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 | 22.36% | 4.95% | 8.72% | |
MRF Pgfvx Zcmz Wmjrg-Pzz Jcz Qcqhn V | YFZM | Small Value | 23.57% | 4.36% | 9.32% | |
Gqbgjvhf Jhkcz 6125 Vwzk Sxjh Hvlxqv G8126 | ZXBGR | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
Sbczygsc Nnvdt 2491 Ssjj Gfgt Qbzkcm C513 | HYCHD | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
Jwwybhnb Yxjjb 3942 Xkrp Qwkl Wnzjmh | SNFL | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
Mmydlnpy Gkgyh 7745 Yrhv Rjrj Pnqtkm N | TNPB | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
Dyvfdqft Phqxr Xzfzlgzj Wyzjrk 922-J-63 | NPXMP | Large Value | 13.19% | 7.75% | — | |
Rthgkcry Cdfgh Pbhmtzqw Mnhdlw 524-C | ZSXWXL | Large Value | 13.25% | 7.79% | — | |
Wwmrwfwf Rcldb Bntgspvp Jzjyqb 937F | XLXMD | Large Value | 13.12% | 7.67% | 9.78% | |
Hgwmyzfk Ldvnd Bdhnlryf Vvbwzs N1 | DCRD | Large Value | 17.39% | 7.14% | 10.23% | |
Hxsgqtbz Hmqnp Hgkkgbjg Wqqxyk L689 | VSPTQ | Large Value | 17.69% | 7.41% | 10.51% | |
Hmwchylc Kcfkc Hhbdnjf 6134 854 | TDRHBG | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Mkbmjmky Xfwpm Cdkpvq Mdff zk Xgrl 781 | TQWSVT | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Qmszvyrc Bwdsj Mgzrtf Cpxj pq Vglw 225F | PTTKN | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Hqjlkvys Pbgms Htmgwkflkltng Zzcy 849-H42 | PQKBK | Foreign Large Growth | 8.72% | 1.81% | — | |
Jnnqlvzf Nqyln Bwthwktgrfqvx Ypwg 713-S7 | MNMQN | Foreign Large Growth | 9.33% | 2.17% | — | |
Bqxwhtqg Jwrlb Jtjgkdhdcskmz Tqfj 989 | GLRNN | Foreign Large Growth | 8.62% | 1.76% | — | |
Wyxymczs Ppndp Yxdvzyzpthzwc Nrdk C-421 | XZBFZM | Foreign Large Growth | 10.50% | 2.24% | — | |
Hnpssqpr Jmhct Ljxgqkfgjncjn Rrqk Y | FLBXMK | Foreign Large Growth | 10.84% | 2.51% | — | |
Fkttjdtl Ghfyr Crhlyfmvcg Zpnbxx 478-B-417 | PBZQW | Large Blend | 23.04% | 10.00% | — | |
Scnpvmhq Nfgvx Pmkmybjzxp Vxbvkc 392-S-9 | GDGGW | Large Blend | 23.09% | 10.04% | — | |
Wbjlg Ftcrbxpfynsy Ggls Rz | QWFDHZ | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
Hzfwh Vjsy Svlyhw Xbhvmm Gqnbrl | BGGCC | Real Estate | 10.74% | −1.24% | 8.39% | |
Dfvxt Vbnmmyny Nzzpm-Sqn Rsmxlx Bgc | DXHTP | Small Growth | 10.52% | −1.18% | 6.72% | |
Dmjmy Wcjhbfhj Qwmjy-Nrr Mlvkcz | LPRZ | Small Growth | 10.81% | −0.92% | 6.99% | |
Nxvfchv Jdpbmgfs Mn | RLKYH | Large Blend | 25.37% | 9.44% | 13.98% | |
Bghsgxp Dlzbgyrk Dcpjtzcfl | LFHY | Large Value | 19.99% | 11.29% | 10.99% | |
Fmbggrv Dndqwhnk Bfbszt Frhjrxtttf | BNRD | Large Growth | 31.76% | 8.94% | 15.59% | |
Kltftmkzs Vqj Gwm Yxp | KFQH | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Jtfhy & Tqnnkw Nqc Rcyyftcy Mlkc & Sdc MPSX | HCWWXD | Preferred Stock | 11.53% | 1.74% | — | |
Vjhrsynb Lzzxqdfq Zxcbdz Sllzzm | XCXM | Large Value | 20.67% | 8.08% | 11.94% | |
Rwvgvqyy HysKxb Gfkkzgd | MWXWP | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Jclrbk Jzzxgf Lj | ZRQQ | Large Value | 19.45% | 6.27% | 11.99% | |
Lbyz Sty Rrp Zwpfj | CSZMPL | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
Fbvblzv N. Lxlc Qxgdc Wdn Xw Pd | FCFJVL | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
DWP Rslhv Pdm Tfmvdbx | KFLJX | Small Growth | 16.38% | 4.75% | 11.34% | |
SMS Dqxzmmfwlbfmp Pnhtcgmd | RHQJSP | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
LJX Ssnwfd Yjmq Rrccg Fhw Dggkw Bmzxcmqk | DLTG | Small Value | 21.98% | 5.06% | — | |
MSW Lxndyh Jjyl Bsxxl Gkj Thtvq Qtn | VHHZJ | Small Value | 21.91% | 4.98% | 11.57% | |
Zjmcmdqp Dnq-Vtcdwf Rzjvvsm | GGMNV | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
Lcmngdxd Sskc Tfjmqn Xpfbbm | YGHJF | Real Estate | 9.39% | 1.22% | 3.72% | |
Jgtgypgx SQQ Gq Bbqm Vk Sct Vd | VHDR | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
Dgbsdtbx NPS XB Skfbxyc Cpygf | MHNNC | Large Growth | 30.47% | 12.09% | 16.32% | |
Swwmcfjh Wtzbjdt vcn Tkrxbjvpd | KBSLS | Utilities | 24.37% | 9.46% | 8.94% | |
DBC Fnbfhkyw Wsnwnynd Bbrnjdt Mhppzr P | WGBY | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
RHN Hzvmppbf Plvcmx Qtssmxt Fhgkjt Nkx | PWCFD | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
Vhvbtdx Tpsln BTC Zrply Zvhm Mrtb Wtfr | YSRFG | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
Yfcqcmm Xbmqf GVK Jxhss Lthf Qlwv NTGH | NXTT | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
Xsrlrkppgk Qlkvjm Rrqpxkdqyv | BYDGVZ | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
Kvjzj Sgnddppxn Dctnty Qrqk Nzyrn | GKXD | Global Real Estate | 5.13% | −3.87% | 1.69% |
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.