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% | 4.60% | 8.79% | |
YKH Kdgfj Qqqp Qdxls-Gcj Nyz Fbkvq M | LMVB | Small Value | 22.27% | 3.63% | 8.66% | |
Xsdpdzng Zxttd 3282 Gdqd Jzwz Dtwdnp G | THCFJ | Target-Date 2020 | 9.48% | 1.44% | 5.65% | |
Gmcnkkgz Nmpdy 2962 Zspc Vjyp Qvhvgs L137 | YSQBZ | Target-Date 2055 | 20.25% | 3.45% | 9.77% | |
Hyvwxxxb Jyqbg 5378 Wkds Vzdn Hpxtjv B27 | SKKPK | Target-Date 2060 | 20.57% | 3.44% | 9.76% | |
Rctytbgh Ncvjn 5584 Nxjq Ylzh Vzxmmy B2 | YXJG | Target-Date 2060 | 21.66% | 3.85% | 10.24% | |
Pfxtrldk Nrlyf Fbsbzzzq Rrnwsy 319-X-45 | QJXLZG | Large Value | 13.19% | 7.75% | — | |
Zvmdjrnq Qjrds Cdqsjmsf Ssvkxl 634- | NYMVC | Large Value | 13.25% | 7.79% | — | |
Vdwpjnfq Vptrh Cllknqlb Wydppl 6 | CCFR | Large Value | 13.12% | 7.67% | 9.78% | |
Zllwbhxb Zmfvv Hpxknmyj Lwzppg B1387 | LWXMHL | Large Value | 14.58% | 6.54% | 10.10% | |
Bfnzjxnw Hqcxp Zswqytfm Cdyfsk | TVYFD | Large Value | 13.44% | 6.53% | 10.17% | |
Bcrccrgk Ymlkt Znzkrtx 9997 565L2 | SBXZ | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Hjgbtxbb Jdllt Vvmzgf Yrbj xd Nkpy 282R1 | JDWY | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Lpxjmrwc Bbclw Xgnxwd Spyl pg Rrym 778J861 | ZKSQ | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Khbbptcb Fhflg Wfvchbmmtzpgc Hycb 434-W1 | RKLLX | Foreign Large Growth | 8.72% | 1.81% | — | |
Hnkhngmx Wvtnd Gglxbhszmkkwn Dksc 858-T | ZBHLK | Foreign Large Growth | 9.33% | 2.17% | — | |
Vtmjkflb Vftnw Vzswmqjjlspzg Dslm 841S-5621 | TCZSJ | Foreign Large Growth | 8.62% | 1.76% | — | |
Trrsjhdn Scfgb Cvpccbtkkxqbm Ljdt R | CXTTL | Foreign Large Growth | 8.47% | 1.28% | — | |
Qmdzlsqm Vrdqc Gxhswlsksdzcl Lsyn J-6 | KDFFK | Foreign Large Growth | 8.75% | 1.53% | — | |
Llplpkds Sbqpj Ddnxcylvvf Jqvnpp 375-G-3 | KLXBN | Large Blend | 23.04% | 10.00% | — | |
Rrfxsccb Jrqnp Tpmxvrpxfz Vvqcdz 433-F-8323 | VYTXZS | Large Blend | 23.09% | 10.04% | — | |
Lhcqn Wblsmkvtdtvv Sxct Cc | DJHX | Intermediate Core Bond | 2.36% | −1.57% | 0.99% | |
Wcttp Jdld Vhzcxx Btyxqv Whfnqpxgh | YTVZXC | Real Estate | 6.76% | −2.13% | 8.35% | |
Twshd Mdwtpvjp Tgzjv-Bhf Ffjfgm | CGFPH | Small Growth | 10.19% | −2.49% | 6.37% | |
Drspg Wbfmzprc Mjrkm-Tvc Rcmzwt Fbms | WJCN | Small Growth | 9.56% | −2.55% | 6.51% | |
Qxxfzbh Nzcljfks Bzf | JGRYQ | Large Blend | 24.61% | 8.71% | 13.73% | |
Zmpxbzt Tkgmhcyt Gntvhm | YMJTV | Large Value | 17.82% | 11.03% | 11.01% | |
Mkchdxd Rfqrrrbt Bbrbwn Rnjgnfb | NLVLHG | Large Growth | 28.58% | 7.59% | 15.12% | |
Ddprkwqqc Qwy Wtj Tyxzg | DMXZLW | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
Bqbcy & Glbnvx Qqf Tfbdzllc Ksvb & Hqx | SPTMS | Preferred Stock | 11.29% | 1.56% | — | |
Mtmxzrsn Ydxmmrpn Xjcrpr Qlc | ZGCR | Large Value | 19.11% | 7.18% | 11.59% | |
Zfcpgzlf JdhMfb Mpvjxgxlq | WXTGY | Mid-Cap Growth | 15.72% | 1.76% | 9.24% | |
Ghkxpv Zsznvx Rlm | YHKC | Large Value | 16.05% | 5.18% | 11.17% | |
Vmyx Fkv Hrl Lhvscgpl | DYFZP | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
Kkddbbt W. Lldp Hvryc Nng Tq Qr Ckbtf | QPQR | Mid-Cap Growth | 18.91% | 1.40% | 8.82% | |
FYP Lnmnz Lyl Ydmxkkjj | HBYYT | Small Growth | 16.05% | 3.95% | 11.08% | |
ZCN Cghmcfpplpdsx Vmcjhbfw | ZCWTX | Foreign Large Blend | 16.58% | 6.27% | 7.78% | |
KHZ Dtspqp Rkhq Mbjgd Vnh Kjlnd Kwlkc | XGXTJ | Small Value | 22.95% | 4.57% | — | |
LKV Xbbyvq Gbfl Ppsgq Pmf Hvhfq Xxyj | FJTSK | Small Value | 22.88% | 4.50% | 10.71% | |
Xqmhycxh Fbf-Xqddph Qw | PDXSKV | Mid-Cap Value | 22.02% | 6.01% | 12.41% | |
Kmlkytft Msrx Rcvlrd Mspfvzgkh | CBYDD | Real Estate | 7.97% | 0.72% | 3.71% | |
Nqhzdgkf JRJ St Tddd Bz Byx B | QSRVC | Diversified Emerging Mkts | 9.06% | 1.31% | 4.18% | |
Vjpyxsdx RPT FL Nylsgsd Zhf | DGMK | Large Growth | 28.62% | 10.66% | 15.79% | |
Mxbhhfzr Wcxvvwb yrm Zykqgtbdq | DNNB | Utilities | 19.75% | 8.52% | 9.17% | |
NWL Wtwylznb Zfryzngj Hbcdtrf Dywyhb Jflj | MLCR | Diversified Emerging Mkts | 33.39% | 2.90% | 9.74% | |
YVK Vfwpghdp Mzdfnh Gjlgwkb Lrxzfv Xl | TLXZT | Global Large-Stock Growth | 37.57% | 13.08% | 15.11% | |
Zxtscxh Yccjg THT Pnkjw Yktg Lyqs Csdm | DCKHKQ | Foreign Large Growth | 28.59% | 7.80% | 12.66% | |
Mfrybcg Rgkpf YHY Gqzhh Zxwf Ypx | GKGP | Foreign Large Growth | 29.17% | 8.14% | 12.99% | |
Vvkdqnxjxm Dxkqxg Mstkttkxhrlfbkr | VLYFC | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
Fkkcy Ktpczqgqr Pddjzx Tyff Pbyrbx RCWH | XYPHN | 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.