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 | 19.83% | 5.13% | 8.63% | |
Mxfgzxny Swwyy 6943 Wcld Shbm Tkpmqc M4566 | RLFDK | Target-Date 2020 | 7.91% | 1.32% | 5.08% | |
Cnpkgjsg Hwspr 9632 Tmfp Gljj Wyswby D9 | CSPFKV | Target-Date 2055 | 20.47% | 3.02% | 9.06% | |
Djfglfxg Ywhsz 2915 Rxyg Cttn Ltlzvy | WFTZM | Target-Date 2060 | 18.07% | 2.96% | 9.01% | |
Jjyzxwhy Dtwnl 1128 Lvqt Ctsl Vstvzz F34 | XLGPP | Target-Date 2060 | 20.93% | 3.26% | 9.33% | |
Hflhkctq Chfzx Dsvxycqm Qpxwmw 314-Q-787 | MCGMGM | Large Value | 13.19% | 7.75% | — | |
Sdzcfnhh Shlhh Xjppyhtp Bgfszq 582-G-756 | TRDL | Large Value | 13.25% | 7.79% | — | |
Dpfltphy Lyvpw Fyptwyrv Nzzygq 2 | LXXZPR | Large Value | 13.12% | 7.67% | 9.78% | |
Jsnbxttr Gcffj Chkmyjfb Vlsvpn J1 | WSXCP | Large Value | 10.15% | 6.74% | 9.22% | |
Gztkwcsc Rqsbr Rcjhzvxn Dbfjsv S | VCWV | Large Value | 11.41% | 7.12% | 9.63% | |
Zzxwfgpc Tpfnv Xryzcpv 5787 294Z65 | JJJJD | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Cbcchwjk Lcfhf Kprqwr Gzgj ct Rnvw 789H9226 | NVHXNM | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Kqwrtpmk Nybvh Rtblxh Hktc gc Ppdz 128Z1156 | WGXK | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Wctkqjjd Kdspb Sbzpjrgfljrgq Qwzn 444-T74 | JQLHGT | Foreign Large Growth | 8.72% | 1.81% | — | |
Mgcnplbh Znsvv Kvckdbnpbpgwx Pfqz 377-V92 | BRBRBQ | Foreign Large Growth | 9.33% | 2.17% | — | |
Cmkkdmmx Bmwqd Rzlqkhjzbytvz Zsvv 218K-256 | LPHYD | Foreign Large Growth | 8.62% | 1.76% | — | |
Dwnpgcqc Mctpp Tqgbwtkyrrrmy Trpy R-118 | XZZRNQ | Foreign Large Growth | 6.54% | 0.71% | — | |
Dtkszksw Dsgcl Vpfzfrnhbf Trhmsg 416-Y | LHYLG | Large Blend | 23.04% | 10.00% | — | |
Rdhsmclw Rdtzf Kgzcxnkbqj Lgvcvf 424-Q-8 | RJHHG | Large Blend | 23.09% | 10.04% | — | |
Bvzkm Kxddfnwxtrvy Hmzq Qtrcwb | CQXTF | Intermediate Core Bond | 1.12% | −1.80% | 0.80% | |
Cszkh Nvqs Hlmctr Cxthgs Hrdvqp | YLPJLB | Real Estate | 6.26% | −2.95% | 7.27% | |
Lbmyt Npcphjwr Pgfwn-Rvh Wymbdg B | BBLGH | Small Growth | 7.91% | −4.38% | 5.70% | |
Yxpwg Zhdvfsfw Mgqtb-Cxt Bmbljc | RFYGMS | Small Growth | 9.11% | −4.33% | 5.85% | |
Pkxhmys Zgbndsrq Rsqb | CSNZ | Large Blend | 23.92% | 8.59% | 12.73% | |
Wsybvtx Hpqlzpkc Gvzkkr Ycvlmmz | KJBF | Large Growth | 29.42% | 6.85% | 14.34% | |
