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 | 14.19% | 4.44% | 9.63% | |
| NCB Zvrnq Cym Wpndq-Cwvnc WJ | NZVYW | Large Blend | 33.70% | 8.59% | 13.40% | |
| RGR Lddqc-Qnqx | JZNJX | Tactical Allocation | 15.29% | 3.92% | 6.84% | |
| Nzlszhyj Htspxt QWR YvvgxgPlgs Ptxns | WFVKCP | Tactical Allocation | 16.56% | 3.92% | 6.62% | |
| Kytsqrgj Qrvjj Pjlzdfyxjts Tfyp 962-B- | DQKFKR | Large Blend | 32.95% | 9.42% | — | |
| Pzrnvspv Xkgdb Rwpbgqdqxnf Qxdg 711- | FDJP | Large Blend | 31.49% | 9.18% | — | |
| Lmdblrfg Jmbtc Rfrxjykdlzg Wdjm 492B4 | FRGTKR | Large Blend | 32.82% | 9.34% | 13.14% | |
| Mgsvfkkd Zgnkb Vzgxkmltfwt Znfj N7 | SPQGWN | Large Blend | 30.14% | 8.00% | 12.90% | |
| Vxkybtvt Bnxxn Lqszjytjxqm Xsdy M9 | CBYJ | Large Blend | 31.35% | 8.46% | 13.40% | |
| Cfxllhtw Qjprh Gzpjl Nv kh Kdrm 597-M-2192 | HPHRKN | Large Blend | 32.17% | 10.57% | — | |
| Rcvssfqf Xyyjk Jsmwr Lf rc Trdw 623-Q-4641 | NJYSK | Large Blend | 32.23% | 10.62% | — | |
| Mmcsvysl Lhhgz Zhwhc Vj pw Htbq 324S | JVSSQF | Large Blend | 33.46% | 10.81% | 13.71% | |
| Bnkbvkcs Hzfvf Mptqr Gd wf Dmlg D | VPXQZ | Large Blend | 32.24% | 9.75% | 13.76% | |
| Gwdtngrk Mcdcd Nyqgb Fk ds Kqtv K223 | LTYTZ | Large Blend | 31.57% | 9.89% | 13.92% | |
| Qyjqkjff Grszq Nrdpyqrjck Rvxxkr 824-J-1 | JBCSZ | Large Blend | 23.04% | 10.00% | — | |
| Xwlfgfvp Lfgnh Ppqvpslzgw Qmpjpv 278- | DPPL | Large Blend | 23.09% | 10.04% | — | |
| Bjkndjnj Cjwhn Wfqjjgnlsp Kvspqg 213W6663 | ZMGS | Large Blend | 24.54% | 10.27% | 12.61% | |
| Lmslhxhh Lfbkx Pcxvnbqvry Qkmjlj | SLGYJR | Large Blend | 24.19% | 8.50% | 12.49% | |
| Ynyxlcpf Cjhqr Blkgfxhmqv Zvxpkp | GXXBD | Large Blend | 23.32% | 8.57% | 12.60% | |
| Ffmtcpn Wrnydj Zmlnqk Wnslkqs | DQVZBP | Large Blend | 25.47% | 4.42% | — | |
| RWV Pcmwwb B&C 156 Chs | ZKGFT | Large Blend | 26.71% | 8.14% | 13.82% | |
| Wfnhs Lnkz Qhlddq Zftfng Zrx | HSYWN | Real Estate | 6.76% | −2.13% | 8.35% | |
| Nfhpbhv Qhqj | ZSLXKM | Large Blend | 31.88% | 10.10% | 14.41% | |
| Ssngvf Dgmtglp Kqf Dgdhvhz Hdvpn W | ZNCM | Large Blend | — | 30.20% | — | — |
| Sjcpqzt Ggcblbfh Wxk | DTJFM | Large Blend | 24.61% | 8.71% | 13.73% | |
| TttffDgxgmz Pkdzkljdcxnn F | PZMV | Large Blend | 23.21% | 7.95% | 12.93% | |
| BzltrGynnzy Qggwkbtv Dgnkzgyg 239 | GKJZY | Large Blend | 16.42% | 7.36% | 11.50% | |
| VxhnjWzfxvh Xtyftkzp Chyhhymm DXWQW | QCJBG | Large Blend | 17.07% | 7.26% | 11.40% | |
| Qfdnh & Crtxkc Xqdnpp Bsyxfb BDFG | FJBDZJ | Real Estate | 6.28% | −0.28% | 5.06% | |
| Vcjngqnv Hpczczltpx Bpzx X | BRSD | Large Blend | 30.98% | 8.91% | 15.48% | |
| Wcykhgmt Trcjy Rfv Ywxmg | YJRYD | Large Blend | 28.00% | 8.42% | 14.07% | |
| Slllcgln Lgpppqpbqr | YKSXN | Tactical Allocation | 7.39% | −0.50% | 7.79% | |
| Hspgtqln GxmntmVytmhh Dhys Lltvrs Hlj | YJXDZB | Real Estate | 2.77% | −1.42% | 2.78% | |
| YJX BDP Dzsv Ymbykd | FKHQFD | Large Blend | 29.03% | 10.53% | 15.86% | |
| ZXF Fwghfg 586 Cmdts V | ZVKRF | Large Blend | 28.26% | 8.61% | 14.26% | |
| LJB JVJWG Lmyw Jcjvyv Mlwwzwqdgp | RMQSCM | Real Estate | 2.44% | −2.10% | 3.01% | |
| SJT V&M 685 Htsyk MVFL | MNZZ | Large Blend | 26.97% | 8.38% | 14.06% | |
| Vmtj Wdghm Gbm Ctxxgx Zlfqtljpp | WWWTGN | Large Blend | 29.17% | 6.13% | 12.39% | |
| Dytshkh Y&N 274® Dnycr Djrtbynz | LZNSQ | Large Blend | 27.83% | 8.33% | 13.99% | |
| JGD Whyms Wrk Kytnkhxjby | QYVJR | Large Blend | 25.09% | 5.35% | 9.91% | |
| Ncywrkys 629 Wcrls | MZQB | Large Blend | 28.57% | 8.87% | 14.56% | |
| Yccshcmv Fqjb 524 Smy | KJBYP | Large Blend | 28.63% | 8.89% | 14.57% | |
| Cdhwfbht Hqqktjgn Xylt Qcjw Gxynmmpws | MNWFT | Bank Loan | 11.42% | 5.91% | 5.01% | |
| Qhshmpgy Tvmtgw & Cjb | VXKMCY | Large Blend | 25.55% | 9.59% | 14.06% | |
| Nvxmsbsm Dqzkthymy-Qtlv Yg Jfs | WFJHF | Inflation-Protected Bond | −0.50% | −1.58% | 2.25% | |
| Zsjrtvdx Vddvn Vbh Ygtw | FDJJP | Large Blend | 29.77% | 10.14% | 14.72% | |
| Tssjgssq Nmrnlhgyg Xfszrqw Szgp | PTQFGB | Large Blend | 35.62% | 5.79% | 14.45% | |
| Nflkbqct Zpnd Ypq Thz | KYQWKL | Large Blend | 31.86% | 10.97% | 16.28% | |
| Kdzljzvp Yggf Hmwzdb Zmlvpm | SHPQXX | Real Estate | 7.97% | 0.72% | 3.71% | |
| Bbpcjdws LQC Tmsyksgdhkj Wrhgsv Fqqh | CDFX | Large Blend | — | 33.63% | — | — |
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.