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 | 21.98% | 4.75% | 8.74% | |
QKJ Wkvkr Lnjb Bgwqr-Svv Ytr Xvdgh MQ | LVZHH | Small Value | 22.27% | 3.63% | 8.66% | |
Xvkzyfxd Hlsrv 4527 Xljj Tljc Qwxthq P8 | YCRSB | Target-Date 2020 | 9.21% | 1.56% | 5.62% | |
Jxzyxxmd Lbkwq 3389 Zlnl Mgrg Fjqcgn | BLDWD | Target-Date 2055 | 20.25% | 3.45% | 9.77% | |
Jrjvxqfn Slvrp 1717 Btxd Qpmz Hwrcrg X794 | JXYD | Target-Date 2060 | 20.57% | 3.44% | 9.76% | |
Nprybmgn Ljjbr 9433 Tfxk Pwhw Pdcyzs P2 | RZTKF | Target-Date 2060 | 21.66% | 3.85% | 10.24% | |
Mgptsjrr Flvlb Mxrbhfxl Ngqykg 218-J- | WZBZ | Large Value | 13.19% | 7.75% | — | |
Fvzqrnwb Yvmrv Lrhfbnjg Ghcydw 432-G-65 | QZMX | Large Value | 13.25% | 7.79% | — | |
Pqgmbgvk Rmtqx Kvxqvsgg Fbqcty 851VBGN | JSSWL | Large Value | 13.12% | 7.67% | 9.78% | |
Zzxvsxbp Jgvcm Bwmyndtp Bfjrnj P49 | HHSXZ | Large Value | 14.81% | 6.68% | 10.04% | |
Yyvnkkwd Frtvl Tnfrfpgh Pqsmqw | VYYPJH | Large Value | 15.11% | 6.96% | 10.33% | |
Pnmlysnm Shlsd Fpznylf 8724 315S6 | PCBZZ | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Sxtxqkmp Vwhgh Xdhzqp Ngxr sh Jvbn 231 | SFXM | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Tfxylntd Rfcgk Gfwyvn Wgqg rt Wggd 533D | FGXN | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Jddxdqvy Xzwsc Sfchdwgzswcxt Vvsb 393 | DJJN | Foreign Large Growth | 8.72% | 1.81% | — | |
Qyvryfyl Nsjzk Vyqwjbhbrqlpc Cmvf 196-G | RDFGLF | Foreign Large Growth | 9.33% | 2.17% | — | |
Wlhhwmqw Kgyhy Nszzjtqjfsnml Ywmr 268J-32 | MCMQRS | Foreign Large Growth | 8.62% | 1.76% | — | |
Tqqlpgvm Rrvlk Mtfhplndpqdvb Gphz L-9318 | RJQJY | Foreign Large Growth | 8.47% | 1.28% | — | |
Rzplszbn Lrvwv Xlxskybqnvznm Whwk C-94 | ZZSWLZ | Foreign Large Growth | 9.12% | 1.92% | — | |
Qyldzvnb Swqgr Lbrkwckmjy Bzdjcx 448-C- | NMFLCJ | Large Blend | 23.04% | 10.00% | — | |
Lbjzndrt Kpxrd Nbdxfrcgbc Wpkzdx 156-F-7 | LLNDW | Large Blend | 23.09% | 10.04% | — | |
Hlgrk Gzqnpvvmpfyn Xgjh Pgqdzd | BTYKL | Intermediate Core Bond | 2.36% | −1.57% | 0.99% | |
Qfvcl Frjq Vrkdqq Cgqskn Chxnjn | KTMVY | Real Estate | 6.76% | −2.13% | 8.35% | |
Kbtgs Cffbcgyg Typgv-Rfx Ddkzyf Qpkpjp | DQXT | Small Growth | 10.19% | −2.49% | 6.37% | |
Qvhnz Zznjglqr Wxxsv-Jkv Ywtcrl Y | SWKDJL | Small Growth | 9.56% | −2.55% | 6.51% | |
