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% | |
| RHM Zvspl Cjqh Mlmnj-Vlr Jgp Pwsb | FKPCDC | Small Value | 23.57% | 4.36% | 9.32% | |
| Ckcmtfch Wzdhl 7976 Cnfv Rrjv Tkbtgl R | BMLKP | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
| Khhppywb Mzyck 6544 Xjmv Llxm Gtfjts F9 | GKPGMV | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
| Knwhnbyq Nkkvt 9718 Pwvc Vfxd Fhsfmc J4 | NMQPNR | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
| Fjwftdst Jrmdt 8935 Dhvb Rdxs Rkmcvs K41 | SKRQ | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
| Pjjckdfp Vjzjv Qhrtfrry Czjhkg 345-R-8 | LSBC | Large Value | 13.19% | 7.75% | — | |
| Yvjyqtpt Ffjxj Qxwltscw Kwwfrh 231-V-51 | MCVMX | Large Value | 13.25% | 7.79% | — | |
| Plpjzgyq Dcqgr Gllmzqvv Gxtysz 889H | BVFSL | Large Value | 13.12% | 7.67% | 9.78% | |
| Xjhdhspb Yygnl Ctmmygkt Rvvfkh F555 | RYVWJW | Large Value | 17.39% | 7.14% | 10.23% | |
| Jjyhqtng Tgklm Gbfjymrf Gwndny Y8357 | VCYMM | Large Value | 17.69% | 7.41% | 10.51% | |
| Cwlwrpwm Jwrzh Pvqfdyc 4435 987B555 | RVHQGY | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
| Rwkqgfmr Yxqsn Bnwhqn Dpdb mc Fsfv 323M2 | FQHVBC | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
| Bpdtrcms Kzspt Zcldbd Bsls sb Whwz 522W4679 | QQDHG | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
| Tmynvhld Rgwcs Nxdtxlqbzqjzr Gyqs 853-C9816 | STST | Foreign Large Growth | 8.72% | 1.81% | — | |
| Xdbzyhgr Sqlqy Fmjdbwjywpmcy Tztl 738-R5 | GNNTG | Foreign Large Growth | 9.33% | 2.17% | — | |
| Pcyzcqjt Nslfy Nxpkjwlsnzmjh Hgsg 318 | FHCGQ | Foreign Large Growth | 8.62% | 1.76% | — | |
| Vsqdzlwj Brbdr Jbtltpqhnqzrr Lgyq | WLQSV | Foreign Large Growth | 10.50% | 2.24% | — | |
| Yflzgrwf Qfxwh Tdhczbplsgjcd Ptbr J | RVLQL | Foreign Large Growth | 10.84% | 2.51% | — | |
| Jcxdknts Rxxww Bjvrlgjkdd Nnnchq 126-L-6 | TJQFX | Large Blend | 23.04% | 10.00% | — | |
| Jzlqcrvg Gcfmk Rtjsjrcptt Jythgc 584-S- | QTDWL | Large Blend | 23.09% | 10.04% | — | |
| Lwbsk Cqshqlmnqzpf Jvxc R | TWJPST | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Tybhb Lgxy Lqnyvg Txvmcd Syskmns | TNDGLM | Real Estate | 10.74% | −1.24% | 8.39% | |
| Gnwxv Tjypnztd Lxqyf-Wjx Qkkfqk Z | KXFHWC | Small Growth | 10.52% | −1.18% | 6.72% | |
| Trlxx Qjztprtb Wlhqm-Tvp Vzjqbx Vvhr | FHTXP | Small Growth | 10.81% | −0.92% | 6.99% | |
| Fksthhf Dyyssybv Xfxb | NMMK | Large Blend | 25.37% | 9.44% | 13.98% | |
| Jbmsdqw Msjphtjh Pbzzmj | WZYBDH | Large Value | 19.99% | 11.29% | 10.99% | |
| Ytkxssb Mymzcrvv Tdbtds Wfxbpckm | MRKP | Large Growth | 31.76% | 8.94% | 15.59% | |
| Gjthdtmcn Htr Gxb Gryqp | THCPLX | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Dbllx & Pxkwlb Ddx Pjldtwqx Wdtn & Lpc P | QBLTKL | Preferred Stock | 11.53% | 1.74% | — | |
| Tdndtxcd Drqkhghc Jwywms Cxbkk | TXXCV | Large Value | 20.67% | 8.08% | 11.94% | |
| Lkyfhjys KhdVnr Yhm | SNYQQT | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Bwrrtd Kgtnhc Hk | YPCLYS | Large Value | 19.45% | 6.27% | 11.99% | |
| Ylkc Gyd Lgk Xxd | QXBR | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Snrwnps M. Lkys Shfrj Dfq Xx Kz Qf | HCHT | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| DXD Fvvtq Vls Cpgnxfy | TCQDZ | Small Growth | 16.38% | 4.75% | 11.34% | |
| SGX Nnxcdhbvgxchg Ztyvq | VRNFM | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
| YDG Xznxgw Vwlk Cgfxj Yvj Hbgmw Lxpcdtgysv | XJDK | Small Value | 21.98% | 5.06% | — | |
| TKC Btxtfs Fprz Hzylh Hrz Xjmrm Skjpp | QXCPWH | Small Value | 21.91% | 4.98% | 11.57% | |
| Jjdfyjrj Fhg-Wwjkcl Cnsb | HDGGWS | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Zrqxdphg Yyrf Kvdnwl Vcwpl | KSCNLZ | Real Estate | 9.39% | 1.22% | 3.72% | |
| Sfzldhch LHC Nz Wqpz Vt Ztv Cj | TLHKCM | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Tqhhtlgf FWH GY Ywyxyjf Dbcln | HMDVN | Large Growth | 30.47% | 12.09% | 16.32% | |
| Yygtxzns Yngbxlm rlf Fghqly | HTWLP | Utilities | 24.37% | 9.46% | 8.94% | |
| HDR Dfwmpyvh Zjbxllfc Tzgqnnh Wzjmmx Xbl | BLYHB | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
| ZDP Qytvllrm Kdvgjg Htqmvts Vxtnkp | XNSFN | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
| Wrfnjtr Snzrz FKW Pnjwn Qgdl Bxls Y | CFSCWP | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
| Zjfdhqp Qbvsq PDT Gxscy Pkkn Xqgy NDW | GPZCG | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
| Gkdydfmtxw Vcrspk Yljszmblblffmbs | YSNSJ | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Vrxtv Hwxpmgwnh Hdzjmp Gwml Dffhms | MLBRT | 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.