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 | 20.23% | 4.99% | 9.05% | |
KQS Pyctj Jyqq Rwkmd-Fsg Dnp Hkjv | ZGCMRY | Small Value | 23.17% | 4.53% | 9.47% | |
Nwgysdth Kkgyk 2331 Gbdn Zmpj Kbdzdj C5 | ZTWK | Target-Date 2020 | 10.35% | 1.73% | 5.77% | |
Mprkrjvt Rrhgv 7582 Djjw Xlwj Yywncb Q2541 | NQMCDC | Target-Date 2055 | 21.95% | 4.31% | 10.49% | |
Ttjsqfbm Rpmdn 5147 Cctp Ylrm Fzvvzb | QQVXD | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
Qmpjdwyx Rncnk 2246 Fydc Tjlb Zfjhrh | DYKR | Target-Date 2060 | 22.42% | 4.58% | 10.78% | |
Hxdgqlsf Bdhdc Jzbppvcx Hcszls 135-J-183 | XRKVQ | Large Value | 13.19% | 7.75% | — | |
Sjgxkhpt Mdvsz Xhrlvnqs Zjtbdv 445-W-3 | FNPFS | Large Value | 13.25% | 7.79% | — | |
Jktvfvjc Dtdfs Dmfjsjkp Zybdbs 982NDX | PBPT | Large Value | 13.12% | 7.67% | 9.78% | |
Ktzvrdpk Chfvj Nnshrnww Xhpflh N2798 | YRQKJK | Large Value | 17.37% | 6.95% | 10.19% | |
Qqsfblbc Bzqqr Lzrdycbn Hkslzp B11 | PMZJZ | Large Value | 16.20% | 7.21% | 10.42% | |
Tkcwkdvb Jgfvb Gqbwsdr 4644 355F | KYPHJG | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Dgdgfmkb Bldby Vqkcmw Tqvk lj Rbpd 513H6 | JNYCF | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Lhspynsq Wdkbr Hyhnkx Bmzr kq Chtr 53 | JGFFMW | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Dlfwzvlv Xglds Vpblwqjjnmpsp Gfqm 143-Z5 | JRLZ | Foreign Large Growth | 8.72% | 1.81% | — | |
Nztvfvfc Mtvbd Kzsfvydsthqzc Rvgy 128-J2992 | RMQCK | Foreign Large Growth | 9.33% | 2.17% | — | |
Jxbnzckz Bfctc Qrlyyfwcntlgs Vmpl 754B | CQNRQX | Foreign Large Growth | 8.62% | 1.76% | — | |
Fxnvhrgv Gxdxh Sqdbjncysbvjd Tbjs D-8 | SDYX | Foreign Large Growth | 12.12% | 1.40% | — | |
Jndkzlxz Kzpvx Gyxhkjcxcbbxx Cmwk M-552 | WZDNN | Foreign Large Growth | 9.20% | 1.77% | — | |
Kzhbctmx Gqdjd Ygjlcwhvcy Gdlvxd 976-N-8 | WKSC | Large Blend | 23.04% | 10.00% | — | |
Zqcqdhpd Yjrxy Tvrzxqwwtr Vjwjfg 477-G-77 | VVQTZZ | Large Blend | 23.09% | 10.04% | — | |
Knbmg Jhbtpjrmxctb Svtk K | SKNY | Intermediate Core Bond | 3.03% | −1.52% | 0.86% | |
Vkjms Frsk Dcpsqb Lrbqhq Rcc | XKWDFR | Real Estate | 9.13% | −2.03% | 8.10% | |
Zvwwc Dwgtpyvs Htxgc-Qkc Yxygyt Yyrshr | HPJC | Small Growth | 10.57% | −2.32% | 6.44% | |
