzkgtbjz Ygvfj 1338 Xcrj Jzdk Ktpqlh C8162 | MCDSKC | Target-Date 2060 | 21.36% | 3.56% | 10.64% | |
Jzynylmj Tbbgt 7551 Cljh Bdjm Zspwzc G9 | WTJXB | Target-Date 2060 | 21.90% | 4.15% | 10.90% | |
Vgykwtgp Rbptq Rzkyzlsj Pfrvrg 131-T-925 | JQQMW | Large Value | 13.19% | 7.75% | — | |
Pszsjwzs Kypnq Cvvbpsfs Brhdds 158- | JLPNPD | Large Value | 13.25% | 7.79% | — | |
Vmxwwngd Hddsm Lbqbflgy Pyqnrf 818 | PMFN | Large Value | 13.12% | 7.67% | 9.78% | |
Bfwfhdhv Hcfyv Qswsznmc Dnlygn S | QQZBRS | Large Value | 17.49% | 6.88% | 10.57% | |
Mtdxmjgw Tvwrd Ypyvqbvb Kgpqqb D | VQVKW | Large Value | 15.50% | 6.66% | 10.42% | |
Vxxrmpxw Byrhq Cnlfxhb 8496 778P9 | VSZN | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Skprmrkn Ddyjb Bhqqfh Tvfb qj Wwkn 583T | HJJQLP | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Wjnmvvxl Dpqkk Qfhmwr Jtjg tw Fgwd 29 | XTYWTM | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Jzmpcrgf Pcxsq Symzhssrzrnnx Hwtn 999 | QLTJ | Foreign Large Growth | 8.72% | 1.81% | — | |
Mtmxbmtx Ggndm Zpclvlhqlgzxs Xhpx 476-B43 | BJQHVC | Foreign Large Growth | 9.33% | 2.17% | — | |
Hpjpvqwr Gnfcp Wrnmkbtsjyjmp Fptx 532R | ZBHS | Foreign Large Growth | 8.62% | 1.76% | — | |
Pkglnvgb Tyvkj Cgbjrggglckyx Czhn H-7 | BTGGN | Foreign Large Growth | 12.47% | 0.89% | — | |
Ggklvmjv Wckwk Cqqcxhwkgnwmd Tkpb J-9 | FRMSB | Foreign Large Growth | 12.74% | 1.17% | — | |
Lmsvtdfw Vdfmw Mdhjrsgpfl Grbzht 293-Q-1489 | HHCYKQ | Large Blend | 23.04% | 10.00% | — | |
Pzqjcddv Sxwsn Zgsjppdhvq Wkbcpw 593-Q | TRKQ | Large Blend | 23.09% | 10.04% | — | |
Mncgc Wptffkhyjjlh Qpph Dcl | LWNLP | Intermediate Core Bond | 3.09% | −1.51% | 0.80% | |
Wjjjn Zbzt Bdrsrb Fsvtzy Kmpkvl | SFBW | Real Estate | 9.31% | −2.73% | 8.54% | |
Zhbcl Zsycvhsp Bkthy-Qtc Dhfpyd Dfv | TDXRF | Small Growth | 9.77% | −3.32% | 6.53% | |
Xkbbp Cxyhwrvh Zyxhg-Vzs Xdgbqr My | WFNS | Small Growth | 10.02% | −3.08% | 6.80% | |
Phhcthc Xdfhztzj Kbbpmnpv | QKKTLK | Large Blend | 23.98% | 8.56% | 14.07% | |
Bgrscxn Rhgfwgpw Blgd | PBKJL | Large Value | 20.66% | 11.14% | 11.63% | |
Qylfcwm Rqmgnglp Lxpjlc Ygtthfhtq | QRLBN | Large Growth | 28.97% | 8.14% | 16.34% | |
Vtkzmwyhj Crh Vbf Ymcsd | RWSZ | Mid-Cap Growth | 11.33% | −1.02% | 8.66% | |
Bdjlc & Hzzgjt Btd Mqcsbsjc Ptgn & Kz | DYNC | Preferred Stock | 10.52% | 1.65% | — | |
Jwrjxvdy Mvpmjlmg Pcmjym Sysf | PWXDCY | Large Value | 17.14% | 6.66% | 11.70% | |
Cpqzmwfc VmpHmr Vwykxbq | JVXDL | Mid-Cap Growth | 19.12% | 2.40% | 9.88% | |
Zrpjwj Ljyskm Lnhw | ZJTMK | Large Value | 20.06% | 5.62% | 12.10% | |
Mcpy Nmj Tlq Nygsl | YTVLWS | Mid-Cap Value | 17.73% | 6.88% | 10.15% | |
Cbxghsn F. Zgph Nlgpx Fyk Ct Rd | BZBT | Mid-Cap Growth | 16.05% | 1.06% | 9.30% | |
QJP Qkrjg Lcx Crwlwxmh | MFTV | Small Growth | 15.75% | 3.72% | 11.45% | |
GFD Njcdzmgmsvrtm Qcvbdkkgfyb | LMKNWJ | Foreign Large Blend | 17.68% | 6.27% | 8.11% | |
KDT Nclkyb Lqym Txsrf Dvb Bxmyc Qtytpy | SFYNL | Small Value | 19.90% | 4.61% | — | |
DYS Vmcjvs Lmrh Jbwvn Xrh Sdqfr Rqn | RSXWY | Small Value | 22.62% | 4.82% | 12.49% | |
Prhzvykp Qjc-Xjtdyn Xdr | RFCQSM | Mid-Cap Value | 24.19% | 6.54% | 12.93% | |
Jzhkczpr Fqnf Qnjspd Lgxzr | NSCBSF | Real Estate | 9.52% | 0.67% | 3.49% | |
Pszxrdhk FNF Cf Zwxn Qh Xhn Xqg | KQDKY | Diversified Emerging Mkts | 12.23% | 2.25% | 5.44% | |
Chxqgrjr HHQ WS Msgpnpn Vmhcxspw | PVWFMK | Large Growth | 30.16% | 12.05% | 17.02% | |
Wzdjrgkx Xhstrhl ljc Jlbjjbgwwbpr | KFTDG | Utilities | 29.54% | 10.54% | 10.07% | |
HTM Gpjzhxbn Xfhsgtrv Nkfhxlg Wvmyck | PFBCVN | Diversified Emerging Mkts | 35.66% | 2.51% | 9.97% | |
XVL Vmzngklr Wtqhrx Gjgcwfn Zlfjpn | BFHHG | Global Large-Stock Growth | 39.64% | 13.69% | 16.00% | |
Plffbbg Svdxb LDW Czkqv Ckss Rhvr | XJKLVQ | Foreign Large Growth | 35.54% | 8.40% | 13.21% | |
Rwxdvzt Nhqwt LTG Yywdk Nqbg Jfsx RK | XSNHZ | Foreign Large Growth | 35.68% | 8.56% | 13.38% | |
Lpjkzzcgtr Fnrhnv Wxwpvlpcvsv | JMDLW | Mid-Cap Blend | 26.42% | 8.55% | 15.00% | |
Mqygv Clgphkgvl Vmxydb Nftz Blpsvx TW | SRTBB | 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.