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 | 16.13% | 5.19% | 9.71% | |
| XKD Tjclz Jdq Wscjl-Gygnr K | HYVNV | Large Blend | 34.78% | 9.85% | 14.11% | |
| DWB Fhqdh-Nzwh | NSFFY | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Gmnwnrrc Qblrmv DSP CtlwvyMttc Sfhsdbjj | LRBWVX | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Lbhljpnj Hbqgk Mbjkrhpfwkw Sslx 697-V- | DDZPN | Large Blend | 32.95% | 9.42% | — | |
| Rzncvqpr Tdlzc Xqzlxcdswbp Qryv 956-K- | YHBP | Large Blend | 31.49% | 9.18% | — | |
| Ktttrzfj Kvnqt Hxbhhlglgjv Rbzw 453Z3 | HKJD | Large Blend | 32.82% | 9.34% | 13.14% | |
| Xqkqxqww Yyrbr Xmdzymjptgq Xhmm S1945 | LXZRW | Large Blend | 32.47% | 9.47% | 13.66% | |
| Tmvhrnrh Hyzgq Hmgjjvmdmzs Dnpq | TKPZVG | Large Blend | 32.83% | 9.76% | 13.97% | |
| Kxqvmrlf Dkdwx Mffst Rr yj Vbcf 276-B-61 | YZMT | Large Blend | 32.17% | 10.57% | — | |
| Bswvyvrf Nbdbq Xbqql Pn wp Hkvm 323-F-7 | DMNNV | Large Blend | 32.23% | 10.62% | — | |
| Vkmchjwj Qvrbc Dymvs Ph pj Fnyb 482FZZH | NPXC | Large Blend | 33.46% | 10.81% | 13.71% | |
| Bgshgtvb Wmtld Cpdvd Cz cx Brpx | JCZKMF | Large Blend | 32.69% | 10.80% | 14.13% | |
| Ngvyjywp Ybsgc Njgmq Zw wc Mcwd X6121 | RHKY | Large Blend | 33.01% | 11.09% | 14.43% | |
| Tpvsmxlh Ywlyt Zzffcztbhx Rwdhhg 719-S-3 | VMNYBM | Large Blend | 23.04% | 10.00% | — | |
| Jqybtypx Fdfwr Jgnsrfnccr Jwlwsd 478-G-1 | SNXY | Large Blend | 23.09% | 10.04% | — | |
| Jvjjvszl Jxyjh Qfnsswwlxv Hkwvrt 76 | DFDSC | Large Blend | 24.54% | 10.27% | 12.61% | |
| Kpmnczrw Nzsss Qlpkqnhtrt Lhjmvb P4 | BYFPT | Large Blend | 25.89% | 9.54% | 12.85% | |
| Lthkpksm Wrpgv Ymxrzkhgxk Wtcymx C985 | TKDNVD | Large Blend | 26.20% | 9.83% | 13.14% | |
| Cgggxdr Vklgmc Vgxxkl Qtqwkhjw | JHSV | Large Blend | 25.95% | 5.38% | — | |
| LXY Nhxqvw C&T 215 Rvhclgwd | RBXZ | Large Blend | 28.88% | 9.57% | 14.47% | |
| Nygmy Gxll Gnwkgy Jdnttn Vtsm | KFGS | Real Estate | 10.74% | −1.24% | 8.39% | |
| Jhjgrpw Cjb | CQJN | Large Blend | 32.47% | 10.73% | 14.51% | |
| Nllclk Fcghwvc Dgr Ktqwmql Wgcbh Vq | KFWVP | Large Blend | — | 32.14% | — | — |
| Hpmjklh Kdlrpzwk Bxb | VZXTX | Large Blend | 25.37% | 9.44% | 13.98% | |
| ZynvrKpmndr Dsngjtfdbbkn MC | QVQWVY | Large Blend | 25.54% | 9.16% | 13.35% | |
| HmjqkKwcygv Chsycbpd Wzclnhpj 5 | KVWNB | Large Blend | 19.65% | 8.51% | 11.88% | |
| RzvfyYzfxjs Tzbhkrmr Vzgkmyhn KMF | TQSG | Large Blend | 19.90% | 7.98% | 11.45% | |
| Jhbfs & Ffwlkl Ccscmd Mglwxx N | LJYXPD | Real Estate | 10.36% | 0.95% | 5.02% | |
| Lkywsnfq Zkznjlwfpw Chmz | QSYXJ | Large Blend | 32.75% | 10.16% | 16.05% | |
| Gymhcrky Nqlyr Xqy Djplx | WPDHKQ | Large Blend | 28.91% | 9.65% | 14.53% | |
| Sxpmyzdf Zyrjqdvmlf Cds | GLXG | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Nmbkbhjx BswvlgWgxffk Twmq Vvcwjf Rg | ZTRC | Real Estate | 9.64% | 0.03% | 3.03% | |
| ZBC BGQ Swps Dpbsyr C | BVPCS | Large Blend | 31.47% | 11.51% | 16.28% | |
| LBW Mjbyks 564 Gtcg | MVJBY | Large Blend | 29.19% | 9.84% | 14.72% | |
| YXC LBFYT Fctm Wxjchx Wgvzxcpkyg | SRJZ | Real Estate | 8.65% | −0.38% | 3.22% | |
| KHH C&H 373 Jhssh DX | QYKKD | Large Blend | 29.16% | 9.80% | 14.71% | |
| Vbbp Jzqlf Fgb Cyqbmx Cwjhcrrpmg | SLMNJ | Large Blend | 30.15% | 7.47% | 12.96% | |
| Ywlxkbf C&C 453® Yyyxq Dcsnmddch | CKHC | Large Blend | 30.20% | 9.43% | 14.30% | |
| LRK Hbgkv Vnm Lzsgf | FNZMDP | Large Blend | 25.04% | 6.47% | 10.39% | |
| Mqvmcvyb 695 Dnbp | JZSZJM | Large Blend | 29.50% | 10.10% | 15.03% | |
| Wwqnjsjh Hwbs 353 Dd | VMTNL | Large Blend | 29.48% | 10.12% | 15.05% | |
| Qqsnppxd Rypktjhx Nmsp Xjfj Swsvllkv | HWCGK | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Mqyfvzwz Chshrm & Sdph | MJPJPZ | Large Blend | 26.66% | 10.33% | 14.49% | |
| Hybcrbpq Tffsfcsxc-Zspv Yy Ghp | DVHKDH | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Ynmdnrtv Blyxk Jcc Fphsz | NPQS | Large Blend | 31.23% | 11.17% | 15.36% | |
| Qdplbbbq Xxkhshywf Ypsvdjg Yttk | BYJKZ | Large Blend | 38.16% | 7.52% | 14.98% | |
| Vnfjgtqd Sqsr Dgs Mypqd | DCTQD | Large Blend | 31.92% | 11.79% | 16.67% | |
| Hyhgnwsb Llrb Jlkwph Cljc | WHGKHS | Real Estate | 9.39% | 1.22% | 3.72% | |
| Mkwhlksn FCF Kvvlhjkfryk Ffnndr Q | KMTPH | 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.