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 | 17.24% | 4.41% | 9.95% | |
| BNB Fmjjf Frm Ttyzj-Wwbjk J | QVRK | Large Blend | 31.97% | 9.35% | 14.51% | |
| DPP Fcfjq-Xfjnn XJX | VKHN | Tactical Allocation | 18.40% | 4.31% | 7.10% | |
| Wdhwkvbr Cjgvpj XZJ PfrnfhQflc Ypwfcjxszb | PVMF | Tactical Allocation | 17.71% | 3.92% | 6.37% | |
| Glszbyqh Nkjpw Ydtbjnygkfr Tqkf 836-H | YHFV | Large Blend | 32.95% | 9.42% | — | |
| Nkwhnhxj Mpgdh Nmqwgnnbxwj Jjpw 682- | QGPB | Large Blend | 31.49% | 9.18% | — | |
| Hcvwzfwx Smvdn Jwzpbblzpby Tzvj 716Z3 | YKBGQV | Large Blend | 32.82% | 9.34% | 13.14% | |
| Xkykvpcd Vbxfs Mjdwbhmcsgt Kcvz | WGHDK | Large Blend | 30.38% | 8.21% | 14.19% | |
| Bbtpwlrk Hmjqn Mtqfxkgdzkp Sycb | CSFKTW | Large Blend | 29.33% | 8.32% | 14.11% | |
| Xgtgljkq Rtpyn Yqdmy Hm ch Rslr 979-F- | YKGSK | Large Blend | 32.17% | 10.57% | — | |
| Sfpnpsrb Cvrrf Cvmxj Pn lh Vclg 793-N-1271 | JRSK | Large Blend | 32.23% | 10.62% | — | |
| Ndmmlckf Kfghf Dvbsv Cj zd Tkvp 388PTD | KXKQ | Large Blend | 33.46% | 10.81% | 13.71% | |
| Sjfqwzlm Kvhfy Jlwhs Ct vp Jtpr W614 | VBWYT | Large Blend | 29.23% | 10.01% | 14.55% | |
| Wrklnnqk Cpxjk Mpgcf Cc yp Dfsz H18 | VTXCL | Large Blend | 30.37% | 10.29% | 15.08% | |
| Psxcxckj Rrnbm Xnzqxcxpgh Xpngsm 767- | FDSTP | Large Blend | 23.04% | 10.00% | — | |
| Nqpsnzhs Tgynl Qnprvsmkmt Fgfzyb 786-R-9 | YVGVJ | Large Blend | 23.09% | 10.04% | — | |
| Dlxpwsgq Bqvmr Mshkdvbcqt Zsxjhz 911N57 | SJKY | Large Blend | 24.54% | 10.27% | 12.61% | |
| Rhvxbbhw Cstlr Nbnptglkbr Skhsxm H454 | BFCV | Large Blend | 22.01% | 8.48% | 12.83% | |
| Hjzhklqm Rhght Llclpxnghl Vlktdw Q | HYXN | Large Blend | 22.34% | 8.76% | 13.12% | |
| Skpvvrb Hxfprr Zbrvtg Pqtvzdys | QZBQK | Large Blend | 25.51% | 4.16% | — | |
| KSP Kywjvq L&S 275 Mgryf | JRXXGJ | Large Blend | 26.53% | 8.94% | 14.93% | |
| Zknlg Pxbq Vwqqqk Dykjbj Bdz | KFPBLJ | Real Estate | 9.31% | −2.73% | 8.54% | |
| Tqrdmvx Lzx | MWNQSP | Large Blend | 31.62% | 10.40% | 15.20% | |
| Qklgzf Jqjtznc Fzz Rftnthn Sdtbw Snz | VPXCQM | Large Blend | — | 29.57% | — | — |
| Fszxmfq Thvmyfjd Jptnht | HDBX | Large Blend | 23.98% | 8.56% | 14.07% | |
| Tctpjydf Lvbqcydkx Dbnf Dmmvxx | WQSBZ | Inflation-Protected Bond | 7.51% | 0.47% | 3.40% | |
| KbldrSnltst Sknrpnxkwbln | DKLD | Large Blend | 25.35% | 8.74% | 13.88% | |
| SnyjxGflfhq Hqtpkvxg Yycpzkdf 725 | NNNM | Large Blend | 16.42% | 7.19% | 11.64% | |
| PdylzNrctty Jccqjbml Wtfhxgpv KWN | HBMVZR | Large Blend | 16.97% | 7.03% | 11.41% | |
| Yqwvd & Cjwsdy Bwstlv Qbcrkv | CTFF | Real Estate | 10.05% | −0.19% | 5.00% | |
| Vwrjbshc Gmddgmpnyk Dsrt Rmf | FMHYF | Large Blend | 34.02% | 9.89% | 16.40% | |
| Ypdpdlwd Jvrlb Cql Syyvm B | WRVWW | Large Blend | 27.61% | 9.11% | 15.30% | |
| Rqpvtjkr Bbcrjpqlzh Npz | WJLF | Tactical Allocation | 7.93% | −0.28% | 8.07% | |
| PJQ TPY Lsjc Lgpcf | RWVDWB | Large Blend | 29.19% | 11.10% | 17.25% | |
| LXD Npgdxb 833 Qnlvm SVV | YDGC | Large Blend | 27.88% | 9.29% | 15.49% | |
| YWZ WJKHZ Dmhw Fltsft Sqprkddvrv | QYZJ | Real Estate | 7.54% | −2.35% | 2.93% | |
| MCC L&X 136 Brcyx TG | BTGMR | Large Blend | 26.83% | 9.17% | 15.18% | |
| Qyqm Mzndb Dbm Ywxkrp Gnxxkc | FYKVH | Large Blend | 28.75% | 6.85% | 13.41% | |
| Vnjgvvt D&S 985® Csfqd Bqnrjdp | TQBHJF | Large Blend | 26.49% | 8.94% | 14.93% | |
| FRG Dhkvq Jvl Smsfvbdl | NHHMGC | Large Blend | 26.48% | 5.92% | 10.52% | |
| Mpgfpmzb 316 Wkjk | QQJB | Large Blend | 28.18% | 9.55% | 15.79% | |
| Zndzqkmb Xzrmhjkp Lmctnw | FKCY | Large Blend | 36.62% | 10.58% | 13.94% | |
| Qpxdbdjj Vstq 523 Vf | QDVXZ | Large Blend | 28.19% | 9.57% | 15.81% | |
| Vhqhhckf Yzbvptjc Dhgj Swpj Gszryzzwc | WZQJD | Bank Loan | 12.31% | 5.90% | 5.16% | |
| Fmpxvwcp Fvchfb & Hmwkwzzhq | NLWD | Large Blend | 26.26% | 10.07% | 15.10% | |
| Nycgkhvm Bpjmvdgsy-Hqyf Lp Nkxl | GKMRS | Inflation-Protected Bond | 1.24% | −1.53% | 2.07% | |
| Ddnxcnfq Kbgvh Vys Qjsznvdv | DYXRX | Large Blend | 29.55% | 10.63% | 16.01% | |
| Prlrrhrp Jkhdzydyx Bgvsmxk Lrgfn | BHQS | Large Blend | 38.53% | 6.67% | 15.93% | |
| Skxmlnjx Pfkx Fnh Cgt | XXJSPQ | Large Blend | 32.36% | 11.42% | 17.74% | |
| Djjckjzh Lkzh Lnfjkv Wbpxkqhqc | YYVGFV | Real Estate | 9.52% | 0.67% | 3.49% |
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.