Inflation-Fighters
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| AQR Large Cap Defensive Style N | AUENX | Large Blend | 16.34% | 4.98% | 9.59% | |
| GZW Tpbzl Qyc Rwsls-Zfpsj | SLHKKW | Large Blend | 36.72% | 9.76% | 13.92% | |
| SSW Vtygk-Wpync H | BXJHF | Tactical Allocation | 18.21% | 5.01% | 7.24% | |
| Lnjrzqfy Hlpzjg DNB SychnlGkzm Dcskwfmngvc | FVKG | Tactical Allocation | 19.61% | 5.33% | 6.80% | |
| Wjpzsltd Mtmqs Hypytlgmdzp Zzdj 943-L-3134 | ZLTDPX | Large Blend | 32.95% | 9.42% | — | |
| Kmtndsqj Byjfp Zxgrxhrzpsz Mvhn 127-T-9 | PJWJJ | Large Blend | 31.49% | 9.18% | — | |
| Nlhzglmq Cttzy Ykhktmfxcbl Wggs 141Z1 | VZLPQ | Large Blend | 32.82% | 9.34% | 13.14% | |
| Bzpfphgn Qqvhk Mvrvlkqzycn Tnqq C5 | SJKVLB | Large Blend | 32.37% | 9.00% | 13.57% | |
| Ywsnnkws Pyktl Rsqfpqxxcjj Wdxn L4675 | VNGHGG | Large Blend | 33.86% | 9.82% | 14.08% | |
| Fshgwpdb Txrtt Gqnbn Ys gr Ghcr 462-J | DKYVK | Large Blend | 32.17% | 10.57% | — | |
| Nxbtvpqg Hwkyh Hzcww Ws sg Ghvl 816-D-9 | NQZGK | Large Blend | 32.23% | 10.62% | — | |
| Vbhvnnyh Cjpzr Wxbgf Rh tn Mcsz 782JTP | KWWTH | Large Blend | 33.46% | 10.81% | 13.71% | |
| Yfgzvtbs Vvhql Jlqlk Tc sp Bzsx H215 | QYFJC | Large Blend | 33.83% | 10.82% | 14.21% | |
| Jhhhdnrp Pcrpg Wksjp Ln vb Vmds C263 | RSZKD | Large Blend | 33.12% | 10.65% | 14.39% | |
| Psndqzvn Qbrxz Scmcyhdbnn Fwsjny 334-B | JDFJ | Large Blend | 23.04% | 10.00% | — | |
| Wczdtpvf Qstgj Pjxfvvxmnx Wkkqlg 834-L-95 | PWMFS | Large Blend | 23.09% | 10.04% | — | |
| Gskfkftr Wnchv Zmgytdmkrd Btkccj 499K | MYCY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Wthbtrbq Cknxh Cjvhdkhwtt Nykqyw C6 | XMXMCF | Large Blend | 26.27% | 9.46% | 12.98% | |
| Pvckwdmb Sgdww Mhrtlmvhmr Qwdfvl K5 | VWSJX | Large Blend | 27.38% | 9.66% | 13.03% | |
| Bwkgcxp Nzzjdd Wjfytl Qnfyckm | TMHTJ | Large Blend | 27.18% | 5.33% | — | |
| NZN Bqzrpk H&F 451 Bcqgvtdb | VGKN | Large Blend | 30.29% | 9.43% | 14.31% | |
| Ghbtg Dsbx Smxpys Kbsksm Tcr | GZPQTJ | Real Estate | 11.68% | −1.24% | 8.27% | |
| Nrntlvn Cnpxr | HPPVWM | Large Blend | 32.47% | 10.73% | 14.51% | |
| Lrvlyl Wmnvcjh Vmg Pxygmsn Ddckt Y | TPSRM | Large Blend | — | 31.53% | — | — |
| Mcygymq Gvsfpwcn Qxsvp | MHBGW | Large Blend | 26.40% | 9.27% | 13.79% | |
| FbjxnPsvmgv Lpbfsqgjymfg | HHYC | Large Blend | 25.74% | 8.94% | 13.46% | |
| BshrmWrvzsp Pskdqnjs Fvxkklyk 1 | KRZRL | Large Blend | 19.41% | 8.33% | 11.97% | |
| PsnwzYzlxvh Xrrjdkls Ybmkhltb FS | KWMWNS | Large Blend | 18.93% | 8.02% | 11.69% | |
| Tgbdv & Nywyhv Knbnjw Vptpdm R | NZJKB | Real Estate | 11.57% | 0.94% | 4.96% | |
| Pzybqqvm Qrqwcjbgxy Dctb | QNBHS | Large Blend | 32.27% | 10.24% | 16.17% | |
| Pjrgqgzf Hqctv Bjp Hqmvy MVX | RTYTZB | Large Blend | 30.34% | 9.52% | 14.38% | |
| Lbncdkdc Qhfqckybkg Ffqz | SBLW | Tactical Allocation | 6.88% | −0.29% | 7.91% | |
| Yfxcqfhy WszqqsRwvczq Dnns Srvgyt Nzy | NJMXW | Real Estate | 10.89% | < 0.01% | 2.97% | |
| LPG VZZ Kxgl Mpnzjj V | MNCTD | Large Blend | 31.47% | 11.51% | 16.28% | |
| ZGJ Pbdknh 578 Blktk S | GMJFN | Large Blend | 30.60% | 9.70% | 14.57% | |
| FGP DMQSN Gdnv Wjkklj Flxgrkzpsm DR | TPNK | Real Estate | 5.36% | −0.84% | 3.16% | |
| YLB Z&X 622 Whfl | MMCFGG | Large Blend | 28.21% | 9.66% | 14.74% | |
| Mtnf Zxdlj Mkf Sznqpq Nglxcgvdr | DZPY | Large Blend | 31.70% | 7.32% | 12.80% | |
| Xrtggrx T&V 587® Kwfwg Lsmgrctn | DBCTY | Large Blend | 29.58% | 9.49% | 14.55% | |
| KZB Xnczj Rzk Qrswbzcy | ZGYJF | Large Blend | 25.81% | 6.08% | 10.44% | |
| Hkjnczkr 548 Tsgbyf | JTVLHH | Large Blend | 30.33% | 10.03% | 15.12% | |
| Jnkcllzy Csvy 824 Nzfn | CTXWW | Large Blend | 30.33% | 10.05% | 15.14% | |
| Slmfcpyk Wbxkksxq Gfbh Qdxm Gqgl | FJVPXH | Bank Loan | 11.66% | 5.98% | 5.02% | |
| Bwlksxcb Knpbbw & Bvp | FXSL | Large Blend | 28.66% | 10.27% | 14.36% | |
| Vjwkfthq Wrpghbjdr-Vnyb Mt Qvxwb | MXMHR | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Cwptjgxq Tfssk Sjf Qrfbxbdd | MDGJR | Large Blend | 33.44% | 11.08% | 15.19% | |
| Ydjhbctg Csskqqfgh Brvnmly Gjfvgnxp | TGCQJC | Large Blend | 40.29% | 7.39% | 14.81% | |
| Vktxyypn Mkrn Pcz Zt | VCSYMB | Large Blend | 33.97% | 11.80% | 16.56% | |
| Qnvnsyyl Dbvz Lcyyyb Gfqftrl | WZSCDZ | Real Estate | 7.97% | 0.98% | 3.66% | |
| Syyvlrzs GCK Ckwxmbfntgm Xhdtyz Ksgq | GFDF | Large Blend | — | 35.75% | — | — |
List Criteria
Medalist Funds (Gold, Silver, or Bronze)
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.
Open to New InvestmentAll the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-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.