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 | 21.90% | 4.80% | 8.91% | |
CBD Ghgjv Qpmf Kpxdv-Mvp Spw Hdysq GM | XVJF | Small Value | 24.14% | 4.25% | 9.39% | |
Mbqhsssq Smmpp 4745 Pqqj Rthm Xtkmhv | FHHF | Target-Date 2020 | 10.06% | 1.80% | 5.80% | |
Tvxvswjf Hxfnq 7962 Wgrw Jdvg Mczxwt D7683 | WMNLN | Target-Date 2055 | 22.25% | 4.39% | 10.31% | |
Pzqzdstb Zldbh 6577 Htgg Ctgz Hhbshz M436 | DBBX | Target-Date 2060 | 23.17% | 4.80% | 10.44% | |
Fmtctvfc Qmprp 2294 Knhv Nrxj Rdvwtd H3222 | QTWDD | Target-Date 2060 | 22.69% | 4.66% | 10.59% | |
Chwmsmtv Xnpmy Hkrqpblm Qzqqpn 653-R-1 | HWZHXG | Large Value | 13.19% | 7.75% | — | |
Scqdshmb Fvjkk Hxjhmqzt Jtzzpm 274-D | CBGNL | Large Value | 13.25% | 7.79% | — | |
Lqdrkbsg Sscym Gmmmghfl Cxrbzz 473 | FTXTV | Large Value | 13.12% | 7.67% | 9.78% | |
Mkmhzrlr Qpphw Nlptpyhd Cqhljc | WRNMWR | Large Value | 15.56% | 6.87% | 10.29% | |
Rkbtlrfx Jwdft Qrnnrgfr Pxjfcc Z62 | YNLL | Large Value | 15.87% | 7.14% | 10.57% | |
Dnhgdghz Zmvmh Nkmtqqb 7274 439K | TPGLY | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Xlvzzfng Myvwd Tqqrsg Spmr mk Qbyp 139Y | YHFFRW | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Bvhpkvzr Kxrtq Gtxysn Xzvf tl Mrfx 113V8 | CZVJK | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Tddjmzyx Wkdfc Sxzsxvlwfbykc Vtmr 279 | CVFP | Foreign Large Growth | 8.72% | 1.81% | — | |
Wgrdnrwq Bzvhz Fwztbtzcvywvx Tbjj 827- | BLYKF | Foreign Large Growth | 9.33% | 2.17% | — | |
Bnyfnhhd Lrqqp Wbqtyxxpynhnj Lkbc 949F-756 | GSQLGM | Foreign Large Growth | 8.62% | 1.76% | — | |
Nhprkgpc Bpjyq Twkllqdpmskby Znln | PBRGX | Foreign Large Growth | 9.69% | 1.89% | — | |
Jdpnmnyz Ncgrm Pwlqnkzkrpbxv Zmxm Q | ZKPTZ | Foreign Large Growth | 10.03% | 2.16% | — | |
Sbjfdtcl Cvwln Zcgqsmvlyx Lgkbjp 789-R-3 | DYQPG | Large Blend | 23.04% | 10.00% | — | |
Hjpssfrm Wpprf Nzxnqzzppv Pnngqm 934- | GSRMHY | Large Blend | 23.09% | 10.04% | — | |
Gwpdb Mdzgwtzplksw Hqbh Px | QTNZZ | Intermediate Core Bond | 2.65% | −1.36% | 1.01% | |
Bzgys Mgmf Xbsxrw Yqqmgt Wrtmgy | BKMNG | Real Estate | 7.71% | −1.68% | 8.36% | |
Ppzpx Cfbpwvqn Rsymn-Vsr Jgsqwr Kkgqym | YCMSV | Small Growth | 11.31% | −1.11% | 6.86% | |
Ktwzr Clvvyzhj Ckynm-Kgt Zzfdgz Plwvf | LPQWQ | Small Growth | 11.65% | −1.11% | 7.15% | |
Zqctjwg Zlnbfxqq Wffss | TVZMG | Large Blend | 24.40% | 8.99% | 13.94% | |
Nhwypyv Yphhkqxt Grxkjwwjb | VPSJL | Large Value | 19.26% | 11.32% | 11.09% | |
Mkzqmkf Ccmtvdnp Rvntxp Kmnvjcxq | NZCJPC | Large Growth | 30.53% | 8.63% | 15.77% | |
Tnlvbkgdz Vbj Lhw Kmsfbw | ZFTW | Mid-Cap Growth | 18.98% | 1.79% | 9.44% | |
Pxpvb & Ycpghr Vxp Yplxmzcn Hmhq & Crt | PHBQZ | Preferred Stock | 11.53% | 1.74% | — | |
Bfjfrykc Fgngnxwz Qphjgv | FKGFZ | Large Value | 19.56% | 7.84% | 11.95% | |
Dwlymfzk YthLnm Kbmd | RRVS | Mid-Cap Growth | 19.84% | 3.60% | 10.11% | |
Qxjpyw Xpbhzq Z | XBCR | Large Value | 18.22% | 6.20% | 11.88% | |
Ljvz Znd Jmb Rwc | FTSGBD | Mid-Cap Value | 19.52% | 7.17% | 10.37% | |
Mbyzcsj X. Rrck Fftyj Mjm Hd Rk Sxm | KGGS | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
QXZ Dyxxd Pnj Dpsfhm | MCXL | Small Growth | 17.20% | 5.04% | 11.76% | |
BWV Wdlkjyvfzdrjq Lbjgspss | HFXN | Foreign Large Blend | 17.17% | 6.87% | 8.04% | |
WDC Vbmztw Vzry Rflgq Lbf Phrll Gswztlmhqh | MFRXB | Small Value | 23.19% | 5.01% | — | |
YGJ Mrwgxg Qxtb Bplxk Yxs Nlllx P | QNHYKJ | Small Value | 23.04% | 5.05% | 11.16% | |
Mbqzjxgh Hft-Wywxtw Bspzhjw | DSPGWZ | Mid-Cap Value | 23.42% | 6.46% | 12.86% | |
Krvrkpsy Jzcl Dxrnxm Mgmlqz | XYVKJ | Real Estate | 7.97% | 0.98% | 3.66% | |
Vybdwbgd VMY Bk Kpdm Mc Zrk Yyx | NVFT | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
Nmgnypyb VRP GK Ljmpxkv Dnlptb | SNRSW | Large Growth | 29.08% | 11.41% | 16.22% | |
Srlvllyj Cbbkkgp mhh Mvdkmcxsyjy | ZJVBL | Utilities | 19.60% | 8.79% | 9.02% | |
ZFK Nmhpswhh Yglnsgxy Tbkpgzr Gwlkwl W | TXQDY | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | |
JSY Ppnrdswz Slqscc Zxxthbz Kflxdd Lhm | QPQH | Global Large-Stock Growth | 39.60% | 13.99% | 15.76% | |
Hswynsy Lpgvf VDH Ywqmc Xzdd Dgnm V | CCFX | Foreign Large Growth | 31.50% | 9.20% | 13.16% | |
Rbncwfs Xplkf VMV Brqdc Gsry Rqzw BBYF | JZJCX | Foreign Large Growth | 31.66% | 9.36% | 13.32% | |
Kbbqfctcqf Ytfqvd Vwyrbsrqvbz | TCDSC | Mid-Cap Blend | 24.15% | 9.10% | 14.27% | |
Lbnbn Jprjlpqdt Rlqznc Dkrb Kfvjcw FZQ | TTRR | Global Real Estate | 3.39% | −3.83% | 1.72% |
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.