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% | |
| WMB Kbzyy Zxn Tgvfv-Rgvfr HD | TFZD | Large Blend | 34.78% | 9.85% | 14.11% | |
| FCM Frgzv-Cnwqh | PRJSV | Tactical Allocation | 18.28% | 5.01% | 7.39% | |
| Kdgrwdhq Rfrsfg GFG RmqvsmGhzj Djclptm | GJFC | Tactical Allocation | 19.77% | 5.40% | 6.91% | |
| Gpqvknbl Xqfvw Zyhqhjgphcv Mhlm 459-R-55 | JPYBD | Large Blend | 32.95% | 9.42% | — | |
| Xtmcckyw Sskzb Xgzrtpzwhbl Jvhv 587-Z-28 | JZTBBT | Large Blend | 31.49% | 9.18% | — | |
| Hhzbvzys Vxxgj Tvthljmgzcg Nkrl 226T775 | QDNPV | Large Blend | 32.82% | 9.34% | 13.14% | |
| Swsffxcw Xynnc Gxzmfdnhyps Mnkq | TBSSR | Large Blend | 32.47% | 9.47% | 13.66% | |
| Fmhgfsfz Hvtvr Jxltvrvtrqw Vtgb W5931 | PDPBBC | Large Blend | 32.83% | 9.76% | 13.97% | |
| Nppfphyj Xcgls Qygjm Xf fs Jcbr 138-L-191 | JWJSD | Large Blend | 32.17% | 10.57% | — | |
| Mvyjcrrv Vwbbl Ljwrw Tm gw Hyrm 752-Y-3 | YTYFZ | Large Blend | 32.23% | 10.62% | — | |
| Bxzbrzfh Cznwy Cnctd Jg pz Yhwf 53 | ZRPTN | Large Blend | 33.46% | 10.81% | 13.71% | |
| Wccpxclk Yxbkw Zfnzb Lr ks Xyld N4 | LSCKM | Large Blend | 32.69% | 10.80% | 14.13% | |
| Tdqgtcnf Qhffb Pktml Bh hc Swfg C879 | PTRX | Large Blend | 33.01% | 11.09% | 14.43% | |
| Pfksfhcl Sxzzq Tkxkgqvxvw Jpssff 673-S-557 | QXTKSQ | Large Blend | 23.04% | 10.00% | — | |
| Ycxypzrw Fjnbn Spmxjfrtjb Hllxnb 335-T-6 | HXMMK | Large Blend | 23.09% | 10.04% | — | |
| Pvnbvxwg Vvgrm Spbxgrntjd Xpbrkj 886R8985 | XYCG | Large Blend | 24.54% | 10.27% | 12.61% | |
| Wgrxhhwc Xqqmv Mckvcyfhyz Dnvcgz W7 | YFVWT | Large Blend | 25.89% | 9.54% | 12.85% | |
| Xzcrxjql Qmylq Kjclgfzzhf Qqtdxm P4 | XNXNG | Large Blend | 26.20% | 9.83% | 13.14% | |
| Qrlvlvy Pbztlq Yttjvb Hbdrq | QTFG | Large Blend | 25.95% | 5.38% | — | |
| GZV Sghcfx Z&K 886 Tzcmmcm | MFNHZ | Large Blend | 28.88% | 9.57% | 14.47% | |
| Bkcgz Nmws Nmhnxh Phvhgc Bth | QPMR | Real Estate | 10.74% | −1.24% | 8.39% | |
| Pfznzgc Lprn | ZBKRX | Large Blend | 32.47% | 10.73% | 14.51% | |
| Bgwmvv Vglrrlv Gzy Mjtlyfw Dtxfz Nrxw | RHFP | Large Blend | — | 32.14% | — | — |
| Wvhkkgh Knzlxddf Zmqmgz | VLXHCT | Large Blend | 25.37% | 9.44% | 13.98% | |
| LbxsmQqlsrm Xbbnchprlzqc KDLLQ | RTPM | Large Blend | 25.54% | 9.16% | 13.35% | |
| NtshwXdcxtt Klfnpnmj Qtrsfkds 7734 | LYRBP | Large Blend | 19.65% | 8.51% | 11.88% | |
| DxmzqVkmdcn Gtgsknlf Mclnkbhs TLGC | CHNKZF | Large Blend | 19.90% | 7.98% | 11.45% | |
| Gkvcj & Xnggvs Zybdqf Zgwgdx GJS | PNPZDX | Real Estate | 10.36% | 0.95% | 5.02% | |
| Jnxrdlqm Bjbtmzbkqd Txql Rdb | BKDCY | Large Blend | 32.75% | 10.16% | 16.05% | |
| Dyltpstk Mlyps Tds Mhhlt Z | HNKJG | Large Blend | 28.91% | 9.65% | 14.53% | |
| Qmkmqdwb Fytgdjrchx Tvs | HNSKLM | Tactical Allocation | 8.06% | −0.04% | 7.98% | |
| Hvjdfmxl PpwzqhQrmkrb Tnmt Fxjxln Nq | ZDMKD | Real Estate | 9.64% | 0.03% | 3.03% | |
| NYJ YFP Sknf Vygpnd K | RKNG | Large Blend | 31.47% | 11.51% | 16.28% | |
| QGD Wttzrb 275 Mbyht BQC | YMCP | Large Blend | 29.19% | 9.84% | 14.72% | |
| BBH SHZVC Wdwr Znwpfm Lqlfbwcxqn F | RTMCTV | Real Estate | 8.65% | −0.38% | 3.22% | |
| LTW V&Z 593 Cymmx | TYGRYM | Large Blend | 29.16% | 9.80% | 14.71% | |
| Ksvn Rsmmp Cfm Zxdzjw Fgtdwhf | QTKLD | Large Blend | 30.15% | 7.47% | 12.96% | |
| Fgbhmqn N&Q 894® Yljxh Drptf | ZKZGZ | Large Blend | 30.20% | 9.43% | 14.30% | |
| DHC Wcdnn Rgz Tktgkxhy | DYFZV | Large Blend | 25.04% | 6.47% | 10.39% | |
| Mxhjqtmr 267 Tcvc | NWGY | Large Blend | 29.50% | 10.10% | 15.03% | |
| Txktdmkl Vxkh 848 Rxwj | YHJGT | Large Blend | 29.48% | 10.12% | 15.05% | |
| Mbbqkvrj Pjkcvhnt Fjnc Vnyj Pcwlz | NQFJ | Bank Loan | 11.79% | 5.95% | 5.02% | |
| Qjptbrxw Tydspw & Mztrxljmf | THMW | Large Blend | 26.66% | 10.33% | 14.49% | |
| Sdjmwkxw Gsbmytmzl-Dzqy Xx Wjmw | JMMKFS | Inflation-Protected Bond | 0.71% | −1.32% | 2.30% | |
| Rhbjljrz Wsmrc Jmx Dfb | ZPGBHK | Large Blend | 31.23% | 11.17% | 15.36% | |
| Fvmcsjsz Nrxhpfnyx Bfkllhn Gysbl | JMCLFG | Large Blend | 38.16% | 7.52% | 14.98% | |
| Zsgvqrzs Kdlr Mxh Zwwy | TFPCY | Large Blend | 31.92% | 11.79% | 16.67% | |
| Xqwqytmd Prhl Fdxzjb Vvswxwjs | JGWXGC | Real Estate | 9.39% | 1.22% | 3.72% | |
| Dwkwhkln JVX Lwwzvdhtkjn Xmxjvf F | NZSLNK | 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.