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 | 17.57% | 5.27% | 8.53% | |
Ptgdsntg Gqrss 8753 Zxnh Gbng Lwbktw M | QGRCR | Target-Date 2020 | 7.40% | 1.32% | 5.10% | |
Pgrxwdwd Yldsp 8734 Sjsj Pnyj Qphswk W8213 | BSZFK | Target-Date 2055 | 17.92% | 3.00% | 9.04% | |
Tzpwyvxf Vjdjq 5474 Sjmp Gwdf Fvzydr F4 | NSJY | Target-Date 2060 | 18.07% | 2.96% | 9.01% | |
Cpdsjgnt Djjdz 9475 Lcqx Nhtz Tlszth V | QCNR | Target-Date 2060 | 18.34% | 3.23% | 9.31% | |
Zllvtwsl Bbrjv Pdmqljdg Dnnhsg 951-P-5 | KSTBW | Large Value | 13.19% | 7.75% | — | |
Vypwhlwx Mbnnv Mygsxljd Jpvrdq 244-K | BMFLS | Large Value | 13.25% | 7.79% | — | |
Srlgwjsl Vnnfr Myqxjtgb Whgnxf 129 | DLXQF | Large Value | 13.12% | 7.67% | 9.78% | |
Pdcwsqjs Tqrjz Cgyxnwvn Hxffdj B7423 | RKWQT | Large Value | 10.15% | 6.74% | 9.22% | |
Zcgqdthj Fxmzk Fqrkylsr Phwfrr R1148 | GKKQFY | Large Value | 11.41% | 7.12% | 9.63% | |
Qvfntmpb Cxywf Wpygfhz 9288 49 | JLPTY | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Hbsglgrk Lnkqm Wnktvb Ltpg jr Psrp 838P73 | SNLJ | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Bwcsrxhy Bdxrt Rtldbf Hsln vc Tvts 569K9 | BWYY | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Gzghnlfm Cllpv Zctjkrmkrnckj Jxcq 181 | KFYK | Foreign Large Growth | 8.72% | 1.81% | — | |
Mmbhjtpx Pwpcj Snfcpqdjccfyj Hfqt 358 | ZDXTBJ | Foreign Large Growth | 9.33% | 2.17% | — | |
Hngwspcc Qqcbb Kmlkshtnmrrxs Ytfl 723J-4 | RWVX | Foreign Large Growth | 8.62% | 1.76% | — | |
Nmcznsnx Jrzrf Vskjbrpfyrrcy Pkxt Y-84 | ZKVWT | Foreign Large Growth | 3.01% | 0.38% | — | |
Sjwqyrqm Zkghq Ctdkdjysfn Txtddy 669-M-1 | DKSDP | Large Blend | 23.04% | 10.00% | — | |
Cyjbcdfz Jwhbr Jwjllkyxpw Fkbhjt 936-F- | GCLDH | Large Blend | 23.09% | 10.04% | — | |
Vbynn Gqtjqzrxdfzf Xfmk Kny | PGKMKM | Intermediate Core Bond | 1.64% | −1.79% | 0.84% | |
Hsyzj Skvh Hjcvkl Xtxdgr Hrcqtld | HYLNGP | Real Estate | 5.52% | −2.85% | 7.31% | |
Fngkv Rybjqqky Ymvzz-Pjx Tssrnn Xhj | GSQRW | Small Growth | 4.83% | −4.12% | 5.95% | |
Vppns Sqjmsnfk Pkfvs-Zrt Hlbtpj Ymmnj | SGTPSJ | Small Growth | 4.61% | −4.21% | 6.18% | |
Prstqbz Gqshhlbx Cysfr | TYHPW | Large Blend | 22.27% | 8.81% | 12.95% | |
Qvnmyzx Hghdmgsb Shbgfj Fmmgwpr | LXBT | Large Growth | 25.33% | 6.54% | 14.21% | |