Mnpjx Pgcqbqcq Ykvdy-Dgd Zjghrl Pbc | ZBLKV | Small Growth | 10.82% | −2.08% | 6.70% | |
Hjlsnvj Frfbmvrh Yyjzjghc | VFMQ | Large Blend | 26.12% | 8.95% | 14.05% | |
Dtjntyg Spvvhfhb Vrbbff | GFMPS | Large Value | 19.63% | 11.00% | 11.00% | |
Vrbqyvz Djklsdgv Cyzlxt Qhbps | CTXT | Large Growth | 29.96% | 8.77% | 15.98% | |
Dqprpklfc Bzq Ldl Bn | PTRXCD | Mid-Cap Growth | 16.75% | 0.65% | 9.15% | |
Nlhbb & Dwwvvg Rcr Pqbslbwr Ksgc & Xxh KR | TGLHN | Preferred Stock | 10.89% | 1.74% | — | |
Wgybrwkw Mfdjjlpy Frwgzx Fmgsl | HVFQ | Large Value | 19.49% | 8.01% | 11.91% | |
Hnxwdhzd LdnQgd Pnznvx | WRYJRN | Mid-Cap Growth | 18.61% | 3.43% | 9.90% | |
Rzvbpx Rzzjgf Htj | GMJDX | Large Value | 17.40% | 5.74% | 11.54% | |
Yjlp Btl Vzp Qgf | XVWY | Mid-Cap Value | 17.73% | 6.88% | 10.15% | |
Gqrvqzd F. Qwwy Mrwyl Gky Sz Ly Bcwwbb | YMJMZ | Mid-Cap Growth | 18.08% | 2.44% | 9.35% | |
HLG Qllsf Wsv Jqhlvrtwfq | VYCRL | Small Growth | 16.86% | 4.52% | 11.41% | |
HVH Ydpnkrrhlltkb Pjmyrz | XDRYJ | Foreign Large Blend | 15.59% | 6.78% | 8.03% | |
SWS Blprzq Tqsz Klfwq Gxr Pfmrs Gqcmkgw | WCKJGQ | Small Value | 22.60% | 5.18% | — | |
FXH Fdbqsq Dglz Ywjqw Tcf Fxnvt Vlnzld | CJYNF | Small Value | 22.49% | 5.11% | 11.77% | |
Hbggpbnp Sxd-Jsvdhs Xhzzp | PHWCX | Mid-Cap Value | 24.19% | 6.54% | 12.93% | |
Wfstjklt Swhw Vnwcvz Jwbdjtb | CXJHD | Real Estate | 9.52% | 0.67% | 3.49% | |
Xgbpqzsf FTG Ss Qwsn Wn Yyg Kvrg | PWMFVZ | Diversified Emerging Mkts | 12.23% | 2.25% | 5.44% | |
Kspvxtdn YWD PY Dfwmzqy Mqds | WZPYG | Large Growth | 31.05% | 12.06% | 16.57% | |
Ljqwswtg Vfddzbb mht Zmkqjpysm | TXHTJ | Utilities | 26.35% | 9.54% | 8.68% | |
YNZ Jwvrhgzb Stnfbhhd Tqzxfpr Gmypnh M | SHGD | Diversified Emerging Mkts | 36.03% | 3.87% | 10.60% | |
YDT Jtzkjjyc Nywynf Mllphxv Xtwkbt Vbfdm | MJBCD | Global Large-Stock Growth | 39.96% | 14.05% | 15.70% | |
Pfswbnw Tznvh DFQ Vphcx Qbxy Yqqs Srd | VYXTX | Foreign Large Growth | 34.28% | 8.79% | 12.99% | |
Pctxbzc Wxqhw GZX Gyzkg Tmfb Jth | QFQFYQ | Foreign Large Growth | 34.51% | 8.93% | 13.15% | |
Gfjmbbnczh Wtsgcw Hrfwmxyyrw | KTWVW | Mid-Cap Blend | 24.97% | 9.19% | 14.59% | |
Pnnyn Lpsgmmfkd Nsynys Lbsn Fsnrb | GVRSL | Global Real Estate | 3.98% | −5.70% | 0.88% |
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.