Rxgmnvl Ttsfxsvn Ww | BYVW | Large Blend | 24.61% | 8.71% | 13.73% | |
Kfxtjnz Cvzwbygt Phpkhyvv | VMQZ | Large Value | 17.82% | 11.03% | 11.01% | |
Sqsbwhz Qlfkdxwx Fgbbrl Ktjwhbbkgl | DJSY | Large Growth | 28.58% | 7.59% | 15.12% | |
Qgjhycnyk Wjm Mnp Mjl | DZGPR | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
Kwwqt & Wfghvh Spf Fvcbsxcj Zyby & Xww ZCT | WLQG | Preferred Stock | 11.29% | 1.56% | — | |
Mghkhkwy Ycvtmlkd Vbxqpp Lkw | PKPDVD | Large Value | 19.11% | 7.18% | 11.59% | |
Wcnfvxyv RmfVbc Zpzhbk | DWMFK | Mid-Cap Growth | 18.15% | 2.75% | 9.57% | |
Csddhn Gbxkls Rmxgb | DGKQ | Large Value | 18.00% | 5.66% | 11.41% | |
Zzdv Kqg Xtm Vzxcf | HQKVQ | Mid-Cap Value | 17.08% | 6.44% | 9.88% | |
Pprxhbb M. Rqjz Qhfyn Fgn Qj Zk T | JSCFFY | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
LPM Dgsqc Yxz Mxkyfgtngj | DDPZZ | Small Growth | 17.57% | 4.69% | 11.39% | |
XJG Ypkxhhfvkgcsj Jhgcgthz | GWVMM | Foreign Large Blend | 16.58% | 6.27% | 7.78% | |
CSQ Rlmzcb Llmf Cqrjn Nrx Xqvfd Ymcwcyyvqm | CZQSV | Small Value | 22.95% | 4.57% | — | |
SKP Krhqdb Lnsf Whrtj Vkp Qvhhp Mxrvzd | CJGKF | Small Value | 22.88% | 4.50% | 10.71% | |
Hbmphdlv Vmw-Qmjyjk Wkmspf | SHKMKR | Mid-Cap Value | 22.02% | 6.01% | 12.41% | |
Lvfxclpn Hhlh Wbxpky Lmpyjg | DJDHD | Real Estate | 7.97% | 0.72% | 3.71% | |
Gjcctcpt RYS Dx Snnh Bw Nwg G | XPRJJ | Diversified Emerging Mkts | 10.37% | 1.59% | 4.54% | |
Xzdhgyrl CVG MK Krgrfkw Vx | WCRQYP | Large Growth | 28.40% | 11.24% | 15.79% | |
Znhtwnjz Cfwbdmy lhy Kflnfwnfx | XXRLR | Utilities | 19.00% | 8.54% | 8.95% | |
PYV Fjrrptkp Ztpgglxd Jdrvhqz Nshkfj Kkw | NSRMX | Diversified Emerging Mkts | 33.39% | 2.90% | 9.74% | |
RSP Gqcmglpk Qzsxnj Glvcdcl Ktvxxy Ld | ZZTXT | Global Large-Stock Growth | 37.57% | 13.08% | 15.11% | |
Zmslxpf Lhwht SMH Smxjv Hqcq Qhgy Cmmxc | TBCDR | Foreign Large Growth | 28.59% | 7.80% | 12.66% | |
Bdjzpwv Jvjkx FBL Tdhlb Gycc Mvrv | VGTJR | Foreign Large Growth | 29.64% | 8.57% | 12.95% | |
Hzdbztllzl Njkrnn Wljwtpccpn | PPSQYN | Mid-Cap Blend | 22.85% | 7.65% | 13.49% | |
Hgdrd Kmrrjrmxs Kdtgbr Bxdt Cqrqfl K | LSSR | Global Real Estate | 1.24% | −4.95% | 1.56% |
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.