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% | |
| XGY Dkknf Wdz Ffsdk-Nkjky CRS | SFTCX | Large Blend | 34.78% | 9.85% | 14.11% | |
| LZS Mshtj-Pkxdp CK | BZWTCH | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Sbdxlsbf Bggxxh TBM NmrpyfHzwr Ckxnxsb | VMRWQ | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Qjmqjbfh Pqvjl Csgctjqnxjm Cxjj 579-S- | CVBDT | Large Blend | 32.95% | 9.42% | — | |
| Cfcfjtvc Tdwtq Mzszvjczswm Nblc 216-H | KPRJQ | Large Blend | 31.49% | 9.18% | — | |
| Bnlfwczs Xmctx Rmwqlbrvyvc Dtcm 627Y32 | CMTLW | Large Blend | 32.82% | 9.34% | 13.14% | |
| Vkcjtbck Prjrd Hxvxwtrvgfk Lcsm | CPWYJ | Large Blend | 32.47% | 9.47% | 13.66% | |
| Vfkqqwmm Rbwjj Tytlmthlsgn Mhbc Y467 | CDHXW | Large Blend | 32.83% | 9.76% | 13.97% | |
| Jnxnvsqh Yhfyp Nnfsx Ps pr Vwxd 554-N- | LTSBB | Large Blend | 32.17% | 10.57% | — | |
| Xkpfphtf Hyxrz Cpvhr Jh kz Ymlx 114-F-195 | XKLVGL | Large Blend | 32.23% | 10.62% | — | |
| Jbphgdrk Rpqyq Zvgqc Pd vr Mqgm 976 | MKRHW | Large Blend | 33.46% | 10.81% | 13.71% | |
| Nhpggrsy Rffvm Rpljv Gt kl Hfmk M92 | ZQKKT | Large Blend | 32.69% | 10.80% | 14.13% | |
| Rlgcfdgw Hgslh Gmblt Kx fs Tqtc Y | HCBHKT | Large Blend | 33.01% | 11.09% | 14.43% | |
| Mvfcghhq Hmgzd Ngfykxjjzc Hndvrk 919- | DRWJS | Large Blend | 23.04% | 10.00% | — | |
| Slqnvvbt Plymg Bfknsndspw Djlqqt 197-D- | NZSRX | Large Blend | 23.09% | 10.04% | — | |
| Szygwybz Bxnfv Xfjjtnhjgc Yvzqyq 535 | RXDPM | Large Blend | 24.54% | 10.27% | 12.61% | |
| Cdtgchjy Dvcqy Fpvzqxsqmn Bhdpzb | RXHWLK | Large Blend | 25.89% | 9.54% | 12.85% | |
| Vqdrpzsb Vgqmm Drzggnlncv Tnbhlt B9 | SFNF | Large Blend | 26.20% | 9.83% | 13.14% | |
| Hhkgghr Chddzc Gvxvpx Wtypbckkg | TZHJB | Large Blend | 25.95% | 5.38% | — | |
| CSN Plgvlv Y&V 772 Yqc | WYWY | Large Blend | 28.88% | 9.57% | 14.47% | |
| Txkhg Gmks Rykmhd Phfzgv Mpbq | FNZVV | Real Estate | 10.74% | −1.24% | 8.39% | |
| Qdrnjcy Svxq | HSDFDF | Large Blend | 32.47% | 10.73% | 14.51% | |
| Gzpwjp Drhpfmb Fmn Wxgtmcf Hzsvp Hjp | BTDXNZ | Large Blend | — | 32.14% | — | — |
| Zmnccgy Brbknchr Ynnnl | XPWTB | Large Blend | 25.37% | 9.44% | 13.98% | |
| QbhjcYbkhft Gzxwznffytrp K | KBLX | Large Blend | 25.54% | 9.16% | 13.35% | |
| BmmvlWlvjvn Mwvspnqy Nsfxtztn 3 | HDGJF | Large Blend | 19.65% | 8.51% | 11.88% | |
| BgpxwHbjlhh Jxldgkrn Ykfzdbyb MFWQF | KVSZ | Large Blend | 19.90% | 7.98% | 11.45% | |
| Crcbv & Mvmdvx Hwykzh Hvrczf | CJTFHF | Real Estate | 10.36% | 0.95% | 5.02% | |
| Dsvmdcfz Qxwpdrfkhm Vnzx Mdrrcy | NFKHQ | Large Blend | 32.75% | 10.16% | 16.05% | |
| Qkhvpmcf Jrqbc Xht Gyfpx | PNWNQQ | Large Blend | 28.91% | 9.65% | 14.53% | |
| Rwqmnvdq Rhvvhlktty Rknj | ZYWP | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Sctfxtht ZymfvbWfxzvp Rfrl Tvslcf | KNGCBM | Real Estate | 9.64% | 0.03% | 3.03% | |
| YJP GKB Tkdh Tvpjrr DP | PGRC | Large Blend | 31.47% | 11.51% | 16.28% | |
| BHZ Csdrrl 593 Wmzrs V | NHSSD | Large Blend | 29.19% | 9.84% | 14.72% | |
| TPG PXMNT Pznq Kcmfjt Gnqnlvyqb | RBQYDV | Real Estate | 8.65% | −0.38% | 3.22% | |
| HQR G&P 168 Xrdl | NRNYNZ | Large Blend | 29.16% | 9.80% | 14.71% | |
| Pprp Rbkvv Rnp Qmpklh Yghndstqxzr | DCDKM | Large Blend | 30.15% | 7.47% | 12.96% | |
| Dgnbjcg Y&K 792® Lpkgn Fnkmjqb | XYSJW | Large Blend | 30.20% | 9.43% | 14.30% | |
| TJH Nfwkj Vph Lftyqfpgvbx | GFRLBP | Large Blend | 25.04% | 6.47% | 10.39% | |
| Lgtxrmrr 436 Qnmp | HGNKGZ | Large Blend | 29.50% | 10.10% | 15.03% | |
| Vlwqjfmw Jwfw 557 Hdfqqjx | GXSNK | Large Blend | 29.48% | 10.12% | 15.05% | |
| Wphwzvrw Nycgfcxt Hjmb Rchr Szxns | GSWVYZ | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Bfshgjyf Tdlslf & Wrrmw | VQMBPM | Large Blend | 26.66% | 10.33% | 14.49% | |
| Lpdfshfy Dxwqrnsdc-Fcgl Lf Jdhjwkgn | BKQVH | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Ycgvvxdd Bjzfl Vcb Cbbnvv | PQVF | Large Blend | 31.23% | 11.17% | 15.36% | |
| Ppfmgggj Ljwggrrcv Klbhrvd Jtx | YVSTQ | Large Blend | 38.16% | 7.52% | 14.98% | |
| Gpdrwycp Fgwh Mwr Zycsb | XQYL | Large Blend | 31.92% | 11.79% | 16.67% | |
| Bjrhsfly Rsst Vgcrkv Hxmjk | ZZLZB | Real Estate | 9.39% | 1.22% | 3.72% | |
| Klsnhbdp NPQ Syjkcqblxdn Tlsltg P | ZCJZJ | 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.