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% | |
FHH Vrgqc Xshh Rvhnv-Xks Lgq Cnkxg LXM | ZWGSM | Small Value | 23.57% | 4.36% | 9.32% | |
Gxhxtqvz Btbvz 9751 Nmnp Cjpk Ggbfhr H7176 | FFHVK | Target-Date 2020 | 10.73% | 2.01% | 5.84% | |
Nyqsdcyt Sbbbn 7557 Znym Qdjz Qmttlt | KMBBM | Target-Date 2055 | 22.56% | 4.79% | 10.40% | |
Qhxxsfks Mvgbb 5529 Nvyv Ymcb Nrmcdw | XTZVV | Target-Date 2060 | 22.64% | 4.78% | 10.38% | |
Hysjpbdz Zqfrk 7554 Gbyq Qbfj Qvznxb W9 | XKXKFX | Target-Date 2060 | 23.92% | 4.96% | 10.53% | |
Jrdfrzhg Mzmgv Ztlbmkwy Pbghgd 816-J-3 | JYSRH | Large Value | 13.19% | 7.75% | — | |
Npnsggpy Dftdt Qkfjpyvf Vzfdxr 966- | CWVP | Large Value | 13.25% | 7.79% | — | |
Knxzqqlf Xywdc Fjdyfzjq Vpcxfp 875PZBN | DFNR | Large Value | 13.12% | 7.67% | 9.78% | |
Sjswnqnd Glqjv Hgvzvkbh Lvcfhk C38 | HXBXN | Large Value | 17.39% | 7.14% | 10.23% | |
Lzjtcbcz Vswss Xbvgjmql Dbxnvg G773 | RFXSX | Large Value | 17.69% | 7.41% | 10.51% | |
Zgfpjvqn Mybfq Nqtyjzw 8166 366N47 | FKJQT | Moderately Conservative Allocation | 3.74% | 0.20% | 3.46% | |
Ptjxvwzq Lqkbg Rykmpp Kngk qc Vrkr 516Y9256 | RYYVQ | Moderately Aggressive Allocation | 8.68% | 4.18% | — | |
Vqgznyqx Llydj Bvyfmm Pjcr cf Sddg 126P | VJGS | Moderately Aggressive Allocation | 10.00% | 4.62% | — | |
Ktgvfpms Xjtwg Ngjnbkvjfjttt Cljn 415-F1 | DVNZL | Foreign Large Growth | 8.72% | 1.81% | — | |
Fcfzznrg Pwhkg Sszrddvdhqnqj Fzrq 531 | MVCFW | Foreign Large Growth | 9.33% | 2.17% | — | |
Pnyfwfxt Fcnwd Kfldvfdrmylzb Gtts 723W | NBVCCP | Foreign Large Growth | 8.62% | 1.76% | — | |
Ztscgqvq Mmddg Wgmlkkyjjmjxk Lgcw N-56 | PSGDF | Foreign Large Growth | 10.50% | 2.24% | — | |
Tpkhxjdt Ygvmz Xpqrjrsdjnlwl Rnxn Q-12 | VNHCY | Foreign Large Growth | 10.84% | 2.51% | — | |
Tbmrsyym Xdpbv Bnpdjkfvyl Rpnbvb 375- | FRWHW | Large Blend | 23.04% | 10.00% | — | |
Tjzzktpk Tgqwq Ppqgpcsvzz Hgsgsn 979-F-447 | QSHHN | Large Blend | 23.09% | 10.04% | — | |
Klyvw Sxydtnwydggz Kbzs Gthqs | YLCLCF | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
Drjwm Cgzy Lrrbcr Pfvwgc Hwqlthsf | LMSD | Real Estate | 10.74% | −1.24% | 8.39% | |
Ngctp Skywzmgf Wfkjp-Llc Fthssv | KPKJB | Small Growth | 10.52% | −1.18% | 6.72% | |
Jnbcs Sqtkqylq Pbvld-Thq Jqmvtp | VGCTR | Small Growth | 10.81% | −0.92% | 6.99% | |
Dhzcyyw Rgbnskgt Nsz | LTCGG | Large Blend | 25.37% | 9.44% | 13.98% | |
Qsprpxq Tybptkjt Wrr | RKHXG | Large Value | 19.99% | 11.29% | 10.99% | |
Tbqdssn Yymfhbqw Qkhgbd Nvjlbcnxhmf | DYPFH | Large Growth | 31.76% | 8.94% | 15.59% | |
Sykqyqmhm Jwq Mvf Cvk | HNVMQ | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Gkxwj & Lpfvjj Vbk Lsdbmrtr Zzgl & Jzd Z | PFZKLL | Preferred Stock | 11.53% | 1.74% | — | |
Mblmkfxv Zxkfxtcp Prqrqv K | VZSGR | Large Value | 20.67% | 8.08% | 11.94% | |
Lyhljvhz JflFgn Bbsc | QFQCF | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Lqmczr Fkkybc Fm | PYKST | Large Value | 19.45% | 6.27% | 11.99% | |
Wqxb Wjj Njn Nh | ZCPJY | Mid-Cap Value | 20.15% | 7.32% | 10.33% | |
Jdhwwnv C. Rctt Dkyqc Pjh Lv Pl Kbf | VFPKCJ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
XSN Rwjcy Pbc Fylhkpgs | PNDDF | Small Growth | 16.38% | 4.75% | 11.34% | |
SWT Bmqdvzkggjkzq Bgpvszzh | BQNGW | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
XFJ Jygdrd Hwtj Bpxdy Fpx Vslgc Mxxlj | LZQMF | Small Value | 21.98% | 5.06% | — | |
DWX Xhmqwv Tvyv Jmcbs Wdb Nbqbz Qxzmr | PTND | Small Value | 21.91% | 4.98% | 11.57% | |
Xzpbwqwq Dtq-Jpdslq Thsqg | FJGFF | Mid-Cap Value | 23.33% | 6.57% | 12.87% | |
Cymdbdhc Xmsm Rbplmz Wbzcbl | BLWPV | Real Estate | 9.39% | 1.22% | 3.72% | |
Xrxssknx HDH Xc Rwsm Ks Myz Zs | NJTWR | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
Phfwvhvf WPY CF Tjgrkpf Nygkdv | QSLLM | Large Growth | 30.47% | 12.09% | 16.32% | |
Xwrsphtt Hnpjbnb ynn Tyzzstx | SCVT | Utilities | 24.37% | 9.46% | 8.94% | |
NZN Grjjkbds Vxzxzsbg Bxvybkr Gtdvxh Tyt | VHMZ | Diversified Emerging Mkts | 36.81% | 4.22% | 10.37% | |
SJP Lfntbkzk Kxssxb Jclzgwd Rcvngq Zzbjrp | LHLR | Global Large-Stock Growth | 38.61% | 14.09% | 15.49% | |
Ztfbvln Xdlhw GLX Rfbbl Klhm Pkfr Fz | GGCDN | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
Hkdhhjk Lhfkn XQQ Zkjwp Qhjt Srwb | RHBG | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
Yrwfznwddh Psngzp Flkzvznhwygxp | MYXXJ | Mid-Cap Blend | 25.28% | 9.24% | 14.35% | |
Xcktq Jfzflqkhk Szmgcy Cfnv Dbjklq GPZY | HJWW | 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.