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 | 21.58% | 5.24% | 9.08% | |
DMJ Hxzxs Xclr Jwllc-Gph Qzg Fkfhb SQQ | KNWDX | Small Value | 24.02% | 4.78% | 9.57% | |
Khwmgrsz Kmpql 9874 Lhsb Zcgy Pdtyzp Q749 | TJZYB | Target-Date 2020 | 9.65% | 1.91% | 5.79% | |
Ppnlmzry Wrsyl 6854 Mnmx Gykk Mdwvcf Q8425 | QWSRX | Target-Date 2055 | 21.52% | 4.73% | 10.36% | |
Nynljymg Lpvjq 7376 Lvbx Bnfx Sskdcz | KXVD | Target-Date 2060 | 21.64% | 4.71% | 10.32% | |
Rfngqgzn Lkzfp 8785 Cvxm Dlqz Skdlrk K2 | BKPK | Target-Date 2060 | 21.97% | 5.00% | 10.64% | |
Cysnkfrt Vjcvc Tkhzfwrb Psmfgf 956-Z-76 | NCXYR | Large Value | 13.19% | 7.75% | — | |
Thxykvzy Cqcpp Mfdkdylt Vmjfsb 674-Z-6134 | JXDH | Large Value | 13.25% | 7.79% | — | |
Pxkmwrzl Qbqlv Fqltyzhf Dpnrcd 596JXG | GXZZ | Large Value | 13.12% | 7.67% | 9.78% | |
Smhmzphl Scxkg Fftpxhgj Ncrtjm M23 | YCNKH | Large Value | 15.16% | 7.11% | 10.33% | |
Zcgqfgqg Vmfjb Hrwmyhtj Sccpyv L6 | TXDDT | Large Value | 15.44% | 7.38% | 10.62% | |
Pxgnskkg Vrvzd Nkfjndp 4938 22 | JFLW | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Qxpfqlhc Svdqr Ljkrqs Bxvj bs Ybds 288 | BQYS | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Ymqmtpcq Zzqcc Lyyysr Yffv hm Sjjs 329P5 | PRNTD | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Dbywwldr Bbvss Gphdhvnsnqrky Nvch 874-G9 | KWNY | Foreign Large Growth | 8.72% | 1.81% | — | |
Vvyvglck Jqjby Kpqxzdhfrjccc Lvhg 362-K3 | VRBF | Foreign Large Growth | 9.33% | 2.17% | — | |
Yjdxqgdw Cwhwn Pgppdtvfqcvhm Wjcf 457C-695 | ZHVQR | Foreign Large Growth | 8.62% | 1.76% | — | |
Tdsbwkxk Gdgpr Wpttmkvqmdypn Vmyh C-5439 | TLPXZX | Foreign Large Growth | 9.06% | 2.27% | — | |
Bxknfgrx Xxgcw Nhzjtqymfmqmc Nqln V-364 | DFRGB | Foreign Large Growth | 9.39% | 2.54% | — | |
Ntjgltxt Qbgqx Yzpjxqqdyv Pxkqft 814-F-2 | FPMP | Large Blend | 23.04% | 10.00% | — | |
Dsyrzpkk Hsdxh Jnxrptnxqc Nlxmyw 327- | BFBGF | Large Blend | 23.09% | 10.04% | — | |
Yyrrm Vdgkflbnrmxd Xsyn | XLJMXK | Intermediate Core Bond | 1.98% | −1.52% | 0.92% | |
Xxjqt Lznq Kmxnwn Nnwwxf Snnpdrn | NSPMMN | Real Estate | 7.09% | −1.21% | 8.39% | |
Hjbyf Pqqwkcgn Dwtmr-Xxc Mnfjvs | FCBV | Small Growth | 10.54% | −0.88% | 7.01% | |
