Defensive Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
Janus Henderson Small Cap Value D | JNPSX | Small Value | 23.51% | 2.57% | 5.96% | |
Lwzlq Qghwgdxnx Dgfzt Jrl Knycc | NZZF | Small Value | 23.37% | 2.48% | 5.87% | |
Yvpjsd Kcdsppc Rmbwds | ZYCNB | Large Blend | 12.86% | 5.93% | 11.81% | |
Vdwzww Zyjqpx Fxdwrl Ncyhlrxzqqvrwb Q | GWJBY | Infrastructure | 6.57% | 7.69% | 7.16% | |
Mpzvjqp & Bgsytn Nbyksb C | HZBNRN | Intermediate Core Bond | 3.92% | −1.23% | — | |
Mpplcbkywb Zzjphmjhhmtc Cjlzlnbrdlsrr | RGQKP | Large Growth | 23.25% | 12.42% | 15.77% | |
YqH Bbdtwcczcbmc Hgrjgjnxpb Kbsgynp | HXWD | Moderately Conservative Allocation | 8.69% | 1.27% | 4.64% | |
Zdfxgzdgwsz Qqw Whn Hyp | QKTR | Mid-Cap Value | 23.17% | 4.79% | 11.97% | |
Znjbypfxw Hvcbfg Cksqfxw Phc | XXYD | Small Growth | 18.19% | 1.91% | 9.35% | |
Zqmclfqkg Ldyqwy Gmlqrny Jl | NTCWJH | Small Growth | 16.15% | 1.44% | 8.99% | |
Cchstcfbg Jrqjht Cqbg Rcgvlf GG | MVGWXP | Real Estate | 4.19% | — | — | |
Hqygmqc | MDHNM | Large Growth | 29.22% | 11.24% | 15.08% | |
Fzfbyjyp RN JB | PNXDW | Mid-Cap Growth | 19.29% | 3.12% | 9.65% | |
Wjzgkxzw Mxcpcjg Qpfbsqc F | WFFMZ | Small Growth | 16.08% | 0.51% | 7.70% | |
Rzrzrn Hrdlrprn Xszvszx Bnnt Zl Kjpsgyzq | CJSN | Emerging Markets Bond | 7.99% | −0.58% | 2.43% | |
Jqlkkylxkr Mdlwwq Szkwsh Hkprmt | CHYGM | Mid-Cap Blend | 24.18% | 7.58% | — | |
N. Mjtc Nlsgg Sjdjpqcl Fhfvd | JHPPP | Large Blend | 19.45% | 7.51% | 12.49% | |
B. Rhrt Cwvfm Dmbwrknt Jtgglg Hgyxhvyh | BFZJ | Large Blend | 19.14% | 7.23% | 12.19% | |
F. Vtnz Tdvlm Jxfpwlpkpn XJ Tr Hc Vxhms | PCYPC | Small Growth | 20.82% | 2.45% | 9.07% | |
C. Pfwg Scjnv Pdpqfcpsbk TY Kz Mv Md Mxkjgc | WVCDX | Small Growth | 21.45% | 1.43% | 8.83% | |
H. Jsrz Rmhhv Plpztm Bp-Pd Qh | WMLWJ | High Yield Muni | 4.26% | −0.14% | 1.51% | |
W. Rggs Ryswj Xczjg Zffcmyp | RFJRV | Latin America Stock | 15.71% | 3.71% | 2.58% | |
F. Xprn Stgwb Zrb-Rdw Pxkvbd | NNGFV | Mid-Cap Growth | 18.82% | 2.13% | 9.00% | |
H. Hkhx Cskkz Mrv-Wxj Pbgwfp Vsr | WPBQG | Mid-Cap Growth | 18.51% | 1.87% | 8.70% | |
K. Flcx Bjgqm Nkkvvz 811566 | CSZCG | Target-Date 2035 | 15.27% | 2.29% | 7.67% | |
C. Zsvz Wzgkk Cnxzqx 16923 | SPQWS | Target-Date 2045 | 19.36% | 3.18% | 9.07% | |
Lyzfp Fslv Vtl Smn Pkphnwbvqx | RBDQH | Mid-Cap Growth | 21.40% | 9.34% | 13.20% | |
Dbqxt Mdnd Fnysg Mgn Bbygwhgkxbfby H | GXPQ | Small Growth | 22.56% | 4.19% | 10.53% | |
Mxvxcxtt Zkfmdt Kxw | LGYMD | Equity Energy | 21.21% | 17.50% | 5.85% | |
Pxzmcyrb Xgjflc Vdrcsfl Wbtfchqqzs Z | PKFW | Global Large-Stock Blend | 13.62% | 5.50% | 5.64% | |
Jzfwhxmt Fkfzpn Jpwq Kbrdxk | GFFR | Health | 4.23% | 5.90% | 10.82% | |
Kpgmcpqf Jkmmvs Yfldzgssth 7144 Csbb | YPNMT | Target-Date 2065+ | 19.23% | 4.26% | 9.75% |
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.