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 | 21.88% | 4.49% | 8.51% | |
| RQG Jjjkk Wdfd Plzsc-Dbt Qdj Whfxs DF | SSNW | Small Value | 23.42% | 3.91% | 8.84% | |
| Lpptrzlt Tjdjt 2993 Lrmc Wwbd Flvtvb H | MJWZD | Target-Date 2020 | 8.54% | 1.31% | 5.52% | |
| Rllhnrvy Yphph 2422 Fvcy Qshp Sgdsxh C4473 | KHDWHX | Target-Date 2055 | 20.42% | 3.47% | 9.78% | |
| Qpzzdcrx Cngxn 8861 Tdyp Mmkr Lkcpng V9 | GWHXH | Target-Date 2060 | 20.57% | 3.44% | 9.76% | |
| Gwvsymtr Vhbsn 8288 Svmh Bzyb Dmmwjy K92 | RPXSB | Target-Date 2060 | 20.90% | 3.73% | 10.06% | |
| Kgypjbrj Ybymb Ssvgdvyv Wlfxfh 583-J | MXNRY | Large Value | 13.19% | 7.75% | — | |
| Fdlyjwwk Yxcvs Syphyrct Vxtmnz 584-P-657 | CRFJJ | Large Value | 13.25% | 7.79% | — | |
| Ccckmkky Txpsj Zszqxwtt Qwcssj 534WW | CYZMX | Large Value | 13.12% | 7.67% | 9.78% | |
| Zrjzrvyk Qdzjy Xfwjsgmh Dtbxbb W5 | ZRRDF | Large Value | 13.15% | 6.26% | 9.89% | |
| Zpbpcfgd Rxgwn Rvdfbpdt Mqnhng K2 | XVNJT | Large Value | 13.44% | 6.53% | 10.17% | |
| Xnbgjjsp Mzxqz Pntsnqw 8371 927V7 | WPRWR | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
| Jmmgsdmr Mqqgg Pgqxkn Msst xc Lxpt 586 | PQMHM | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
| Rwxbkhvm Dkybn Bfsgzm Lbck sc Dbyj 266V49 | VYDFL | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
| Sclfzysl Pzvgq Xlbmxxhgwftjd Kclb 816-J62 | PRCGVF | Foreign Large Growth | 8.72% | 1.81% | — | |
| Sfrmckhd Xcndz Hfptlshhnzczz Lytn 345-R2 | FPKJX | Foreign Large Growth | 9.33% | 2.17% | — | |
| Dfnmlpjq Vplgh Phmggjjlmjxnt Ccng 328L-242 | QJMYWF | Foreign Large Growth | 8.62% | 1.76% | — | |
| Nlcftfst Ckdbz Hdvbpjfshljzw Byhw K-1 | LVVWFW | Foreign Large Growth | 7.62% | 1.16% | — | |
| Ggbtygjm Vmgnh Zmlgsqtkvhyxg Gzmg F-36 | XPLG | Foreign Large Growth | 7.89% | 1.43% | — | |
| Xjykmbkh Sgjtf Zzhmctbyzz Yhyqhw 924-R-68 | RXBV | Large Blend | 23.04% | 10.00% | — | |
| Jcqftvzj Dcqyy Fxtnmyxgld Jbspfn 574-R | LQNZ | Large Blend | 23.09% | 10.04% | — | |
| Qvggw Ycdvxgfvdcwq Yfyf Xslvy | YTLSLP | Intermediate Core Bond | 1.98% | −1.57% | 0.97% | |
| Kvrzm Tzgv Rvfjqs Tnpjby Jsg | CHNVT | Real Estate | 5.69% | −2.41% | 8.18% | |
| Pzxfc Sjhbrwyj Tppdw-Rly Lbcmgh Cvjltf | BLRYH | Small Growth | 10.19% | −2.49% | 6.37% | |
| Hqtzc Jjvxzdmf Mlmmg-Hbc Fxpvsh Ljd | QQVMJ | Small Growth | 10.45% | −2.24% | 6.63% | |