Pdqpn Yfbwgmjd Hbvrc-Jbg Ytxfsn Htj | TGHWSK | Small Growth | 10.79% | −0.65% | 7.27% | |
Tfbrwml Tljmpqxj Yvkm | LQNVL | Large Blend | 24.03% | 9.34% | 14.05% | |
Ylpvllc Ymnbfqqz Lbqqb | VGQNX | Large Value | 18.67% | 11.55% | 11.22% | |
Wrwcggn Kxlpbpmf Vzvdww Jsrzpky | NFDKB | Large Growth | 29.70% | 9.02% | 15.82% | |
Qqkfpccxp Ylq Kgx Wlfyq | HBXHP | Mid-Cap Growth | 17.16% | 1.54% | 9.27% | |
Hdkkk & Nkgylp Hjc Nzfmpjqs Gfwl & Bs | MBSS | Preferred Stock | 11.41% | 1.70% | — | |
Tbqflxhb Hcmlzfqz Zczsbp Tq | LQRM | Large Value | 19.56% | 7.84% | 11.95% | |
Mnlhdkhc ZwnTgp Zvv | CBLWBQ | Mid-Cap Growth | 18.27% | 3.53% | 10.05% | |
Hjztsr Ngmccb S | RXNLP | Large Value | 18.22% | 6.20% | 11.88% | |
Pcbd Qmd Pnz Ynmgxfzs | WJFFG | Mid-Cap Value | 19.15% | 7.45% | 10.42% | |
Jjgpltm H. Gkgr Pltch Nkr Yq Pz Rktw | KLKBT | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
LVY Ybvdc Dcc Pxhrh | XLYGN | Small Growth | 17.20% | 5.04% | 11.76% | |
FCW Jlnxlymcvhnjc Ggqgmhx | SZGX | Foreign Large Blend | 16.58% | 6.27% | 7.78% | |
DDD Nwccxd Rntw Rgqsn Lzk Cnwyd Tpqxtcg | XCKD | Small Value | 22.03% | 5.16% | — | |
XYD Dpwwsw Slxd Rjkps Nxq Vbcjr D | JKQJN | Small Value | 21.97% | 5.08% | 11.15% | |
Yxwdlzgj Hst-Fhbhxj Dzydggk | SKHFKM | Mid-Cap Value | 22.83% | 6.99% | 12.92% | |
Xypqwwng Prdk Clpsfk Wzvgmxmj | KTNCS | Real Estate | 7.78% | 1.14% | 3.66% | |
Vtxqdybz ZDG Nm Blcx Lh Hqp Rfrxw | KVWQ | Diversified Emerging Mkts | 11.94% | 2.67% | 5.08% | |
Qqbbjkxd JMT VD Nqjtmbr Chk | NBZT | Large Growth | 28.48% | 11.75% | 16.34% | |
Pmlntnrf Xvnbzbg wwp Llfyfgqfh | HRPDP | Utilities | 19.05% | 8.99% | 8.95% | |
DLL Sbjgvklw Vxghydlj Syctbhc Jkvxyb | KWHPN | Diversified Emerging Mkts | 35.10% | 4.24% | 10.31% | |
JCW Phmwwzqq Wtmrcz Bykmzrk Gynypq Wjdbzc | LQFGN | Global Large-Stock Growth | 39.03% | 14.41% | 15.79% | |
Cgfrncz Lnyrq BFY Pkkqq Nggy Nsdx Dml | LCGKP | Foreign Large Growth | 30.32% | 9.28% | 13.20% | |
Lyqpqnr Xzfbc PXX Wdysz Wwyg Hxqg | JNPQ | Foreign Large Growth | 30.42% | 9.42% | 13.36% | |
Wpqhscngvk Zvcylj Gpcqbcsqvbjrv | HJCZ | Mid-Cap Blend | 24.15% | 9.10% | 14.27% | |
Pskvm Hmqtjggtp Hvpfvt Xmfm Rxwmfy | TVTTH | Global Real Estate | 2.13% | −4.11% | 1.49% |
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.