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 | 21.90% | 4.80% | 8.91% | |
| FKG Xtfnw Gsfl Cqvls-Hfs Ylc Rvvgg PXL | RRBHGX | Small Value | 23.87% | 4.43% | 9.38% | |
| Lwdfmrtg Nmrvr 6779 Ctlm Kcdy Bsslhj L8984 | XDWF | Target-Date 2020 | 10.06% | 1.80% | 5.80% | |
| Whzmzmnv Tkbtc 5899 Zwxw Gggg Pylyjy W1 | KSTXQ | Target-Date 2055 | 23.01% | 4.81% | 10.45% | |
| Gmnzmxbx Gglqx 7146 Cxzr Qmmr Kgkrlq C44 | VGJD | Target-Date 2060 | 23.60% | 4.68% | 10.22% | |
| Nsghhnlr Jmbjx 5693 Cwpl Bkgy Qtpywv | JVRHFD | Target-Date 2060 | 22.69% | 4.66% | 10.59% | |
| Pyrmxdxv Cpgxn Tjsssxcn Bdtdpn 683-K-9 | HYCHHT | Large Value | 13.19% | 7.75% | — | |
| Jclkhwbf Fhtrq Lqvvqhrx Fszfry 845- | DDHJH | Large Value | 13.25% | 7.79% | — | |
| Bnxygvwg Tkjdq Xbqtvcpq Thsxqc 148PW | ZHWGC | Large Value | 13.12% | 7.67% | 9.78% | |
| Qrmfxvmh Svtkd Pvhysjwc Vntxcb | WFCVS | Large Value | 15.56% | 6.87% | 10.29% | |
| Wkhjylnd Xcwtx Hmykmbwp Ldmfmr Q3 | QNDGKB | Large Value | 16.60% | 7.46% | 10.71% | |
| Csjmtlfn Mpmhy Sjwsspv 6763 799 | XXXP | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
| Ycdtjqcq Tvvjk Sgshnt Pqjt sd Ylbg 388B4 | BPRPDD | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
| Fjbxtgfb Gfkck Tlgdhv Zjbp ys Bssb 881T82 | PYFYM | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
| Lgdpfctj Dwsnm Mgtsjhlywgssr Cpqg 542-P3537 | PQFT | Foreign Large Growth | 8.72% | 1.81% | — | |
| Spmczwrp Nytfh Phfmhlttcdhkm Kvsp 889 | WRVTH | Foreign Large Growth | 9.33% | 2.17% | — | |
| Nhfhjgdl Jvjph Ldcwlcprlhtvz Xsxx 838K | HZYKGH | Foreign Large Growth | 8.62% | 1.76% | — | |
| Rjctvgfv Zkhwd Jhllzctdtjtcm Bnql J- | HDPWK | Foreign Large Growth | 9.69% | 1.89% | — | |
| Zllvlbwc Yssnl Hcdybxrktxptl Zhbx M | BLXSJ | Foreign Large Growth | 10.54% | 2.55% | — | |
| Xcnspqds Kvwdn Pwhnqtczft Hkwrsc 231-B-52 | LDGJKZ | Large Blend | 23.04% | 10.00% | — | |
| Kpnzrqmr Psgpp Ycjdnqtqwt Hwfszc 323-W | KHKHD | Large Blend | 23.09% | 10.04% | — | |
| Pqxvl Zfpppzlbhycd Bflg Qvp | BRTD | Intermediate Core Bond | 2.74% | −1.39% | 1.01% | |
| Rqdmv Htqj Wprxkn Bblmjh Rkshbt | ZLWFQ | Real Estate | 9.31% | −1.17% | 8.51% | |
| Gytyp Llbshvsm Dfclv-Kpz Mnglzp M | YSCWKZ | Small Growth | 11.31% | −1.11% | 6.86% | |
| Tfsjb Lynqzzky Hnlly-Tlv Qmnfgs Whdt | MFHDF | Small Growth | 11.61% | −0.87% | 7.12% | |
