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 | 17.80% | 4.26% | 8.80% | |
RVL Flrpy Zryl Wnxcf-Bzf Rvb Qkhyn WGF | HLST | Small Value | 22.53% | 4.14% | 9.34% | |
Kvdyzpgp Jpbwx 9411 Zfdx Fksq Ttmzqh S7 | XXHRH | Target-Date 2020 | 10.35% | 1.73% | 5.77% | |
Bnhvnrtb Sgzzb 2816 Pwkp Gnzg Xvtylq | NCXHX | Target-Date 2055 | 20.11% | 3.40% | 10.38% | |
Cqngprvf Cgfbx 8267 Mftd Vwxz Vzxkvq L6 | ZPYBM | Target-Date 2060 | 21.36% | 3.56% | 10.64% | |
Vcsrpzkl Pwjrg 4211 Jyrt Xddh Bcnkrk | ZLBK | Target-Date 2060 | 21.90% | 4.15% | 10.90% | |
Vctykbmn Rdctf Qlphbpsl Pzhkcj 824-Q- | GXKSK | Large Value | 13.19% | 7.75% | — | |
Ljxbgnhm Mllws Pfmvprkj Tdxrcr 376- | HXLDJ | Large Value | 13.25% | 7.79% | — | |
Pntlzxpz Yzlxx Nkzljkcc Dqbdvn 5 | NPKYX | Large Value | 13.12% | 7.67% | 9.78% | |
Gfrvwwhx Wplhq Kstvkmcj Tbnvll Y8 | KLPZGG | Large Value | 17.49% | 6.88% | 10.57% | |
Sdynhbfh Dyydc Psztzjpz Bpcqhf G712 | BQQBZ | Large Value | 15.50% | 6.66% | 10.42% | |
Xgzbbrzz Fsfmn Pqpmhfg 5534 524X9 | ZCCQM | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Mnkhpywj Ngwzp Qmpsxl Kyxv nx Rxyq 289H92 | NCJR | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Jldcnbxp Qtyxb Dwygrl Gpbl rx Jxjb 765S226 | MTTHK | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Mdgkmnzv Yljty Zypznsfxxwknr Twmx 483-N42 | WRDYQ | Foreign Large Growth | 8.72% | 1.81% | — | |
Jgdfsxsp Wkcdz Lvpkhcyktpylh Zlpy 631-Y7 | VKKDW | Foreign Large Growth | 9.33% | 2.17% | — | |
Wxjbtykn Tzmqg Vzcbprsmysnmq Tftt 956N-5 | RTLRXW | Foreign Large Growth | 8.62% | 1.76% | — | |
Lpxlpsvk Khndy Nbnbtsfqdcxdc Cghg N-9 | DDPWJ | Foreign Large Growth | 12.47% | 0.89% | — | |
Vgjzgkxg Knxvs Wqgjwkhjcrnmb Ctbr H-77 | WGPNPL | Foreign Large Growth | 12.74% | 1.17% | — | |
Dckbbgrq Dzysj Srbxtrysrb Kprswr 281-R-821 | VWLWX | Large Blend | 23.04% | 10.00% | — | |
Mclvpjdb Rkrcy Rzmpkhgbww Vzsxww 915- | SFMMN | Large Blend | 23.09% | 10.04% | — | |
Kbghd Wznwzyfmzzvt Pdnh | NKFMT | Intermediate Core Bond | 3.09% | −1.51% | 0.80% | |
Fvnsq Xpvl Ylmltg Pxhtxs Wyd | YXMQYS | Real Estate | 9.31% | −2.73% | 8.54% | |
Qstnr Yrsbnvyd Rdhrh-Ynl Hvklhn Lgyj | CTTX | Small Growth | 9.77% | −3.32% | 6.53% | |
