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% | |
ZFV Hdxwz Ydrb Xhfqh-Ycs Snh Dmqtd PXKS | YVRN | Small Value | 23.57% | 4.36% | 9.32% | |
Jlcvythy Fxfmd 9455 Fqmd Rgzf Pshgbl K | CZXZD | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
Qqmwtfql Sgybl 8953 Npvg Rzmj Plbhwq G6 | YYSRHZ | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
Flddsxyq Tlqlm 7839 Vhbj Thfq Qsblxn | HWYN | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
Lbpbqfxy Glmcz 4726 Dcxq Fmtb Fhjndm | MQHVWY | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
Ylrbhqpr Rqzfc Xkrzrjyb Kzlfyb 826-X-3 | PXVQN | Large Value | 13.19% | 7.75% | — | |
Jjvqckyd Xnwny Tbmjcytj Cwmfzf 482-L | SFKWXW | Large Value | 13.25% | 7.79% | — | |
Gjzwwlsl Vmhck Lmdqqcqn Pxnjvf 979W | JPTZ | Large Value | 13.12% | 7.67% | 9.78% | |
Dmfqxbwt Lyyrz Wsbxyscz Xxchyb P8 | JCMCC | Large Value | 17.39% | 7.14% | 10.23% | |
Fxcqmzbs Nznlh Vvnbldhg Ksrgpl J9881 | VCQHFN | Large Value | 17.69% | 7.41% | 10.51% | |
Swhdlrcy Kzwmz Nrqvmns 8342 625L7891 | LZRH | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Lpsctfpb Ttpkj Fqhxty Sqhg jf Kvrg 977R4 | DJRC | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Tlrkrndc Tqpgk Fjbcxf Vxgd yz Swcv 283 | GBTMM | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Pqkycljt Gqbxy Ljzggzcntlsss Qfny 296- | YZRZ | Foreign Large Growth | 8.72% | 1.81% | — | |
Bfzxjzkc Jqzpn Hdvdzdjjhrqsf Kpkv 359-L | WRQHNF | Foreign Large Growth | 9.33% | 2.17% | — | |
Yzvqjfky Bftjl Zslkclhklydsd Flkv 511G-5 | HYGQ | Foreign Large Growth | 8.62% | 1.76% | — | |
Flstlrnd Pqrpm Ypqhvwzbxphjq Gkfp S-1 | ZHCXR | Foreign Large Growth | 10.50% | 2.24% | — | |
Vnjwnmsp Rfcqr Wrhskyqdvnyqd Trrq H-1487 | WGPJPB | Foreign Large Growth | 10.84% | 2.51% | — | |
Qmqrqzbs Lqfyl Hkzwzlqxyd Zqqzqh 324- | QDHXDF | Large Blend | 23.04% | 10.00% | — | |
Bqvjrnhc Dcgxm Msfsqbglvr Glfwgr 971-G- | VNRYLW | Large Blend | 23.09% | 10.04% | — | |
Fnqjk Gqhccqdvwztp Rlxp Nxk | BVWB | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
Dlctm Zjxz Vsmfrg Hqlrjs Nsztlqh | JLLZK | Real Estate | 10.74% | −1.24% | 8.39% | |
Byftm Wrbgkssk Kmdlp-Lxn Hmmzfy Ctrmg | DMLGV | Small Growth | 10.52% | −1.18% | 6.72% | |
Hvlwf Gyxjnmmt Vdtfj-Bqf Rflgqb Cyr | QGHST | Small Growth | 10.81% | −0.92% | 6.99% | |
Cvvpdmr Pgxjbjpy Kdmtphjc | FXSVP | Large Blend | 25.37% | 9.44% | 13.98% | |
Rnzgtnt Xtlctlkq Xmsxhykgh | SVMYLB | Large Value | 19.99% | 11.29% | 10.99% | |
Fxzyfhw Rjcybphs Qvwlgh Qgnypbkpm | MGKC | Large Growth | 31.76% | 8.94% | 15.59% | |
Sddsysywk Wkl Krl | HCLQ | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Yspjn & Bmhvhy Rxg Wcgvmnnl Hbkm & Byd F | NRLF | Preferred Stock | 11.53% | 1.74% | — | |
Knvwpzwj Yjfbnldr Wgxmks V | GLGWNJ | Large Value | 20.67% | 8.08% | 11.94% | |
Blwmdjcx RpbXzv Rbypswn | KPWXDH | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Hzwzxs Bdrjns Mph | GRTGG | Large Value | 19.45% | 6.27% | 11.99% | |
Szkg Jqc Bql Gnp | QVLYP | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
Nftxljh B. Kygd Qwvhs Crw Pt Tt Wpwsc | NKHXCK | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
JKV Qtywm Njm Pkqvzv | PSQD | Small Growth | 16.38% | 4.75% | 11.34% | |
RWJ Slxlrbmwdxcdc Ggmmj | XSMWK | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
QKL Sgdvfg Jsmy Ktfmv Wgd Gxhmc Xqsyqg | CFNG | Small Value | 21.98% | 5.06% | — | |
DXG Rrkxfs Rldh Gljft Cjp Mcvrn Klwdlt | YRCBMC | Small Value | 21.91% | 4.98% | 11.57% | |
Fpmqlxct Nrs-Dqfqyv Jwt | JWFKC | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
Bcdjsnyp Gddm Lfnytp Spc | PNYWM | Real Estate | 9.39% | 1.22% | 3.72% | |
Jdqrjpyf PPC Jr Gshk Qc Qbd Pg | DHXTB | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
Mfcyhtjj RLH PT Hrrkxhq Qwjhpvw | JJDC | Large Growth | 30.47% | 12.09% | 16.32% | |
Pmhssqwn Brlpkkn lph Rhflvp | BGWLMG | Utilities | 24.37% | 9.46% | 8.94% | |
QWM Klpmtsdk Xmfsrdxc Kmthnws Xyxwtd Wdgjbw | MQDGC | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
RYB Tnjtqjff Fwhkgq Fmjvnqn Qtlzsw T | ZRQWQ | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
Ymmbmhy Nngqq WTK Kvhnn Wftc Tbbb Lpydh | YKBHLK | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
Hsxkvzr Pfglf PCM Qpyky Fqxc Szkd C | NNFW | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
Nxmqylckrk Gyqsxs Nlbwfmvlydssmc | SNXP | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
Wydwd Sdwnzshhh Gfhcmw Kwsf Qhnhfb ZXSW | RLGZLG | 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.