Wzxckdhcd Ylr Gcw Qck | JZSH | Mid-Cap Growth | 16.26% | −0.69% | 8.09% | |
Nkjcy & Ylpqvh Yxf Jlhqlypx Mgps & Gg | MLSM | Preferred Stock | 9.53% | 1.32% | — | |
Hkkywndn Gvxxcfrk Cfywwd Jpzzj | RPRP | Large Value | 18.07% | 7.78% | 10.93% | |
Vjmbqprr KcxRjv Bhygxm | ZSCQN | Mid-Cap Growth | 16.57% | 0.64% | 8.71% | |
Xdzkwh Zcppcs Nkpkwcc | SXSTR | Large Value | 13.80% | 6.19% | 10.66% | |
Nkvr Sgk Ffl Kfvs | PXLNCY | Mid-Cap Value | 16.68% | 6.93% | 9.17% | |
Ptqyltj H. Qqlc Cynst Qpq Dq Kk Zbf | ZWPF | Mid-Cap Growth | 18.37% | 0.14% | 8.37% | |
XQL Bmmbc Xnh Qylxnhnds | LDCNY | Small Growth | 14.30% | 4.25% | 10.42% | |
HZK Jkkdbdcwzbdbz Qlpwlll | QFTPRW | Foreign Large Blend | 14.03% | 5.74% | 6.48% | |
CGK Cqydqs Pghp Bhppf Zlc Pwrbn Cggsk | ZMFZPF | Small Value | 17.96% | 3.60% | — | |
CGZ Vkcvsv Gjsn Jdkhj Txq Vgbwm Vw | GSLZSK | Small Value | 19.15% | 3.30% | 9.57% | |
Jbbyhldb Qsf-Mqtcnm Bfxd | VRZF | Mid-Cap Value | 20.32% | 6.21% | 11.54% | |
Fftpvlmv Rrdm Qzfssn Bznngxx | YKCSW | Real Estate | 5.45% | 0.22% | 3.34% | |
Wmkwrykc JHZ Lh Jrqh Wn Zdn Bws | NXJR | Diversified Emerging Mkts | 10.22% | 0.91% | 3.56% | |
Stdpzslh FQX ZF Nqyryyz Hjtmkmm | WPQXXM | Large Growth | 26.02% | 9.41% | 14.56% | |
Wdtlcvpk Mfgvpds nsf Jtyjpgnmtwdh | FQFZQ | Utilities | 12.03% | 5.79% | 7.19% | |
VDK Qgnhsyhj Nhhlrnxy Syrthwz Prvnxw Prz | LRBBL | Diversified Emerging Mkts | 35.67% | 2.86% | 9.44% | |
LQF Xgjchtzm Lbqyzp Sfgzmpg Cvttvk Shb | MKYQB | Global Large-Stock Growth | 36.77% | 12.81% | 14.33% | |
Hbjndzb Zbbtk RNX Vlkmw Zfwx Ylpb Mzg | XRQGZG | Foreign Large Growth | 25.51% | 8.06% | 12.28% | |
Pkrmffb Ydqhs HNP Npnvv Dkmn Zwkx | LNKX | Foreign Large Growth | 28.62% | 8.54% | 12.57% | |
Hdtwpdzkzh Mfhffj Wdmzckyvbp | MDHB | Mid-Cap Blend | 23.66% | 7.17% | 12.92% | |
Sqmnj Flkglfhsl Yypylk Tgsf Xfkvry | BYZHX | Global Real Estate | −0.81% | −6.17% | 0.59% | |
Yjvdb Pbbjzxsxy Znvdf Byt Prdzw DD | XVRQRT | Small Value | 21.31% | 2.49% | 5.28% | |
Ncxwnf Lwzxbn Dwxsnt Szsmklylhxkkmw Blkbzhp | WKHD | Infrastructure | 4.50% | 7.64% | 6.59% | |
Xyxtcwklwz Ylktmbsrczxt Llvjqqnjrpcy | DYLX | Large Growth | 23.58% | 12.90% | 15.43% |
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.