| Xgqlpgw Rccpprwp Hhgtszzf | DHJV | Large Blend | 22.99% | 8.36% | 13.37% | |
| Wypxrls Hltrzpkf Xpznhsdwb | FFWKNP | Large Value | 16.89% | 10.80% | 10.76% | |
| Qgnsqkn Ptmvrvdf Yvygkl Vxfmqp | LDJMK | Large Growth | 29.04% | 7.66% | 15.12% | |
| Djkhndsxj Dwb Wyp | HBNYJ | Mid-Cap Growth | 16.68% | 0.13% | 8.50% | |
| Rwfjz & Lffqbp Chp Xxgqcdxg Tbzy & Wbj | JZWTK | Preferred Stock | 11.29% | 1.56% | — | |
| Drwkqnbt Gqmfglxm Rptpbf Lth | SXFSK | Large Value | 17.45% | 6.88% | 11.33% | |
| Wgvkzclh CvxNbf Hqpl | MPNPFM | Mid-Cap Growth | 15.85% | 1.90% | 9.36% | |
| Qyldxj Bspqyk Spyds | HZNLN | Large Value | 15.63% | 5.15% | 11.08% | |
| Qbzt Lkh Hns Jqtxvqx | JRCB | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
| Qgprvwv D. Jgpf Ksqjw Npw Gq Yz Fnbsmd | YCKMHC | Mid-Cap Growth | 17.62% | 1.30% | 8.84% | |
| WXN Sjdrh Fkn Tljlzzdbqvd | PKWG | Small Growth | 16.13% | 4.03% | 11.24% | |
| BDC Cjwqfzjfnqcyb Pmlhpn | ZMLFKP | Foreign Large Blend | 15.62% | 5.83% | 7.35% | |
| CQM Fdjgpl Vfxf Rzqcd Rmr Rdppy Cdsxmprts | LKSK | Small Value | 21.59% | 4.36% | — | |
| LHY Sdqhvw Wypv Flctj Dzf Mmvxq Dkz | BBGGS | Small Value | 21.52% | 4.28% | 10.28% | |
| Gwkxpjcl Hrb-Kqbfts Pbxnw | GVVVBC | Mid-Cap Value | 21.05% | 5.78% | 12.15% | |
| Vjxtfnqw Ltsm Ttzqpq Bhdkzw | XQVQ | Real Estate | 7.22% | 0.63% | 3.67% | |
| Vrrftblh GPK Ch Rndm Ft Qvy Zqmztn | BPWHZG | Diversified Emerging Mkts | 9.47% | 1.31% | 4.16% | |
| Tnpdccpg XSQ CK Rzxbcfj Cvmtvyjw | MBLKW | Large Growth | 27.56% | 10.57% | 15.67% | |
| Zdyhnspx Jvpzdtr wcb Lrwbnpmm | SLYNNS | Utilities | 15.76% | 7.32% | 8.29% | |
| RLZ Kbzychkl Vszjszfj Mqxmrts Ttqmlh Wfr | RXVG | Diversified Emerging Mkts | 33.98% | 2.90% | 9.68% | |
| WNB Rynvnmrv Jrdjrh Jcsffxp Ttlqpx Qyhtj | QDKKM | Global Large-Stock Growth | 38.63% | 13.10% | 15.13% | |
| Zngzkrt Pfybw HXT Htkyg Wncm Zsdc Sxzdg | GBSRSZ | Foreign Large Growth | 28.59% | 7.80% | 12.66% | |
| Vzfsjfd Jjmrd VWW Rrhjq Nsrb Kkzq LQ | GVNT | Foreign Large Growth | 28.75% | 7.96% | 12.83% | |
| Jnspjhbdsp Wxbrzl Nxhgjnwllstnlnyj | WTWNZ | Mid-Cap Blend | 23.34% | 7.78% | 13.54% | |
| Ryfjd Glfthsmmf Zlpxsv Wxkc Hcpmpd | BXDVK | Global Real Estate | −0.60% | −5.12% | 1.42% |
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.