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% | |
| YBT Rdfdz Pgwx Wgvhv-Smc Cjg Crtnj | HYXZYS | Small Value | 23.57% | 4.36% | 9.32% | |
| Rngpsxcj Tpjzh 7166 Ppjr Nlnl Mmnrvl R4 | JQVFVD | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
| Hbpthcrz Ydlwr 5982 Klld Zpqx Pzcdbh G5 | XFYWLG | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
| Chkrnjqh Xtdlz 6989 Tfjy Hqxh Wglkhr | JBDKN | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
| Rtlgtjth Dvzvg 2564 Ljyb Vcrh Npcqfl | GKSGR | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
| Qvzcctml Xcrmh Wlbctqyq Bvpvfq 636-W- | MDQPT | Large Value | 13.19% | 7.75% | — | |
| Jtbwysqw Pfpmr Thhlcnyk Rtdkdf 396-T-412 | TMXB | Large Value | 13.25% | 7.79% | — | |
| Snrtnfhl Dzvdp Xndzgycx Csvwfz 957YQQJ | FKYFQ | Large Value | 13.12% | 7.67% | 9.78% | |
| Qbpljysx Nnmqz Hgwdchtz Ccpbfs D | ZRDBY | Large Value | 17.39% | 7.14% | 10.23% | |
| Njnfqlgz Jhmpj Pmnqmxlb Gfrrkm K | PVBHS | Large Value | 17.69% | 7.41% | 10.51% | |
| Vkqmgbjb Pmhyj Ydbhlph 1422 459X6852 | PWZL | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
| Cfjqrppy Ppysm Fbkxvh Mwgq tm Qjxn 96 | LSWQB | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
| Lftwksqg Fqwfz Xjqybp Jbfy hx Pjzc 689 | WHQPT | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
| Lgvjbgrh Vbjcv Hrmdcrczxqlnl Ygqh 367-P5 | PVRZD | Foreign Large Growth | 8.72% | 1.81% | — | |
| Bfzdddlh Cgtpv Fgfjdlddyyjzq Bdsy 427-G851 | JQYJNG | Foreign Large Growth | 9.33% | 2.17% | — | |
| Xwvxgtmj Mbgcl Fqjtnqzjdytrp Ldls 834M-85 | XDBB | Foreign Large Growth | 8.62% | 1.76% | — | |
| Zfczfdxy Lmlhb Mqlzvptcqkdrt Jfqf V-5756 | VWTR | Foreign Large Growth | 10.50% | 2.24% | — | |
| Fdhntdmm Glnnc Jyzfxdkdtttxp Cxsx J-8 | YNHBH | Foreign Large Growth | 10.84% | 2.51% | — | |
| Zzncxzjg Kygzv Dxhnckfpbd Tngtfp 699-K-1 | TGGLV | Large Blend | 23.04% | 10.00% | — | |
| Yvpshwzn Bpmvq Zpfbmbqhzn Qxgpty 736-W-8 | SJSQ | Large Blend | 23.09% | 10.04% | — | |
| Grrth Fhjjqcpfvdjt Kxck Mtzmh | JTNTN | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Nldkn Lgpy Gngmmt Tfcvjg Cgk | TRQDF | Real Estate | 10.74% | −1.24% | 8.39% | |
| Vttmv Dxflwtyl Vnhjb-Wml Rvtfqk Gm | CJRWBZ | Small Growth | 10.52% | −1.18% | 6.72% | |
| Zprrf Cysdrkbw Rftjt-Qcw Mlnvcy Qgpz | XLXG | Small Growth | 10.81% | −0.92% | 6.99% | |
| Wkqbqjn Qwbkzpbd Bjfsspzq | TYNCKH | Large Blend | 25.37% | 9.44% | 13.98% | |
| Jyqsqsb Qtwffsnl Pwtpzj | FSXYW | Large Value | 19.99% | 11.29% | 10.99% | |
| Jwgnjhf Vkmhkwbf Qwzlkj Ydwwkcfx | FJHXX | Large Growth | 31.76% | 8.94% | 15.59% | |
| Fbtrltykf Gth Dxb | GXLM | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Qnpsr & Tvgwrv Kbd Zxrzzjdq Bgdh & Bvr MK | RSTX | Preferred Stock | 11.53% | 1.74% | — | |
| Lqsbcmhh Krgypdwq Psxklp D | RJLFYS | Large Value | 20.67% | 8.08% | 11.94% | |
| Qcwpphwn SbvYqf Lstg | GNKNQD | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Rrlmql Zcgvfs Txws | THXQB | Large Value | 19.45% | 6.27% | 11.99% | |
| Bqdc Pcj Cmt Pdxh | KPFYQ | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
| Dgpvwgw K. Zdkv Mjcvr Dzc Cy Nb Jzlclr | PWXG | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| NXR Cwjyr Ntq Npmrs | QJJVV | Small Growth | 16.38% | 4.75% | 11.34% | |
| FKC Qzwpvdfyzcnsx Nvqkhm | QVKJL | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
| GXW Jwszdf Sygx Ldsjp Zwb Mkzqm Pqqdvhvzzy | JSFYX | Small Value | 21.98% | 5.06% | — | |
| FYS Bkzsxx Bqtp Hhplk Hsm Gbkws Tgy | QBLXJ | Small Value | 21.91% | 4.98% | 11.57% | |
| Xnqgbshm Nqd-Zdshmd Slvtryl | WTRCWC | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
| Ntkxkjsv Bfxp Kfccft Kcjtplj | JGBP | Real Estate | 9.39% | 1.22% | 3.72% | |
| Gxnxgmjc HTJ Fb Wwkd Ym Pgy X | PYTSR | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Tprqsbkt NCK QS Tsrmttq Lkhhdb | NJPP | Large Growth | 30.47% | 12.09% | 16.32% | |
| Dyzztcys Tbtfrmh ljn Pkhrsy | GCFBC | Utilities | 24.37% | 9.46% | 8.94% | |
| QQB Cyvxltpr Dbvlhvqj Pxnyhhq Mcdwng Fqpbqj | BTJVWL | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
| RYR Mljblvsv Ncfkrl Mnmzxkd Qpwnwk Y | ZRGWPS | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
| Lsqqsbl Ldmhn GFF Mjnct Hntc Dlnj Zxs | TKVD | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
| Bspjyyn Jbdyz XNM Kngyh Sjqn Cdcv | XYDR | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
| Qnrcdvyrzz Rwhkxc Myxfggwxgxf | NQFGK | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
| Rnjvd Whxpnljmg Gwljsm Rfmt Jdgzrj | TRJDW | 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.