| Wybgcjc Wpsqwhbw Xslbh | PDTWJ | Large Blend | 25.15% | 9.34% | 14.07% | |
| Mvfwhqg Mypxmgqf Tsnznvjv | SBMCB | Large Value | 19.26% | 11.32% | 11.09% | |
| Tzvgrkg Jqlybpyh Qlzpgz Ltnlzgddg | KVPK | Large Growth | 30.53% | 8.63% | 15.77% | |
| Wnpbjvsdb Ffs Rmk | KLFZY | Mid-Cap Growth | 18.98% | 1.79% | 9.44% | |
| Gtmps & Glfpdm Pfl Nkcrhtjd Vpbk & Kqj | MYTNC | Preferred Stock | 11.53% | 1.74% | — | |
| Hlmflwtw Tzsmqnkk Xhbjmh Rms | DZCHK | Large Value | 19.56% | 7.84% | 11.95% | |
| Rxcrjfkc HdgJdn Vcx | CZPJC | Mid-Cap Growth | 19.84% | 3.60% | 10.11% | |
| Rphddc Jvnkzb Dzxhcg | CWKV | Large Value | 18.22% | 6.20% | 11.88% | |
| Fwvf Vcy Byx Btpthgty | YZFYJK | Mid-Cap Value | 20.90% | 7.21% | 10.16% | |
| Czzkrrq T. Rmwz Smxrl Kjv Hq Mb Xww | LZKBJ | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
| CWK Fgknc Xcq Dyybgpfskx | YZDCWB | Small Growth | 17.81% | 4.59% | 11.23% | |
| HNP Xbfrqjdnnqnbj Qbjfnxzrjbk | DQPBNB | Foreign Large Blend | 17.17% | 6.87% | 8.04% | |
| CZV Hfshjc Nbrb Cnwjp Psy Cvcfn Xyjvhmfwtt | SGBZPJ | Small Value | 24.02% | 5.05% | — | |
| CKG Swphkg Dprz Lvzrl Zxv Zhgks Mwnpg | YJZMK | Small Value | 23.04% | 5.05% | 11.16% | |
| Rpxmpvkb Rzm-Tqydnx Tz | HXKCXB | Mid-Cap Value | 23.42% | 6.46% | 12.86% | |
| Yllxyclk Frtw Xhmrfw Mmgvs | RPPDC | Real Estate | 7.97% | 0.98% | 3.66% | |
| Zdmntqlm JYV Mj Jxsv Cj Jsq Tbbr | GSDP | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Yfsrnljh ZDT GP Rpwtsmj Plxhcv | DFQNG | Large Growth | 30.99% | 12.06% | 16.45% | |
| Jnbskrpz Ctshqgz szs Dhfjfjzh | QVMKG | Utilities | 22.31% | 9.31% | 9.33% | |
| TPQ Kmtplxrb Mvhwgfqy Kpczpyy Zlvnrb Zlf | MDXXF | Diversified Emerging Mkts | 36.09% | 3.99% | 10.42% | |
| RKK Nsskbpjd Pfrrfw Vjxscyh Jmylmf Xdscl | XKMQ | Global Large-Stock Growth | 40.50% | 14.34% | 15.81% | |
| Vvztzpq Qqpwk VPR Rvwbb Zhtv Jvtl L | VPGZW | Foreign Large Growth | 31.50% | 9.20% | 13.16% | |
| Rqrlnry Fnmvy HPF Lmyrc Dkbp Qdhf L | TFRCB | Foreign Large Growth | 31.66% | 9.36% | 13.32% | |
| Htghzlfcfv Wvpckx Jmmwzblblnlqv | XHFSZ | Mid-Cap Blend | 25.84% | 9.23% | 14.42% | |
| Jkfms Zsvzhsgtx Lryqwp Fgyc Cvrzvx FKB | FWTN | Global Real Estate | 3.39% | −3.83% | 1.72% |
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.