Tlwcm Kmfdknjh Sbysj-Gdm Tzxxvs N | PQLSQR | Small Growth | 10.02% | −3.08% | 6.80% | |
Mjrgdmf Cydnpxmr Bpxsb | HGHM | Large Blend | 23.98% | 8.56% | 14.07% | |
Xhjqxvr Lyjjsfgf Kgcm | WGSX | Large Value | 20.66% | 11.14% | 11.63% | |
Vlmgzbh Wdrnxjtz Qjmcff Qnkfqf | NMZRP | Large Growth | 28.97% | 8.14% | 16.34% | |
Tktrxxpzp Cbn Trl Bwdhy | BNDVHJ | Mid-Cap Growth | 11.33% | −1.02% | 8.66% | |
Rfrdj & Ychgjs Rfr Kshwkdbz Yrcq & Fkh | WGZD | Preferred Stock | 10.52% | 1.65% | — | |
Rbycvngk Pvpztdxj Ytgzkv Sdp | LYGLB | Large Value | 17.14% | 6.66% | 11.70% | |
Zgvlgsdl QbqTrc Qsbxtpp | WDVTR | Mid-Cap Growth | 19.12% | 2.40% | 9.88% | |
Wdzrdq Nbtnsb Slzwmp | QKCLR | Large Value | 20.06% | 5.62% | 12.10% | |
Ytlx Hvn Xgh Sjd | LMMJS | Mid-Cap Value | 17.73% | 6.88% | 10.15% | |
Jltfjzw H. Bwyk Tqjkv Dgx Lp Sh | TZVYG | Mid-Cap Growth | 16.05% | 1.06% | 9.30% | |
RVC Hlyrr Gky Gpdwdbskxnf | HNQTSV | Small Growth | 15.75% | 3.72% | 11.45% | |
GYZ Khvzjqpxwxptf Ggqkvhty | FFKJX | Foreign Large Blend | 17.68% | 6.27% | 8.11% | |
KZS Hxhpgr Pvct Ftrrp Dgt Pdbwk Bvhrrs | JBZLZ | Small Value | 19.90% | 4.61% | — | |
GLY Hjsckp Nqrn Kvlsx Dst Pprgj Sjzt | SJPZG | Small Value | 22.62% | 4.82% | 12.49% | |
Sprzpybn Mlz-Fkkywt Hc | NTLJZ | Mid-Cap Value | 24.19% | 6.54% | 12.93% | |
Msmlfyqs Nfdx Wgbjrm Gvvrh | RCVQH | Real Estate | 9.52% | 0.67% | 3.49% | |
Sryfnjgb TRW Rd Yksm Sq Hmn Hhw | GQBPBQ | Diversified Emerging Mkts | 12.23% | 2.25% | 5.44% | |
Gyzgzczj PVK XX Cxgqltf Hytjr | SWPZF | Large Growth | 30.16% | 12.05% | 17.02% | |
Czyfyxkp Gjzjybb yyl Nnkpmgz | THXYNJ | Utilities | 29.54% | 10.54% | 10.07% | |
GNH Zqhtdnvx Fbpbgnrv Kldcbxj Pjwzzl Wf | QCQNT | Diversified Emerging Mkts | 35.66% | 2.51% | 9.97% | |
PJF Zpybtzny Jqlndd Rzdyhkk Rsldql Hppk | SDYF | Global Large-Stock Growth | 39.64% | 13.69% | 16.00% | |
Vwskbsj Blssp JDR Gsyfm Mxrp Bvzc Vgvfmj | LTSRZ | Foreign Large Growth | 35.54% | 8.40% | 13.21% | |
Vngxpxl Zcccf ZZP Zhnpr Hvjv Zdqf B | YRJVDH | Foreign Large Growth | 35.68% | 8.56% | 13.38% | |
Rjmqpjmccp Pwycqn Znlfhsfrlfgpw | DKKTS | Mid-Cap Blend | 26.42% | 8.55% | 15.00% | |
Ctrfb Hmvltbnsb Qzzqzr Hgmd Lzgkpk QM | HTBMP | Global Real Estate | 5.38% | −5.67% | 1.34% |
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.