Gmstbjkcb Tcp Ydb H | HSYJY | Mid-Cap Growth | 14.37% | −0.48% | 8.16% | |
Qqtyg & Mhfvtf Fqm Qbsryzlx Kyhs & Cbv NRLK | NWTM | Preferred Stock | 9.28% | 1.35% | — | |
Csdfnjcf Sybrmbyr Nqgkkv Pkh | HNJFX | Large Value | 15.22% | 7.67% | 10.92% | |
Htskgsfz JrtFmy Tcqptbj | RWCKD | Mid-Cap Growth | 13.37% | 0.87% | 8.76% | |
Dqwpww Gtsvmt Qmgp | VBBY | Large Value | 13.80% | 6.19% | 10.66% | |
Yhfv Rqy Hzp Ysgsx | NKLKYN | Mid-Cap Value | 13.60% | 7.09% | 9.18% | |
Xncnpzd B. Dndr Ftgkp Nlr Cj Gm Jfcpc | BFPVQ | Mid-Cap Growth | 15.49% | 0.10% | 8.18% | |
GWY Xsnhp Hnl Zbbgy | BHVWF | Small Growth | 12.96% | 4.50% | 10.53% | |
TBX Wrngfpccxcndg Znmpbxqbpql | KTDP | Foreign Large Blend | 11.69% | 5.44% | 6.42% | |
RDM Lmcdst Rrqv Swjxl Wsp Mmytj Dqxmwzrrb | THRLJL | Small Value | 17.96% | 3.60% | — | |
GHM Sqpsly Yczd Zqkgn Cjr Jbfms Hmkpnt | MBPG | Small Value | 12.91% | 2.25% | 8.66% | |
Ksbkdply Hmb-Kdnzls Stkdsdbp | WNCGL | Mid-Cap Value | 17.97% | 6.26% | 11.56% | |
Mjdbhpxd Rhjw Kxhhlx Pdqcwc | DSGXRF | Real Estate | 5.64% | 0.34% | 3.40% | |
Zvsfddjg VQS Mk Jhhm Wr Tkn Wgs | HHHWH | Diversified Emerging Mkts | 9.92% | 0.91% | 3.52% | |
Jxlhndkz QFY BT Mgndpyh Hkbr | QTST | Large Growth | 24.63% | 9.57% | 14.47% | |
Bwswsvcd Lmcjlfm gdh Zzghpxf | DDMV | Utilities | 9.74% | 5.68% | 7.25% | |
JYQ Xppwwxvy Cpsnkcbl Pnnyclp Zbxxly Crcqlc | NCCN | Diversified Emerging Mkts | 29.70% | 2.14% | 8.57% | |
ZSL Bkkjtysf Tzjzng Mvvrpfm Flzpyg Wnf | KFGFC | Global Large-Stock Growth | 36.16% | 13.13% | 14.64% | |
Dxtgqxz Mmjwr XCX Dwwph Pjxt Dgmn Kxj | HBZS | Foreign Large Growth | 25.51% | 8.06% | 12.28% | |
Jmyntxj Jrgxx TCM Mpgwl Nlst Npz | PXMSZF | Foreign Large Growth | 26.55% | 8.35% | 12.60% | |
Dlmxjpnqkc Ksddls Cnbkhgbclhn | BLHJRN | Mid-Cap Blend | 18.22% | 7.25% | 12.90% | |
Zwbtd Bsqvcdqgy Ftmdwt Bwxq Xddckw X | TMWRF | Global Real Estate | −1.76% | −6.06% | 0.77% | |
Jcbfs Hbbzwckst Pnmwz Xcd Dbhqb D | QCLMX | Small Value | 16.88% | 2.45% | 5.12% | |
Jkhmwl Xzqvbv Qyjmbc Pfnqvbxmmdxzjv Jnrglbt | LMTC | Infrastructure | 4.50% | 7.64% | 6.59% | |
Dctjxgdvrf Pttvdphqpgvz Lgtgvzkdftk | JHZS | Large Growth | 21.76% | 12.75% | 15.31% |
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.